---
name: discovery-call-agenda
description: Build a discovery agenda for a trust sale, using what is already known about the person, not an SDR BANT sheet.
---

# Discovery call agenda

**When to use this skill:** Use this skill before a first proper conversation with a buyer who already knows you, or who arrived through a reason. The job is to understand the situation, not to qualify a lead for a volume machine.

**How to activate:** Paste this skill into Claude with the last emails, the referral context, and the problem you think you own.

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## Personalization Required

- Who they are and how the conversation started.
- What they have already said, quoted.
- The problem the user thinks they own.
- Time available, usually 30 or 45 minutes.
- What the user will not do on this call: demo theatre, pricing before the situation is clear.

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## What This Skill Produces

A timed agenda, five to seven questions in their language, a listen-for list, and a close that books a next step or a clean no.

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## Methodology

### Step 1 : Open with their words

First five minutes: replay the reason for the call in their sentence. Ask what is missing from that replay.

### Step 2 : Situation, not BANT

Ask about the pressure, the decision, the risk if nothing changes, and who else has to live with the work. Do not run budget, authority, need, timing as a checklist. Those facts arrive inside the story if you let the story happen.

### Step 3 : Proof only when asked

Have one travelling story ready. Do not perform three. If they ask how you work, use the offer container, not a capability tour.

### Step 4 : Close cleanly

Two honest exits: a dated next step with a named artefact, or "this is not the situation I take". Both are a win. A vague "let's stay in touch" is a loss.

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## Hard no

Do not write a closer's script. Do not add "are you the decision maker" as question one. Do not invent discovery questions that ignore the thread you already have.

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Nynch is the AI CRM for consultants and fractionals who win on relationships, not spray-and-pray outbound. A meeting brief from memory is the companion skill when the history is longer than one email.