01
Set your purpose and boundary
You open by explaining what you'll cover and make it clear that you want to understand the situation before discussing possible products.
Made for Bankers
Run the First 10 Minutes of a Discovery Meeting
Also useful for: people in Finance
15 min
Intermediate
Communication
Communicate Better
You guide the first 10 minutes of a client meeting from a clear purpose to a confirmed need and a useful next step, without jumping into product talk.
We'll use them to write your prompt.
Completed ✓
Make Your Play
Give us the situation. We’ll build the prompt.
You can keep discovery meetings focused, ask better follow-up questions, and avoid recommending a product before you understand what your client is trying to change or protect.
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.
02
Find the recent change
You ask about what has changed instead of treating the first product request as the full need.
03
Uncover the concern behind the request
You explore the desired outcome, urgency, and consequences without steering your client toward a product.
04
Confirm what matters most
You turn what you heard into one need statement and give your client a clear chance to correct it.
05
Agree on what to examine next
You close the opening by naming the information or options worth reviewing, without presenting a product as the answer.
Make Your Play
Run the First 10 Minutes of a Discovery Meeting
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
Choose the type of conversation you're preparing to lead.
Summarize what you already know about your client's situation without including unnecessary sensitive details.
0/10000
Enter the product request, question, or concern your client has already mentioned.
Enter any recent change you may need to explore, or say that you don't know yet.
List any topics, claims, advice, or disclosures you need to handle carefully under your bank's rules.
0/10000
Describe the practical next step you may propose if it fits the confirmed need.
This playbook was updated. Review your inputs before copying.
What you'll do
Check a step when you finish it.
01
Set your purpose and boundary
You open by explaining what you'll cover and make it clear that you want to understand the situation before discussing possible products.
02
Find the recent change
You ask about what has changed instead of treating the first product request as the full need.
03
Uncover the concern behind the request
You explore the desired outcome, urgency, and consequences without steering your client toward a product.
04
Confirm what matters most
You turn what you heard into one need statement and give your client a clear chance to correct it.
05
Agree on what to examine next
You close the opening by naming the information or options worth reviewing, without presenting a product as the answer.
Fill in the fields above to generate your prompt preview.
Assembled prompt
Beginner instructions
You can paste your basic meeting details into the prompt even if you know very little. Keep the generated plan visible during your meeting, but use it as a guide rather than reading every line. Focus on the opening, the three core questions, and the final need statement.
Advanced instructions
You can ask the AI assistant for two question paths: one for a client who gives brief answers and one for a client who shares too much detail. Adjust the wording to match your bank’s policies, required disclosures, and documentation standards before you use it.
Use this when
Use this before a new client meeting, an account review, or any conversation where your client has mentioned a product but hasn't clearly explained the underlying need.
You'll need
- Meeting context
- Known context
- Stated request
- Recent change
- Conversation limits
- Preferred next step
You'll get
- A 10-minute plan with a clear opening, questions about recent changes, follow-ups that uncover the underlying concern, a confirmed need statement, and a product-neutral next step
- You can explain the client's need without naming a product.
By the end of this playbook
You will have:
- A 10-minute plan with a clear opening, questions about recent changes, follow-ups that uncover the underlying concern, a confirmed need statement, and a product-neutral next step
- You can explain the client's need without naming a product.
Examples
Progress 1 of 5