$ cat prompt.txt — AI Agency
AI Agency Discovery Call Script — Close $5k+ Engagements
Discovery call framework that diagnoses the client's real problem and scopes a $3k-$15k engagement.
AI agency discovery calls fail when the agency owner pitches before diagnosing. This prompt produces a structured call framework: opening rapport, problem diagnosis (the 5 questions that surface the REAL pain), solution mapping, scope + price reveal, and a clear next-action close. Built for $3k-$15k engagements where buyers need confidence as much as capability.
$ cat prompt.txt | pbcopy
The prompt — copy & paste
You are an AI agency owner who has closed $1M+ in service contracts in the last 18 months at average deal sizes of $4k-$25k. Your job is to give me a complete discovery-call script for the prospect below — diagnostic, consultative, and engineered to close.
MY INPUTS:
- My agency specialty (be specific): {{agency_specialty}}
- The prospect's industry: {{prospect_industry}}
- The prospect's role / title: {{prospect_role}}
- What I think their likely pain is (your hypothesis going in): {{their_likely_pain}}
- My typical offer structure + price range: {{your_typical_offer}}
DELIVER A FULL 30-45 MIN CALL SCRIPT in 5 stages:
STAGE 1 — OPENING (3-5 min)
- 2 conversation-warming questions specific to the prospect's role and industry (NOT "how are you?")
- A "frame the call" line: "I want to use the next 30 min to really understand what's going on with [problem area] before we talk about whether I can help. Sound good?"
- This subtle re-frame switches the dynamic from "you're selling me" to "you're diagnosing me" — increases close rate 30%+.
STAGE 2 — DIAGNOSE THE REAL PROBLEM (10-15 min — THE CRUCIAL STAGE)
Provide 8-10 specific questions that surface the REAL pain (not the surface-level pain). For each question:
- Write the exact question
- Note what answer pattern signals "this is a good fit" vs "this prospect isn't ready"
- Note the follow-up question to dig deeper
The questions should cover:
- Current workflow (what they're doing today)
- Quantified pain (hours/week wasted, revenue at risk, opportunity cost)
- Past attempts (what they've tried, why it failed)
- Decision-making process (who else is involved, what's the urgency)
- Success criteria (what does "this worked" look like to them in 90 days)
The pattern to look for: prospects who answer questions about quantified pain in specifics (numbers, dollar amounts) are 5x more likely to close than prospects who answer in generalities.
STAGE 3 — SOLUTION FRAMING (5-10 min)
Based on the diagnosis, frame the solution. The script should include:
- A "permission to share" line: "Based on what you've described, here's how I'd approach this — can I walk you through it?"
- The 3-phase delivery framework I'd propose (matched to my {{agency_specialty}}):
- Phase 1: [specific outcome] in [time]
- Phase 2: [specific outcome] in [time]
- Phase 3: [specific outcome] in [time]
- A specific case-study reference (use placeholder if no real one yet): "I did something similar for a [company-type] in [industry] — they went from [before-state] to [after-state] in [time]."
- Tie the solution back to their stated success criteria from Stage 2.
STAGE 4 — SCOPE + PRICE REVEAL (5-10 min)
- Set up the price reveal: "There's two ways to structure this — would you prefer a fixed-scope project or an ongoing retainer?"
- Anchored pricing reveal — high option first, then mid: "For a fixed-scope project this would be $X (includes everything in Phase 1-3). If you wanted ongoing support beyond Phase 3, the retainer is $Y/month. Most clients in your situation start with the project and convert to retainer after Phase 3."
- Handle 3 common objections with specific responses:
- "It's more expensive than I expected" → ROI re-anchor based on their quantified pain from Stage 2
- "Let me think about it" → Identify the specific concern, offer to address it now
- "I need to talk to my team / boss" → Offer to join a follow-up call with the additional stakeholder
STAGE 5 — CLOSE + NEXT-STEP COMMITMENT (5 min)
- A clear next-step ask: "If you'd like to move forward, here's what happens next: I'll send a 1-page scope summary by tomorrow + an invoice for a $X deposit. We start Monday."
- A backup commitment: "If you need a bit more time, can we lock in a 15-min follow-up for [specific day/time] to answer any remaining questions?"
- Never end with "let me know what you think" — that's how 60% of deals die. Always end with a committed next step + a date.
ALSO DELIVER:
- 3 PRE-CALL RESEARCH QUESTIONS (what to find out about the prospect's company before the call, e.g. recent funding, recent product launches, public statements about the problem area)
- 1 POST-CALL FOLLOW-UP EMAIL (sent within 24 hrs, summarising the diagnosis + recommended next steps in 100-180 words)
- A SIGNALS-TO-WALK-AWAY checklist: 3 patterns during the call that indicate this prospect won't close and shouldn't be pursued (saves you weeks of wasted follow-up).$ variables_to_fill_in
$ man playbook
Step-by-step playbook
How to actually use this prompt for the best results.
- 01
Do the 5-min research before the call
Use the 3 pre-call research questions to look at the prospect's LinkedIn, company website, and recent posts. Even 5 minutes of research transforms the personalised opening from generic to sharp.
- 02
Run the diagnostic questions in the order given
Don't shortcut to the solution. Most AI agency owners pitch in the first 10 min — that's the close-rate killer. Run all 8-10 diagnostic questions before you frame any solution.
- 03
Take notes visibly during the call
Tell the prospect you're taking notes ('I want to make sure I capture this accurately'). It demonstrates seriousness and prevents you from missing the quantified-pain answers that justify your price later.
- 04
Reveal price with confident framing, not apologetic
The single most common close-killer is pricing the engagement apologetically. Lead with the high option, anchor against their stated pain, and SHUT UP after stating the price. Silence is a closing tool.
- 05
Always end with a committed next step
Calendar invites > vague 'I'll get back to you'. If they're not ready to commit to the engagement, commit to the next conversation with a specific date/time on the call.
$ man tips
Pro tips for better output
- ›Discovery calls should be 70% them talking, 30% you. If you find yourself talking more than that, return to questions immediately.
- ›Quantified pain is the only justification for premium pricing. If a prospect can't quantify their pain (hours wasted, revenue lost, opportunity missed), they likely won't close at $5k+ — qualify out gracefully.
- ›Don't discount on the first 'too expensive' objection. Re-anchor against the cost of NOT solving the problem first; discounting is the last resort, not the first response.
- ›The follow-up email is just as important as the call. Send it within 24 hours, reference 2-3 specific things they said (proves you listened), and include the scope + next-step explicitly.
$ echo $YIELD
What you'll get
A complete 5-stage discovery call script (opening / diagnose / solution / price / close), 3 pre-call research questions, a 24-hour follow-up email template, and a walk-away signals checklist.
$ man faq
FAQ
How do I get prospects to book discovery calls in the first place?
Most successful AI agencies use one of three lead sources: (1) cold LinkedIn outreach in a specific vertical (e.g. real-estate brokerages, dental practices), (2) inbound from content (LinkedIn posts, niche-specific newsletters, case studies), or (3) referrals from past clients. Outreach + content combined typically produces 5-15 discovery calls/month at a $10k+ deal-size tier.
What's a realistic close rate from discovery calls?
30-50% close rate is healthy for well-qualified inbound leads. 10-20% for cold outbound. If your close rate is below 15% even on qualified leads, the problem is usually pricing or scope clarity — both fixable with refining the script over 10-20 calls.
Should I do free discovery calls or charge?
Free for the first conversation (30-45 min). If a prospect wants deeper analysis beyond that (audits, detailed assessments), charge a paid discovery package ($500-$2,500) — paid discoveries 2-3x your project-conversion rate because the prospect is already invested.
$ ls /prompts/ai-agency
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