01
Shape the strongest paid opportunity
You run one focused analysis that tests the evidence, selects the right engagement path, scopes the opportunity, and prepares your client follow-up.
Made for Consultants
Turn Discovery Notes Into a Paid Project
25 min
Intermediate
Business & Entrepreneurship
Get More Clients
You convert a discovery conversation into a practical opportunity brief with a defined problem, outcome, scope, readiness decision, and follow-up message.
We'll use them to write your prompt.
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Make Your Play
Give us the situation. We’ll build the prompt.
Discovery calls often surface several problems without making the best project obvious.
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What you'll do
This is the plan inside your prompt. Add your details first. Then follow these steps with ChatGPT or Claude.
Make Your Play
Turn Discovery Notes Into a Paid Project
Tell us what the prompt needs to know
Start with the questions below. Each answer personalizes the playbook and builds the prompt you’ll use at the end.
Your situation
Paste the rough notes, quotes, concerns, goals, questions, and buying signals from your discovery meeting.
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Describe the client, meeting purpose, attendees, decision process, and any history that affects the opportunity.
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List the services, methods, and deliverables you can credibly provide for this opportunity.
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List any limits involving timing, scope, access, delivery capacity, pricing, or work you won't perform.
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Choose the type of recommendation you want the analysis to consider first.
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What you'll do
Check a step when you finish it.
01
Shape the strongest paid opportunity
You run one focused analysis that tests the evidence, selects the right engagement path, scopes the opportunity, and prepares your client follow-up.
Fill in the fields above to generate your prompt preview.
Assembled prompt
Beginner instructions
You can paste rough notes without cleaning them first. Add enough context to explain who attended, why the meeting happened, and what you can realistically deliver. Review every assumption before using the follow-up message.
Advanced instructions
You can include buying signals, stakeholder dynamics, prior attempts, operational costs, and decision timing. Use the opportunity ranking to reject weak work instead of forcing every conversation into a proposal.
Use this when
Use this after a discovery meeting when the client showed interest or described a meaningful problem, but you still need to shape the conversation into a specific engagement.
You'll need
- Discovery notes
- Client context
- Services and capabilities
- Constraints
- Preferred path
You'll get
- One evidence-based opportunity brief, a clear decision between a defined project, paid diagnostic, or more qualification, a scoped next step, and a follow-up message with no unsupported claims.
By the end of this playbook
You will have:
- One evidence-based opportunity brief, a clear decision between a defined project, paid diagnostic, or more qualification, a scoped next step, and a follow-up message with no unsupported claims.
Examples
Progress 1 of 1