01
Draft and check the paid discovery offer
You use the inquiry, scope, commercial terms, and boundaries to create one clear offer that sells discovery without giving away the diagnosis.
Made for Consultants
Turn a Vague Inquiry Into a Paid Discovery Offer
15 min
Beginner
Boundaries
Get More Clients
Setting a Boundary
Turn an unclear client inquiry into a concise offer for a paid discovery engagement without giving away the advice the client should pay you to develop.
We'll use them to write your prompt.
Completed ✓
Make Your Play
Give us the situation. We’ll build the prompt.
You can protect your time, set expectations early, and give the client a practical next step when responsible recommendations require more context or analysis.
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.
Make Your Play
Turn a Vague Inquiry Into a Paid Discovery 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 or summarize the client's request, including what the client wants from you.
0/10000
List the facts already shared, along with important gaps that prevent responsible recommendations.
0/10000
State the single decision or question the discovery work should answer.
List the limited research, review, interviews, or analysis included in the discovery fee.
0/10000
Enter the fixed amount you will charge for discovery before taxes or optional expenses.
Enter the currency used for the discovery fee.
Describe how long discovery will take and what must happen before work begins.
Describe the exact item the client will receive at the end of discovery.
List work that isn't included, especially implementation, detailed solution design, or extra meetings.
0/10000
Choose how the finished offer should sound.
This playbook was updated. Review your inputs before copying.
What you'll do
Check a step when you finish it.
01
Draft and check the paid discovery offer
You use the inquiry, scope, commercial terms, and boundaries to create one clear offer that sells discovery without giving away the diagnosis.
Fill in the fields above to generate your prompt preview.
Assembled prompt
Beginner instructions
Fill in each input with what you know. Keep the discovery scope limited to the work needed to answer one important question. Run the prompt, replace any bracketed placeholders, and check that the offer doesn’t include free recommendations.
Advanced instructions
Adjust the scope so every included activity directly supports the discovery question. Tighten broad deliverables into a specific format, length, or decision output. Add your standard payment and scheduling terms before sending.
Use this when
Use this before sharing recommendations when a prospect describes a broad problem, asks what you would do, or hasn't provided enough detail for you to scope the full engagement.
You'll need
- Client inquiry
- Known context
- Discovery question
- Discovery scope
- Discovery fee
- Currency
- Timeline
- Deliverable
- Exclusions
- Offer tone
You'll get
- One send-ready offer that names the discovery question, included work, exclusions, fixed fee, payment point, timeline, deliverable, and next step
- You can explain what the client is buying without sharing the recommendations discovery is meant to produce.
By the end of this playbook
You will have:
- One send-ready offer that names the discovery question, included work, exclusions, fixed fee, payment point, timeline, deliverable, and next step
- You can explain what the client is buying without sharing the recommendations discovery is meant to produce.
Examples
Progress 1 of 1