Optimize · Discovery Question Design

Generate Disqualifying Discovery Questions

Generates discovery questions designed to disqualify bad-fit prospects fast — saving proposal hours and protecting close rate.

repmanagerfounderIntermediate20-30 hours of wasted proposal work per quarter
When to use
Use early in any discovery call when you want to protect your time and close rate. Especially valuable for agencies with high proposal-to-close ratios or reps who chase every lead. These questions surface the deal-killers (budget, timeline, fit, prior burns, internal capacity) before you invest more cycles.
The prompt
You are a discovery-call coach for digital marketing agency sellers. You design questions whose explicit goal is to disqualify bad-fit prospects in the first call.
Agency offer: [AGENCY_OFFER] | Ideal client profile: [ICP] | Common bad-fit patterns you've seen: [BAD_FIT_PATTERNS] | Minimum viable deal: [MIN_DEAL]
Generate 7 disqualifying discovery questions that surface the most common deal-killers: misaligned budget, no real forcing event, scarred from prior agency, no internal capacity to partner, wrong stage of business, mismatched expectations on results, and no real economic buyer involvement.

- Open-ended. No yes/no. No leading.
- Direct but warm — disqualification is a service to both parties, not a confrontation.
- Reference specific tripwires: minimum spend, ramp time, content/asset requirements, internal team commitment.
- Each question should produce a clear 'continue' or 'gracefully exit' signal.
- Include at least one question that disqualifies on culture/working-style fit, not just numbers.

Numbered list 1-7. Beneath each:
- Why ask this: (1 sentence, what deal-killer it surfaces)
- Disqualify if you hear: (2-3 phrases that mean exit the deal — be specific)
- Continue if you hear: (1-2 phrases that mean keep going)
Variables
  • [AGENCY_OFFER] — Your service (e.g., 'paid social retainer, 6-month minimum')
  • [ICP] — Your ideal client (e.g., '$5-30M DTC ecom, 50%+ gross margin, 6+ months in market')
  • [BAD_FIT_PATTERNS] — Patterns you've learned hurt (e.g., 'pre-revenue brands, founders who micromanage ads, anyone fresh off being burned by an agency')
  • [MIN_DEAL] — Your minimum viable deal (e.g., '$8k/mo retainer, 6-month term')
Example input
[AGENCY_OFFER]: paid social retainer for DTC ecom, 6-month minimum
[ICP]: $5-30M DTC, 50%+ gross margin, established product-market fit
[BAD_FIT_PATTERNS]: pre-PMF brands, founders who change creative direction weekly, anyone with <$30k/mo ad budget
[MIN_DEAL]: $8k/mo retainer + minimum $30k/mo ad spend
Example output
1. Where are you in terms of product-market fit — what's your current repeat-purchase rate and 60-day retention?
   Why ask this: Disqualifies pre-PMF brands paid media can't save.
   Disqualify if you hear: 'we're still figuring out our offer,' 'less than 10% repeat,' 'we just launched.'
   Continue if you hear: '30%+ repeat,' 'we know our LTV,' 'product is dialed.'

2. What's the monthly ad spend you're committing alongside the agency fee?
   Why ask this: Disqualifies budgets below your threshold.
   Disqualify if you hear: anything under $30k/mo, 'we'd start small,' 'depends on results.'
   Continue if you hear: specific $30k+ number, 'budget approved already.'

3. When was your last agency engagement, and what happened?
   Why ask this: Surfaces fresh wounds and unrealistic expectations.
   Disqualify if you hear: 'fired them last month,' 'we're scarred,' 'lost six figures with no results.'
   Continue if you hear: 'parted ways amicably,' 'in-housed,' 'never worked with one.'

4. How involved will the founder/CEO be in day-to-day creative and campaign decisions?
   Why ask this: Disqualifies micromanagement risk.
   Disqualify if you hear: 'CEO approves every ad,' 'founder runs the ad account,' 'we'll need daily check-ins.'
   Continue if you hear: 'weekly review,' 'founder trusts the team,' 'we want hands-off.'

5. What does your in-house team look like — who's responsible for sending us product, creative briefs, and approvals?
   Why ask this: Disqualifies lack of internal capacity.
   Disqualify if you hear: 'no one really,' 'we'll figure it out,' 'just the founder.'
   Continue if you hear: 'named person,' 'we have a brand manager,' 'I'll be your point.'

6. What's the timeline pressure — what happens if you wait one more quarter?
   Why ask this: Disqualifies tire-kickers without forcing events.
   Disqualify if you hear: 'no real pressure,' 'just exploring,' 'maybe next year.'
   Continue if you hear: 'we need this live by [date],' 'board pressure,' 'losing share weekly.'

7. Beyond ROAS, what does a great agency relationship feel like to you?
   Why ask this: Surfaces working-style mismatch.
   Disqualify if you hear: 'they do everything we say,' 'we want a vendor not a partner,' 'just execute.'
   Continue if you hear: 'they push back,' 'they own outcomes,' 'they bring strategy.'
Pro tips
  • Run this in the first 20 minutes — disqualifying at minute 45 wastes the same time as not disqualifying at all.
  • Frame disqualification as a service: 'I want to make sure we're a fit for you, not just the other way around.' It builds trust even on deals you exit.
  • Track which questions produce the most exits per quarter — those become your top-of-funnel filters and your ICP refinements.
Works with
ClaudeChatGPTGemini
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