Made for Freelancers
Run a Discovery Call That Reveals the Real Job
Also useful for: people in Freelancers
75 min
Advanced
Boundaries
Build Professional Skills
Need to Make a Decision
Lead a focused client call that separates the stated request from the real job, tests fit, and ends with a smart next step.
Create a free account to save your progress and use this Playbook.
Use this when
You have a discovery call scheduled with a prospective client and need enough evidence to decide whether to propose, investigate further, refer the work, or decline.
You'll need
- Client inquiry
- Service offered
- Call length
- Known stakeholders
- Pricing and delivery boundaries
- Concerns or warning signs
- Call format
- Relationship stage
You'll get
- The stated request separated from the underlying business need
- Decision authority and approval process documented
- Scope boundaries, dependencies, and constraints tested
- Material unknowns and warning signs recorded
- Opportunity rated against clear fit criteria
- Next move chosen with supporting conditions
By the end of this playbook
You will have:
- The stated request separated from the underlying business need
- Decision authority and approval process documented
- Scope boundaries, dependencies, and constraints tested
- Material unknowns and warning signs recorded
- Opportunity rated against clear fit criteria
- Next move chosen with supporting conditions
Sample
This is sample data, not your prompt. Pro unlocks this higher-stakes Playbook. On Free Playbooks you can still copy the assembled prompt into any AI.
Sample input
A marketing director asked for a redesigned sales deck before a partner meeting in four weeks. The founder will present it, but the founder hasn't joined the conversation. The client says the deck is too long and doesn't lead to follow-up meetings. I offer presentation strategy, message development, and slide design. I need three weeks after approved content, include two review rounds, and require source material for financial claims. The call is 45 minutes by video with a new lead.
Sample assembled prompt
Discovery focus: - Confirm whether the... - Determine whether the founder will... - Test whether approved content and... Qualification snapshot: - Business need: High. A dated partner meeting and weak... - Scope clarity: Low. Messaging ownership, final content, and the... - Decision access: Medium. The marketing director is engaged, but... - Delivery fit: Medium. The deadline is possible only if... - Commercial fit: Unknown. Budget and procurement haven't been... Recommended next move: Request the current...