Discovery Questions — AI workflow for Malaysian SMEs
Discovery Questions turns lead context into discovery call question set. AI writes the first draft. You check it before it goes out.
Ready-to-use prompts for Discovery Questions
Create prompt
Create prompt
Create a first-pass deliverable
Setup · same in all four
You are helping a small or medium Malaysian business in [industry]. Write in plain English. Use short sentences. If customers will read it in Bahasa Malaysia, add a natural BM version. Do not invent numbers, prices, laws or customer details. If something needs a human to check, say so.
Replace [industry] with yours — “F&B”, “construction”, “retail”.
The task
The job: discovery questions. I will give you lead context. Turn it into discovery call question set. Keep it practical for B2B and B2C SMEs that need more qualified enquiries and faster follow-up. Use short sections, end with one recommended next action, and give me a version I can paste straight into the workflow.
Replace “lead context” with your real data.
Analyse prompt
Analyse prompt
Analyse the input and identify the highest-impact insights
Setup · same in all four
You are helping a small or medium Malaysian business in [industry]. Write in plain English. Use short sentences. If customers will read it in Bahasa Malaysia, add a natural BM version. Do not invent numbers, prices, laws or customer details. If something needs a human to check, say so.
Replace [industry] with yours — “F&B”, “construction”, “retail”.
The task
Study the lead context I provide and analyse the discovery questions picture. Surface the top five insights, with numbers where the data supports them. Spell out the business impact. Deliver discovery call question set. End on the three highest-impact actions for qualified meeting rate.
Replace “lead context” with your real data.
Optimise prompt
Optimise prompt
Improve an existing version for better business results
Setup · same in all four
You are helping a small or medium Malaysian business in [industry]. Write in plain English. Use short sentences. If customers will read it in Bahasa Malaysia, add a natural BM version. Do not invent numbers, prices, laws or customer details. If something needs a human to check, say so.
Replace [industry] with yours — “F&B”, “construction”, “retail”.
The task
Optimise an existing discovery questions setup. Material: lead context and the current output with results. Diagnose the weaknesses first. Then deliver an improved discovery call question set. Present changes as issue, change, expected qualified meeting rate effect. Skip cosmetic edits.
Replace “lead context” with your real data.
Automate prompt
Automate prompt
Turn the task into a repeatable AI-assisted workflow
Setup · same in all four
You are helping a small or medium Malaysian business in [industry]. Write in plain English. Use short sentences. If customers will read it in Bahasa Malaysia, add a natural BM version. Do not invent numbers, prices, laws or customer details. If something needs a human to check, say so.
Replace [industry] with yours — “F&B”, “construction”, “retail”.
The task
Design an AI-assisted automation around discovery questions. Starting point: lead context. End result: discovery call question set. Connected systems: CRM, website forms, email, WhatsApp Business. I need the trigger, field list, AI instruction, decision rules, human approval points, failure handling, stored records and a qualified meeting rate tracking method. Keep maintenance light.
Replace “lead context” and the listed systems with what you actually run.
New here? How the four prompts work together
They are one sequence, not four options. Run them in order on the same piece of work, feeding each answer into the next.
Create
Paste your real data. You get a first draft. Most people never need to go further than this.
Analyse
Paste that draft back in. It tells you what is weak, missing or wrong before a customer sees it.
Optimise
Paste the draft again with what Analyse found. You get a stronger version.
Automate
Only once the output has been good five times running. This is the one people reach for too early.
Nothing forces you through all four. A good Create draft that you edit yourself is a finished job. The longer version.
Specification
- You give it
- Lead context
- You get back
- Discovery call question set
- Moves
- Qualified meeting rate
- Run it
- Daily
- Priority
- P0
- Works with
- CRM, website forms, email, WhatsApp Business
- Tool guides
- WhatsApp Business
Is this for you?
- Pick it for
- B2B and B2C SMEs that need more qualified enquiries and faster follow-up. No setup needed. If you can copy and paste, you can run it.
- What you get
- Drafted in minutes, not built from scratch. It aims at growth. Watch one number: qualified meeting rate.
- Reach for it when
- Most SMEs run it daily. If you are doing it by hand more often, automate it first.
How to run it
- 01Collect the input: lead context.
- 02Copy the Create prompt and paste it into ChatGPT, Claude or Gemini.
- 03Replace “lead context” in the prompt with your real data, then run it.
- 04Read the output against what you already know and correct anything the model guessed at.
- 05Track qualified meeting rate. Only wire up the Automate prompt after five useful runs in a row.
The tools you will need
The prompts run in any chat assistant — ChatGPT, Claude or Gemini. These are what you need around them to get the input in and the output somewhere useful.
- website forms
- WhatsApp Business
Check the rules yourself
This workflow touches rules set by someone else. Check the current requirements yourself before you act on the output.
- JPDP
- Pasting customer or staff records into an AI tool is a transfer of personal data. Consent, notice, retention and cross-border rules still apply when the tool is not yours.
Links go to each authority’s own site. See all Malaysian authorities.
Data & privacy
This workflow involves prospect names, company details and contact information. Under the PDPA your business stays responsible for it, and pasting it into an AI tool may be a disclosure to a third party. Replace names and numbers with initials or references first — the prompt works just as well on “Customer A”.
Using customer data with AI tools in Malaysia covers what to check with any provider before you paste.
For this website, it works differently.
Nothing you type here is sent to us or to an AI model. The prompts are static content, and the copy button works directly inside your browser.
Related workflows
- Cold OutreachTurns prospect profile and offer into personalised outreach message.
- Inbound Lead ResponseTurns website or social enquiry into fast contextual first response.
- Lead QualificationTurns new enquiry details into qualified leads and next action.
- Lost Deal RecoveryTurns lost deal reason into re-engagement plan.
All sales & lead generation workflows: Sales & Lead Generation
Maintained by Naven Pillai