01
Gather the decision-critical facts
You collect the problem, decision, evidence, access, boundaries, timing, and fee information that will control the offer.
Made for Consultants
Shape a Paid Diagnostic Offer
35 min
Advanced
Business & Entrepreneurship
Get More Clients
Turn discovery notes and open questions into a focused diagnostic offer that a client can understand, approve, and buy.
We'll use them to write your prompt.
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Make Your Play
Give us the situation. We’ll build the prompt.
Avoid giving away a full solution before you're hired.
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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.
02
Test whether a diagnostic fits
You use the primary prompt to decide whether the request can be handled as a bounded assessment or needs a different offer.
03
Produce and pressure-test the offer
You generate the client-ready offer, then check that every activity supports the diagnostic question and every boundary is explicit.
Make Your Play
Shape a Paid Diagnostic Offer
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 client's stated problem, business context, urgency, symptoms, prior attempts, and relevant discovery notes.
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Describe the decision the client expects to make after reviewing your findings.
0/10000
List the records, examples, data, interviews, or observations that could support the assessment.
0/10000
List the people, systems, meetings, and records you expect the client to make available.
0/10000
State work that must stay outside the diagnostic, including implementation, legal review, technical configuration, or ongoing support.
0/10000
Enter the realistic period for completing the assessment and presenting the findings.
Enter the fee you want to charge for the defined diagnostic.
Enter the currency for the diagnostic fee.
This playbook was updated. Review your inputs before copying.
What you'll do
Check a step when you finish it.
01
Gather the decision-critical facts
You collect the problem, decision, evidence, access, boundaries, timing, and fee information that will control the offer.
02
Test whether a diagnostic fits
You use the primary prompt to decide whether the request can be handled as a bounded assessment or needs a different offer.
03
Produce and pressure-test the offer
You generate the client-ready offer, then check that every activity supports the diagnostic question and every boundary is explicit.
Fill in the fields above to generate your prompt preview.
Assembled prompt
Beginner instructions
Start with notes from a real client conversation. If your notes are thin, write down what the client says is wrong, why it matters now, and what decision must follow the assessment. Use the questions the AI returns to fill only the gaps that affect scope.
Advanced instructions
Pressure-test the diagnostic before sending it. Make sure each activity answers a named question, each deliverable supports the client’s decision, and each access request is necessary. Separate the diagnostic from any later implementation phase, and revise the fee or boundaries if access is uncertain.
Use this when
Use this after an early client conversation reveals a real problem, but you don't yet have enough evidence to recommend or scope the full solution responsibly.
You'll need
- Client situation and discovery notes
- Decision to support
- Available evidence
- Available access
- Known limits
- Completion window
- Fee target
- Currency
You'll get
- A diagnostic question answerable with available evidence
- Defined activities, deliverables, access needs, exclusions, timing, and payment terms
- A clear explanation of how the findings will support a client decision without promising a predetermined answer
- The assessment separated from later implementation work.
By the end of this playbook
You will have:
- A diagnostic question answerable with available evidence
- Defined activities, deliverables, access needs, exclusions, timing, and payment terms
- A clear explanation of how the findings will support a client decision without promising a predetermined answer
- The assessment separated from later implementation work.
Examples
Progress 1 of 3