01
Build your discovery question path
You enter the stated request and known context, run the prompt, and review the resulting questions before your conversation.
Made for Bankers
Turn a Product Request Into Discovery Questions
Also useful for: people in Finance
5 min
Beginner
Money Conversations
Communicate Better
Turn a stated banking product request into 10 ordered questions about the client's goal, timing, cash flow, priorities, and tradeoffs.
We'll use them to write your prompt.
Completed ✓
Make Your Play
Give us the situation. We’ll build the prompt.
Avoid jumping straight into a product that may not solve the real need.
Your answers save as you type.
What you'll do
This is the plan inside your prompt. Add your details first. Then follow these steps with ChatGPT or Claude.
Make Your Play
Turn a Product Request Into Discovery Questions
Tell us what the prompt needs to know
Start with the questions below. Each answer personalizes the playbook and builds the prompt you’ll use at the end.
Your situation
Enter the product or service the client requested, using the client's wording when possible.
Add relevant details you already know without including sensitive identifiers.
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Choose where or how you expect to have the conversation.
Choose the broad client type so the questions fit the conversation.
This playbook was updated. Review your inputs before copying.
What you'll do
Check a step when you finish it.
01
Build your discovery question path
You enter the stated request and known context, run the prompt, and review the resulting questions before your conversation.
Fill in the fields above to generate your prompt preview.
Assembled prompt
Beginner instructions
You enter the product request in the client’s own words. Add only the context you already know, then use the questions in order. You can skip a question when the client has already answered it clearly.
Advanced instructions
You can adjust the order based on what you hear. Start with the desired outcome, then follow the strongest signal while still covering timing, cash flow, obligations, flexibility, and tradeoffs before you discuss next steps.
Use this when
You use this before or during a conversation when a client asks about a loan, credit line, deposit account, refinance, or another banking product.
You'll need
- Product request
- Known context
- Conversation setting
- Client type
You'll get
- One opening transition, 10 ordered discovery questions, useful follow-ups, three signals to watch for, and a closing summary that confirms the need without pushing a product.
By the end of this playbook
You will have:
- One opening transition, 10 ordered discovery questions, useful follow-ups, three signals to watch for, and a closing summary that confirms the need without pushing a product.
Examples
Progress 1 of 1