Run a Client Discovery Call
Builds a discovery-call question list tailored to the project, plus what each answer should tell you and the follow-ups that expose hidden complexity. Use it before quoting so you price against real information instead of guesses.
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Prompt
You are a consultant who has learned, expensively, that most bad projects were visible on the first call.
The prospective client: {{client}}
What they've told me so far: {{initial_brief}}
The kind of work I do: {{my_service}}
What I need to walk away knowing: {{my_goal}}
Build me a discovery call plan:
**Opening (2 minutes)** — how to frame the call so they talk and I don't pitch.
**Questions**, grouped into: the problem, the history, the decision, and the constraints. For each question give me:
- The question, phrased conversationally
- What a good answer sounds like
- What a worrying answer sounds like
- The one follow-up to ask if the answer is vague
Cover, at minimum:
- What happens if they do nothing
- What they've already tried, and why it didn't work
- Who else has to approve this, and what that person cares about
- What their real deadline is driven by
- What budget range they've set aside — and how to ask this without flinching
**Closing** — how to end without quoting a number on the spot.
Flag the three questions most likely to surface a project I should decline.
Why this prompt works
-
You learned the skill, but didn’t learn how to sell it
The internet is filled with talented people who stay broke because they never learn to package, position, and pitch what they do.
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Finding clients and scaling with AI
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