Before40m
After5m
8×

Discovery questions from a 10-K

The problem

Discovery questions stay generic because nobody has time to read the annual report.

40 minutes reading an annual report.

The value

Five questions grounded in what the CFO already told investors, each tied to a metric they are measured on.

5 minutes.

The move

Read {10-K}. List the 3 initiatives management committed to and the metric for each. Write 5 discovery questions for {persona} that connect those metrics to {our capability}.

Fill the highlighted parts with your own account, persona or files.

The stack

  • Claude
  • Glean
Who it is for
Sales Rep
Outcome
Win rate
Level
Starter
Time to build
Under 1 hour
Shared by
Sales Enablement

Sample library. Workflows, clips and figures are illustrative until real team videos are added.

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