Claude Prompt: Prep for a Discovery Call

Give Claude the account and the role you are meeting. It returns the people likely on the call and one question to ask each. It works in any MCP client connected to https://api.leadocean.io/mcp. Setup is on the MCP page.

The prompt

I have a discovery call with a VP of Operations at acme.com, a US
manufacturer with 501-1000 people. I sell scheduling software.
1. Call leadocean_count_leads with jobLevel VP, jobFunction Operations,
   employeeRange 501-1000, country US, industry Manufacturing. Tell me
   how many such VPs exist.
2. Call leadocean_search_leads with domain acme.com, jobLevel VP and
   Director, jobFunction Operations and Finance & Accounting, limit 8.
3. Show a table: title, function, likely role on the call.
4. For each person, give one discovery question tied to their title.
5. Name the one person I should ask to bring to the call.

What it resolves to

Step 2 adds domain acme.com and widens jobLevel and jobFunction to find the rest of the room. Claude infers call roles from titles. LeadOcean does not hold meeting invites or reporting lines, so treat the roles as a first guess and confirm them on the call.

How many match

58 mailable people matched on 2 October 2026. Filters: jobLevel VP, jobFunction Operations, employeeRange 501-1000, country US, industry Manufacturing. Mailable means verified, catch_all_valid or catch_all, the count_leads default.

The count is free. It tells you how common your contact is before you pull any rows. A small number means the role is rare and every call matters. A large number means you can pick your next account from the same list.

What you get back

These are placeholder values, not real records.

Variations

• Different seller: replace "scheduling software" with "payroll software" and swap Operations for Human Resources in jobFunction.
• Smaller accounts: change employeeRange to 51-200 and the title to Director.
• Several calls: paste three domains and ask for one table per account.

Records it spends

leadocean_count_leads is free. leadocean_search_leads costs 1 record per person returned, so limit 8 costs up to 8. Free gives you 1,000 records one-off with no card. Pro is $499 a month. See pricing.

Related prompts

• Write an account plan
• Plan territories by headcount
• Research an account in 5 minutes

Want it packaged? See the call prep brief skill. More prompts live in the prompts hub.