Skill 1
Discovery prep brief
Use when an AE needs a pre-call discovery brief from public, CRM-safe, and approved context before a buyer conversation.
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Sales discovery workflow library
Account Executive discovery
Prepare discovery questions, risk checks, buyer context, and follow-up artifacts for complex sales conversations.
This is a complete workflow library with 5 individual skills. Download the full library or pick the specific skill folder your team needs first.
Individual skills in this library
Use one skill at a time, or keep the full workflow together.
Some AI tools expect one skill folder per upload. Download the full library when you want the whole workflow, or download an individual skill when you only need one job done.
Skill 2
Discovery question builder
Use when preparing buyer-specific discovery questions from workflow context, persona assumptions, risks, and approved account evidence before a live call.
Skill 3
Call note cleanup
Use when redacted discovery notes, transcripts, or meeting fragments need to become structured facts, assumptions, open questions, and internal-only notes.
Skill 4
Follow-up draft builder
Use when an AE needs a cautious buyer-facing follow-up from reviewed discovery notes without adding unsupported commitments or sensitive internal context.
Skill 5
CRM-safe discovery summary
Use when discovery findings need to be saved into CRM as useful context while excluding sensitive details, unsupported claims, and negotiation strategy.
Security fit check
Is the public Account Executive discovery library enough, or does this need deeper review?
Use the public library when the workflow is low-risk, the inputs are already sanitized, and a team member can review the output before it reaches a buyer or customer.
Do deeper review when this workflow touches real tools, data sources, role ownership, approval paths, or customer-facing output.
DiscoveryAccount ExecutiveSales Manager
Good deeper-review trigger signals
- The workflow touches customer, prospect, CRM, proposal, security, pricing, or campaign data.
- Different teams disagree on the approved source of truth.
- The AI output could become customer-facing, revenue-impacting, or compliance-sensitive.
- You need reusable eval checks before asking more people to use the workflow.