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$ cat prompt.txtAI 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.

30 min prep + 30-45 min call advanced Claude Opus, GPT-5#ai-agency#sales#discovery-call
intro.md

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

prompt.txt
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

{{agency_specialty}}{{prospect_industry}}{{prospect_role}}{{their_likely_pain}}{{your_typical_offer}}

$ man playbook

Step-by-step playbook

How to actually use this prompt for the best results.

  1. 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.

  2. 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.

  3. 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.

  4. 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.

  5. 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

output.md

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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