Course Details
Use AI to prepare for and conduct more insightful discovery calls by generating better questions, researching clients, and summarizing findings efficiently. This course equips you with methods to connect AI insights directly to your CRM, uncover client needs, and translate discovery conversations into actionable strategies that drive stronger proposals and conversions.
Part 1: Introduction (~15 mins)
- Examine why discovery often yields shallow insights
- See how AI supports pre-call research and question design
Part 2: Live Demo | AI in Action (~30 mins)
- Generate effective discovery questions with AI
- Summarize client personas into actionable profiles
- Perform competitive analysis for richer insights
Part 3: Guided Practice (~30 mins)
- Draft discovery questions for a client meeting
- Build combined persona and competitor snapshots
- Participate in group discussion to refine strategies
Part 4: Advanced Techniques (~25 mins)
- Link AI-generated insights directly into CRMs
- Customize reusable templates for discovery workflows
- Ensure confidentiality and responsible use of data
Part 5: Wrap Up (~20 mins)
- Design and document your AI Discovery Workflow
- Conclude with Q&A and access to resources
- Improve discovery call quality: Use AI to structure conversations that uncover real needs.
- Gather deeper client insights: Research prospects quickly and connect findings with business goals.
- Speed up research preparation: Automate pre-call planning and note-taking for greater efficiency.
Who should attend ?
- Sales professionals and consultants who lead client discovery or onboarding sessions.
- Account managers and solution specialists who need deeper understanding of client requirements.
- Entrepreneurs and agency owners aiming to refine their consultation or sales process with better insights.
Post training resource
- Discovery prompt kit
- Persona template
- Workshop Recording (perpetual access)
- Training Slide decks (PDF)
- Certification of Completion
- LinkedIn Badge
Participant Requirement
- Must join from laptop, desktop or tablet.
- Zoom app and Chrome / Safari / Edge should be installed.
- We’ll demo with tools like ChatGPT, Gemini, Copilot and more. Free/trial accounts work fine (with some limits); Pro versions add extras but aren’t required.
- Built around frameworks you can apply immediately.
- Live exercises so you leave with usable skills.
- Practical applications using tools such as ChatGPT, Gemini, Copilot, and more.
- Prompts, templates, and recordings to keep applying what you learn.
Workflow First
Hands-On Practice
AI in Practice
Resources That Last
At UpskAill, we want to make sure your learning never gets disrupted. Each course is assigned a Lead Trainer, who normally delivers all the sessions, and a Backup Trainer, who is equally qualified and fully prepared to step in if the Lead Trainer is unavailable due to an emergency (such as a personal matter, power outage, or connectivity issue). In the rare case that both trainers are unavailable on the same day, the session will be rescheduled to a new date. This system ensures that your training continues smoothly and you always receive the full value of your course.
