AI prompt to prepare discovery questions for a first meeting
Many sales are won or lost in the follow-up and in how clearly the agent explains the options. AI drafts follow-ups, objection responses, proposal summaries and call scripts in seconds, so agents stay consistent without sounding scripted.
Below is a ready-to-copy prompt to prepare discovery questions for a first meeting, a detailed version that asks you clarifying questions first, and 1 specialized AI tool (Zocks) with instructions for this task. It also works in ChatGPT, Claude, Gemini or Copilot.
The prompt
Create 20 discovery questions for a first meeting with a new household prospect covering home, auto, life, health and goals. Organize by topic; no PII collection beyond what is needed in the meeting.
Detailed version (asks clarifying questions first)
Act as an experienced assistant to a licensed insurance agent. Before answering, ask me up to 3 clarifying questions (the line of business, where the prospect is in the sales process, and tone). Then complete this task, and finish with a short checklist of statements I should verify with my compliance team. Task: Create 20 discovery questions for a first meeting with a new household prospect covering home, auto, life, health and goals. Organize by topic; no PII collection beyond what is needed in the meeting.
What a good result looks like
Good discovery questions are open and organized by topic (household, home, vehicles, life and health, goals), so the conversation flows naturally and you learn what the household actually needs before quoting anything.
Common mistakes and watch-outs
Collect only what you need for the meeting, and don't ask health questions unless you're licensed and it's relevant. Write down answers carefully. If an AI meeting tool such as Zocks is used, get consent to record first.
How to adapt the prompt
Adapt the questions for young families, retirees or business owners, and ask the AI to cut it to ten for a short first call.
Household - Who lives with you, and who depends on your income? Home - Do you own or rent? Any recent renovations? Vehicles - Who drives what, and how often? Life and health - Do you have life insurance through work or on your own? Goals - What would you most want to protect if something went wrong? - What's most important to you in an agent?
How to use it
- Copy the prompt. Copy the short prompt above, or the detailed version if you want the AI to ask clarifying questions first.
- Add your details. Add the details for your situation (line of business, audience, tone). Keep it de-identified; never paste client personal information.
- Run it in the right tool. Paste it into ChatGPT, Claude, Gemini or Copilot, or use Zocks as described below.
- Review before you use it. Collect only the information you need, and store what clients share securely. Check every fact, name and number yourself.
- Take the next step. Next, see: Prepare for a client review meeting.
Best AI tools for this task
Specialized tools first, ordered by fit for this task (never by payout), then any general AI assistant.
Zocks site ↗
AI assistant for financial services: meeting prep, notes, onboarding and plans.
Use Zocks for meeting prep before the first appointment.
Any AI assistant
ChatGPT Claude Google Gemini Microsoft Copilot
Paste the prompt above (short or detailed) into any of these.
Before you use it
- Collect only the information you need, and store what clients share securely.
- Never paste client personal information (names, policy numbers, health or financial details) into AI tools your agency hasn't approved.
- Review every AI output for accuracy and compliance before you use it.
Related tasks
More: All sales and quoting prompts · All AI prompts · Call & Meeting Notes tools