Free: The Discovery Debrief Prompt

Paste the notes from a discovery call, and Claude hands back a one-page debrief in about 30 seconds. It’s free.

The worked example in the download starts with ten rough bullets from a call with Priya Shah, Head of Product at Acme Widgets, a made-up restaurant-bookkeeping company with about $4M in revenue. Trial conversion had halved, her engineering lead disagreed with her about why, and nobody had looked at a session recording since January. The debrief reads her budget remark (“we have some budget, just want someone who knows what they’re doing”) as a yes with no number attached, and gives you one question to send before you price anything: “are we in the $5k, $15k, or $25k range for the engagement?”

It’s the first of the eight prompts in our Proposal-Closer pack, offered on its own so you can judge our work before you buy any of it. We make everything here with AI inside a system we’ve written down: each product has a standard it has to meet and checks it has to pass, and a person signs off before it goes on sale.

What’s in the download

• The prompt, ready to copy, with notes on what makes good input.
• A Claude skill. Upload it in the Claude app under Customize → Skills, or add it to Claude Code, and it starts when you say something like “I just had a discovery call.”
• The Acme Widgets example in full, from the raw notes to the finished debrief, so you know what a good result looks like before you run it on your own.
• A short note on running it in ChatGPT, where it may need one small adjustment.

Every debrief comes back in the same six parts, starting with who they are and what they do, then the real problem, the budget signal, how they decide and the red flags, and ending on the next step we’d recommend.

Questions

Isn’t this a prompt I could write myself? You could write a prompt. The example shows what this one does that a quick prompt usually skips: it separates the problem a prospect names from the one underneath it, reads the budget signal, and flags the risks you’d want to price for. Run it on your next call’s notes and judge it there.

What does it cost? Your email address, which we use to send you the download link.

Who is it for? Independent consultants, fractional executives and small agencies of one to five people. When you come off a discovery call, your notes need turning into something you can act on, and this does it before your next meeting starts.

Who shouldn’t bother? Anyone who hasn’t run a discovery call yet, because the prompt needs notes from a real conversation. And it isn’t for closing deals by itself. It writes the debrief; the scope, the price, the proposal and the follow-up are the rest of the pack.

Does it work in ChatGPT? Yes. The download includes a note on the one adjustment it may need.

What’s next

If proposals take too much of your week, the Proposal-Closer Prompt Pack ($37) takes this debrief through seven more steps: fit check, scope options, pricing, proposal draft, objection replies, follow-up emails and a deal debrief. Each step works from the one before, and you check each one, which comes to about 25 minutes on a real engagement against 90 or more without it.

For the whole practice (lead research, onboarding, meetings, first drafts, case studies and retros), The Solo Consultant’s AI Playbook ($47) is the book.

Format & delivery

An instant download, as one small zip of plain-Markdown files that open on a Mac, Windows, Linux, an iPad or a phone. Updates are free. If we ship a new version, you get a fresh link by email.