# Prepare a sales meeting with Claude: research, discovery and objection practice

LearnIA — teaching template — 2026-10-14

Use fictional data for the first trial. Adapt this template to your context and verify the result before using it.

## Brief to complete

- Objective and intended decision :
- Audience and context :
- Documents, versions and sources :
- Constraints and boundaries :
- Expected output format :
- Information to confirm :
- Reviewer :

## Starter instruction

Create a prospect brief separating dated sourced facts, hypotheses and unknown information. Suggest five open questions about the current process, main difficulty, success criteria and pilot approval. Then role-play a fictional skeptical prospect. Invent no budget or commitment, and flag promises outside my stated offer.

## Quality review

- [ ] Important facts have dated sources.
- [ ] Hypotheses are labelled.
- [ ] Questions do not assume the solution.
- [ ] Promises stay within the authorized scope.

## Verification log

| Item | Source or calculation | Result | Correction |
| --- | --- | --- | --- |
| | | | |

## Approval and next step

- Remaining errors :
- Assumptions to resolve :
- Retained version :
- Next action and owner :

Full tutorial, example and sources : https://learn-prompting.fr/blog/preparer-rendez-vous-commercial-claude

This resource prepares a draft; it is not a certification, a grading decision, legal advice or a guarantee of results.