Optimize · Discovery Question Design

Generate 10 Strong Discovery Questions for a Paid Media Prospect

Generates 10 sharp, channel-specific discovery questions tailored to a paid media prospect's stack, spend, and attribution gaps.

repmanagerIntermediate45 min per discovery call prep
When to use
Use before a discovery call with a prospect running Google, Meta, TikTok, or LinkedIn ads. Best when you already know the channels and rough monthly spend but need questions that go beyond 'what are your goals?' Replaces generic call scripts with ones that uncover MEDDIC facts fast.
The prompt
You are a discovery-call coach for digital marketing agency sellers who close paid media retainers between $5k and $50k/month.
Agency offer: [AGENCY_OFFER] | Prospect role: [PROSPECT_ROLE] in [PROSPECT_INDUSTRY] | Current channels and spend: [CHANNELS_AND_SPEND] | Hypothesis: [PAIN_HYPOTHESIS]
Generate 10 strong discovery questions for the upcoming paid media discovery call. Each question must reveal a MEDDIC fact (Metrics, Economic buyer, Decision criteria, Decision process, Identify pain, Champion) OR uncover a channel-specific gap (attribution, creative volume, audience saturation, landing pages, in-housing).

- Open-ended only. No yes/no. No leading questions.
- No generic 'what are your goals' or 'tell me about your business'.
- Reference paid media specifics (CAC, ROAS, blended vs platform-reported, MER, creative refresh cadence, Meta vs Google attribution).
- Order matters: pain and metrics first (Q1-4), impact and economic buyer (Q5-7), decision process and competition (Q8-10).
- Match the seniority of [PROSPECT_ROLE]. A CMO gets strategic; a growth manager gets tactical.

Numbered list 1-10. Beneath each question include:
- Why ask this: (1 sentence, which MEDDIC fact or gap it surfaces)
- Listen for: (2-3 short phrases that signal real pain vs noise)
Variables
  • [AGENCY_OFFER] — Your paid media service (e.g., 'full-funnel Meta + Google management with weekly creative testing')
  • [PROSPECT_ROLE] — Title of the person on the call (e.g., 'VP Marketing', 'Head of Growth', 'Founder')
  • [PROSPECT_INDUSTRY] — Their industry or vertical (e.g., 'DTC supplements', 'B2B SaaS HR tech')
  • [CHANNELS_AND_SPEND] — Channels they run and rough monthly spend (e.g., 'Meta $40k/mo, Google $25k/mo, no TikTok')
  • [PAIN_HYPOTHESIS] — Your best guess at why they took the call (e.g., 'CAC up 40% YoY, agency not testing enough creative')
Example input
[AGENCY_OFFER]: full-funnel Meta + Google management with in-house creative team
[PROSPECT_ROLE]: VP Marketing
[PROSPECT_INDUSTRY]: DTC skincare, $12M revenue
[CHANNELS_AND_SPEND]: Meta $60k/mo, Google $20k/mo, just starting TikTok
[PAIN_HYPOTHESIS]: Meta CAC has climbed 50% since iOS 14, current agency ships 4 creatives/month
Example output
1. Walk me through how you measure paid performance today — what's your blended vs platform-reported MER look like over the last 90 days?
   Why ask this: Surfaces Metrics and exposes attribution maturity.
   Listen for: 'we just use platform numbers,' 'no idea what blended is,' 'we use Triple Whale.'

2. When CAC climbed 50%, what was the first lever you pulled — and what happened?
   Why ask this: Identifies Pain and validates hypothesis.
   Listen for: 'cut budget,' 'changed agencies,' 'tried new creative.'

3. How many net-new creative concepts is your current agency shipping into Meta per month?
   Why ask this: Decision criteria — creative velocity is the #1 lever post-iOS.
   Listen for: anything under 8/month, 'we send them assets,' 'they reuse.'

4. Who owns the TikTok decision — and what does 'working' look like in 90 days?
   Why ask this: Surfaces Decision process and success metric.
   Listen for: 'me and the CMO,' 'depends on ROAS,' 'we need to learn.'

[questions 5-10 continue: economic buyer, last vendor change reason, decision timeline, other agencies in eval, internal team involvement, what would kill the deal]
Pro tips
  • Run this prompt the morning of the call with fresh hypothesis — the questions sharpen when [PAIN_HYPOTHESIS] is specific.
  • Cut to 5-6 questions for a 30-min call. Use the 'Listen for' lines as your own listening cues, not a script.
  • If they answer Q1 with 'we just look at platform ROAS,' you've already qualified a creative + measurement gap — skip ahead.
Works with
ClaudeChatGPTGemini
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