How to prep for a discovery call with AI

AI cuts discovery-call prep at an advisory firm from 30 minutes to 5 by automatically pulling everything the firm knows about the prospect — inbound submission, LinkedIn profile, public filings, prior touches — into a one-page brief with talking points and likely questions. The advisor walks into the call already knowing the playing field.

What the brief includes

• Prospect name, role, company.
• LinkedIn highlights and career history.
• The actual inquiry text and any context they provided.
• Public information (executive comp filings, SEC filings, news mentions).
• Likely questions they'll ask, based on their profile.
• 3-5 talking points the advisor should bring up.
• Risk flags (red flags the advisor should clarify early).

What it doesn't do

• Score the prospect on protected characteristics.
• Make the decision about whether to take them as a client.
• Replace the actual conversation.

The setup

• Calendar integration: AI sees the discovery call on the calendar 30 minutes before.
• Lead source integration: AI pulls the original inbound submission.
• Public-data lookup: AI checks LinkedIn, news, SEC filings (where appropriate).
• Brief delivery: AI sends the one-pager to the advisor's email or Slack.

The honest result

Advisors who use this report 30-40% higher close rates on discovery calls because they walk in knowing the prospect's actual situation rather than fishing for it during the first 10 minutes.

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