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.