DISCOVERY BRIEF, complete from approved sources only.
Seller / offer:
Offer boundaries and claims evidence:
Prospect / role (mark unknown authority):
Accepted meeting length:
Call learning goal:

SOURCES, ID | origin | date | exact factual note
F1 |
F2 |
F3 |

FACT LEDGER, statement | source ID | qualification/uncertainty

HYPOTHESES, possible explanation | neutral question that could disprove it

UNKNOWN, impact, priorities, buying process, budget, timing

PROPOSED AGENDA, invite prospect changes
PRIORITY QUESTIONS:
OFFER FIT / MISMATCH:
PROPOSED NEXT STEP, no acceptance assumed

AFTER THE CALL, complete only from actual notes
Confirmed information:
Unresolved questions:
Accepted action | owner | agreed date (or unknown):
Rejected or unaccepted proposals:
Human reviewer / review date: