Discovery Call Prep Packet · 30 Minutes to Build

One call, one clear answer: proposal, second call — or a clean no.

Prepared for a fictional discovery call with Mara Ellison, founder of Fern & Field Botanicals. This packet is what the skill produces before the call starts: research, agenda, questions, bands, and a close.

Prospect: Mara Ellison, founder, Fern & Field Botanicals (botanical skincare, 14 people)  |  Call: Thursday, 30 minutes  |  Project: Website redesign + booking flow, before the spring launch

01 The pre-call brief

Fifteen minutes of research, boiled to one page. One observation to open with, one hypothesis to test, and the lines you will not cross.

Observation to open with

Mobile booking takes 5 taps — and stops at payment.

Reference it in minute one. It proves you did the work before asking for their time.

Hypothesis to test

The problem is checkout friction, not traffic.

If the call proves otherwise, the scope changes — that is what the questions are for.

Walk-away lines

No band   No decider   No date

Any one missing after the call means no proposal yet — a summary and a gap-closing call instead.

02 The 30-minute agenda

Click each block to see what happens in it. The call is about their problem for the first 20 minutes — your credentials enter only when asked.

Open with the contract

“Thanks for making time — I've got 30 minutes. I'd like to understand the problem, check whether I'm the right person, and leave with a clear next step: either a proposal, or a no. Sound fair?”

  • Confirm the time box: “We're good until :30?”
  • Say you will take notes — and ask if recording is okay, if you record at all.

Let them describe the problem

No pitching, no portfolio, no screen share. Two questions, then silence.

  • “What prompted you to take this call now?”
  • “Walk me through how booking works today — where does it break?”

Qualify in order

Cost of doing nothing, 90-day outcome, budget band, deciders, deadline with a consequence. Each answer changes the next question.

  • Talk-listen target: you 40%, them 60%.
  • If you catch yourself pitching, stop and ask a question.

Reflect, then price in bands

“So if I have this right — mobile buyers drop out at payment, it's costing roughly $4,000 a month in lost bookings, and you need it fixed before the spring launch. Did I miss anything?”

  • Reflection lets them correct you while correction is cheap.
  • Then a band, never a live precise quote.

Close with a date

One of four endings, all dated: proposal path, second call with deciders, clean no, or dated check-in. “Let's stay in touch” is not a next step.

  • Proposal by Thursday noon; decision call Friday at 10.
  • Recap email within two hours: what you heard, the band, the next step.

03 Questions that surface the truth

Eight of the skill's 24, chosen for this prospect. Each one moves the deal forward — none of them fills a form.

“What prompted you to look at this now?”Listen for: a trigger event (the spring launch) versus a vague wish.
“What does this cost you in lost bookings each month?”Listen for: a number, even a rough one. No number, no urgency.
“What does success look like 90 days after this ships?”Listen for: an outcome (“bookings convert”) versus a feature (“a new website”).
“What range have you set aside for this?”Listen for: a band, a ceiling, or a freeze — a freeze gets offered bands, not pressure.
“Besides you, who else weighs in — and who signs off?”Listen for: names, not roles. “Marketing” is not a person.
“What happens if you miss the spring launch?”Listen for: a real cost versus embarrassment. Only real costs close deals.

04 Price in bands, on the call

Pick a band to see the scope line that goes with it. A band named on the call is a commitment — a precise quote invented live will haunt the proposal.

Redesign of the booking flow only — 5 taps to 2, payment fixed, launch-ready in 3 weeks. Fits a tight band without pretending the whole site is included.

05 Objection cards — click to flip

Acknowledge, ask, answer briefly — then back to a question. Never argue, never discount live.

“That's more than we expected.”

Click to see the reply.

Tap card to flip

Reply

“Understood — worth being clear now. What range had you planned?” If the gap is scope, shrink the scope. Never drop the price to hold the call.

“Just send me a proposal.”

Click to see the reply.

Tap card to flip

Reply

“Happy to — so it's useful, can I ask two quick questions first?” A proposal sent to someone who hasn't answered budget, authority, and timeline is a document that gets ghosted.

“I need to think about it.”

Click to see the reply.

Tap card to flip

Reply

“Totally fair — is it the scope, the timing, or the investment?” Name the blocker, then agree a dated decision. A think-it-over without a date is a no wearing a polite mask.

“We're talking to others.”

Click to see the reply.

Tap card to flip

Reply

“Good — you should compare.” Then: “What would make the choice easy for you?” Differentiation comes from their criteria, not your pitch.

06 Score the call — proposal or walk away?

Tick what this fictional call established. The scorecard decides by number, not by how good the call felt.

Call score

0 / 24 — tick the boxes above to score this call.

Not scored yet.

A score below 14 means no proposal yet — close the gap or walk away.

07 The recap — sent within two hours

The recap is not admin. It is the document Mara forwards to the stakeholder you never met.

This page is a sample output of the Discovery Call Writer skill — fictional prospect, fictional numbers. The full method (intake gate, 24-question bank, 8 objection cards, scorecard) is inside the paid skill.