01
Build the deal record
You separate what the potential client confirmed from assumptions, missing facts, buying signals, and risks. This prevents call enthusiasm from turning into unsupported proposal claims.
Made for Consultants
Move From Intro Call to Signed Agreement
150 min
Advanced
Business & Entrepreneurship
Get More Clients
Turn an intro call into a clear, signable engagement without losing momentum or making promises the client didn't request.
We'll use them to write your prompt.
Completed ✓
Make Your Play
Give us the situation. We’ll build the prompt.
Good calls often stall because the next steps are vague, the scope shifts, or follow-up feels improvised.
Your answers save as you type.
What you'll do
This is the plan inside your prompt. Add your details first. Then follow these steps with ChatGPT or Claude.
02
Send the meeting recap
You confirm shared understanding while the call is still fresh and give the potential client an easy way to correct important details.
03
Lock the scope before proposing
You turn the discussion into firm working boundaries. Gaps stay visible instead of getting buried in proposal language.
04
Build the proposal
You connect the client's stated need to a specific engagement, price, timeline, and decision request.
05
Run the pre-send check
You catch unclear commitments, scope creep, weak commercial terms, and approval gaps before the proposal reaches the client.
06
Deliver with a decision path
You send the proposal with a clear action instead of attaching it to a vague check-in.
07
Schedule useful follow-up
You stay present without sending repeated messages that only ask whether the proposal was reviewed.
08
Set negotiation boundaries
You prepare trades before pressure makes every request feel urgent. You protect the fee, scope, timeline, and payment terms as one connected package.
09
Control revisions
You document requested changes and their effects so informal concessions don't quietly become binding expectations.
10
Clear the signature gate
You verify that the final agreement matches the approved deal before work begins, then set up a clean handoff to delivery.
Make Your Play
Move From Intro Call to Signed Agreement
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
Describe the potential client, the business need, the people involved, and why this opportunity may move forward.
0/10000
Paste your call notes, direct quotes, questions, concerns, commitments, and stated next steps.
0/10000
State the result the client wants and how the client may judge progress or success.
0/10000
List the work you can provide, likely deliverables, timeline, client responsibilities, and anything you won't include.
0/10000
Enter your proposed fee structure, payment timing, options, and any pricing assumptions already discussed.
0/10000
Describe who decides, who influences the choice, the target decision date, and any procurement or approval steps you know about.
0/10000
Set your minimum acceptable terms, flexible points, non-negotiable boundaries, and conditions for walking away.
0/10000
Choose the style that best fits your relationship with the potential client.
This playbook was updated. Review your inputs before copying.
What you'll do
Check a step when you finish it.
01
Build the deal record
You separate what the potential client confirmed from assumptions, missing facts, buying signals, and risks. This prevents call enthusiasm from turning into unsupported proposal claims.
02
Send the meeting recap
You confirm shared understanding while the call is still fresh and give the potential client an easy way to correct important details.
03
Lock the scope before proposing
You turn the discussion into firm working boundaries. Gaps stay visible instead of getting buried in proposal language.
04
Build the proposal
You connect the client's stated need to a specific engagement, price, timeline, and decision request.
05
Run the pre-send check
You catch unclear commitments, scope creep, weak commercial terms, and approval gaps before the proposal reaches the client.
06
Deliver with a decision path
You send the proposal with a clear action instead of attaching it to a vague check-in.
07
Schedule useful follow-up
You stay present without sending repeated messages that only ask whether the proposal was reviewed.
08
Set negotiation boundaries
You prepare trades before pressure makes every request feel urgent. You protect the fee, scope, timeline, and payment terms as one connected package.
09
Control revisions
You document requested changes and their effects so informal concessions don't quietly become binding expectations.
10
Clear the signature gate
You verify that the final agreement matches the approved deal before work begins, then set up a clean handoff to delivery.
Fill in the fields above to generate your prompt preview.
Assembled prompt
Beginner instructions
Work through the sections in order. Start by pasting rough notes, even if they aren’t organized. Check every draft against what the potential client actually said. Replace placeholders before sending anything, and get qualified help with contract language you don’t understand.
Advanced instructions
Use the workflow as a controlled deal record. Track assumptions separately from confirmed facts, tie every concession to a return, and revise the scope and commercial terms together. If several stakeholders are involved, map influence, approval authority, procurement steps, and the cost of delay before you send the final proposal.
Use this when
Use this after a promising intro or discovery call when the potential client has a real need, you understand the likely work, and you need to move the opportunity toward a decision.
You'll need
- Client and opportunity
- Meeting notes
- Client outcome
- Service scope
- Pricing approach
- Decision process
- Negotiation limits
- Communication style
You'll get
- A written recap, confirmed or clearly marked scope, proposal, delivery message, dated follow-up plan, negotiation boundaries, and pre-signature check
- You can show what changed during negotiation and why
- Either a signed agreement, a documented next decision step, or a clear closed-lost outcome.
By the end of this playbook
You will have:
- A written recap, confirmed or clearly marked scope, proposal, delivery message, dated follow-up plan, negotiation boundaries, and pre-signature check
- You can show what changed during negotiation and why
- Either a signed agreement, a documented next decision step, or a clear closed-lost outcome.
Examples
Progress 1 of 10