01
Set Your Phase Boundaries
You define the purpose of the free call and the paid value of diagnosis and delivery before sorting individual questions.
Made for Consultants
Separate Valuable Diagnosis From Free Sales Talk
25 min
Intermediate
Boundaries
Prepare for a Conversation
Turn a mixed list of client questions into clear boundaries for a free fit call, paid diagnostic, and delivery phase.
We'll use them to write your prompt.
Completed ✓
Make Your Play
Give us the situation. We’ll build the prompt.
You can stay helpful in sales conversations without giving away the analysis, conclusions, or recommendations clients should pay to receive.
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
Classify the Questions
You run the compiled prompt to sort each question based on the judgment, evidence, and work needed to answer it.
03
Finalize Your Call Language
You review the borderline cases and choose language you can use without sounding vague, defensive, or unhelpful.
Make Your Play
Separate Valuable Diagnosis From Free Sales Talk
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 service you may sell after the fit call.
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Describe what you need to learn or confirm during the free call.
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List the analysis, findings, or recommendations included in your paid diagnostic.
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Describe the work that begins after the client approves your findings or direction.
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List the discovery questions you want to sort, with one question per line.
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Choose how firm you want the explanation to sound.
This playbook was updated. Review your inputs before copying.
What you'll do
Check a step when you finish it.
01
Set Your Phase Boundaries
You define the purpose of the free call and the paid value of diagnosis and delivery before sorting individual questions.
02
Classify the Questions
You run the compiled prompt to sort each question based on the judgment, evidence, and work needed to answer it.
03
Finalize Your Call Language
You review the borderline cases and choose language you can use without sounding vague, defensive, or unhelpful.
Fill in the fields above to generate your prompt preview.
Assembled prompt
Beginner instructions
Start with questions from one real sales call. Describe each phase in plain language, then run the prompt. If a question asks why something is happening or what the client should do, check whether it belongs in the paid diagnostic.
Advanced instructions
Add questions from past calls where you gave away useful conclusions. Tighten the phase rules around your actual method, evidence requirements, and decision points. Review borderline questions for cases where a narrow fit question can stay free but its full answer must be paid.
Use this when
Use this before a discovery call, while planning a paid diagnostic, or after noticing that sales calls keep turning into unpaid consulting sessions.
You'll need
- Service
- Free Fit Call Purpose
- Paid Diagnostic Deliverables
- Delivery Scope
- Candidate Questions
- Boundary Style
You'll get
- Every question placed in one phase
- The reasoning documented
- Unsafe free-call questions rewritten
- Language prepared for moving deeper analysis into paid work.
By the end of this playbook
You will have:
- Every question placed in one phase
- The reasoning documented
- Unsafe free-call questions rewritten
- Language prepared for moving deeper analysis into paid work.
Examples
Progress 1 of 3