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How to Get This: One-Time Purchase | Included in the All-Access Pass
You've had the call where the intake looked fine on paper and then the actual conversation went somewhere else entirely — price pushback you didn't see coming, a "let me think about it" that never turns into a yes, or forty-five minutes with someone who never quite names the real problem. You get off the call not sure if you just talked yourself into a bad-fit client or talked yourself out of a good one.
The fix isn't winging it better. It's a copilot that's already read the room before you dial in.
Discovery Call Copilot is a guided build that walks you through creating your own AI call assistant inside Claude — one that knows your offers, reads a prospect's intake answers before you ever get on the phone, and stays with you through the whole conversation.
You don't get a finished tool handed to you; you build your own, through a short guided conversation. You answer the prompts — your offers and fit signals, your own working style, your real intake questions (or we build them with you), the moments that actually throw you, and how you want a proposal or a decline to sound — and Claude assembles a copilot that's genuinely yours.
Paste in a prospect's answers and it hands you a fit read before the call, a tailored script built to surface what they didn't say outright, real scripted language for the hard moments, and a proposal or decline draft once the call's done. You build it once and own it forever.
What's inside:
An Interactive Skill Setup Guide takes you from blank page to working copilot in seven steps, plus a framework that covers the entire arc of one call: before, during, and after.
The standout piece is the working-style step — the same one from Client Fit Screener — paired with a difficult-call step that has you name the specific business objections (price pushback, scope creep, stalling, comparison shopping) and personal moments (an anxious prospect, a spouse or partner veto, someone who won't stop talking) that actually happen to you, so your copilot has real scripted language ready instead of generic advice.
This is for you if:
You've gotten off a call unsure whether you just qualified someone or talked yourself into a client you'll regret.
You freeze a little when a discovery call gets hard — a price objection, a stall, someone who gets emotional — and wish you had the right words ready.
You already send an intake or application before calls, but you're not using the answers for anything beyond reading them once.
You dread writing the proposal or the decline email afterward almost as much as the call itself.
What you get:
A 7-step Interactive Skill Setup Guide, yours to run once or revisit anytime
A simple save-and-install walkthrough so your copilot lives in Claude, ready before every call
A framework covering pre-call fit reading, a live call script, difficult-call scripts (business and personal), and post-call proposal/decline drafting
A copilot you build once and own forever — no subscription, no platform to rent
What This Replaces: A sales coach or business consultant charges $150–$300 a session to role-play discovery calls with you — and you'd need a new session every time your offers or your intake changed. This skill builds you a permanent copilot for one payment, ready before every call from here on.
Instant digital delivery
This is a digital download. No physical product will be shipped.
Due to the nature of digital downloads, all sales are final.
Please note: These digital products are for your personal business planning use only. They are not templates meant to be copied, repackaged, or used to create your own products. Your purchase does not include resale, sharing, or redistribution rights.
How to Get This: One-Time Purchase | Included in the All-Access Pass
You've had the call where the intake looked fine on paper and then the actual conversation went somewhere else entirely — price pushback you didn't see coming, a "let me think about it" that never turns into a yes, or forty-five minutes with someone who never quite names the real problem. You get off the call not sure if you just talked yourself into a bad-fit client or talked yourself out of a good one.
The fix isn't winging it better. It's a copilot that's already read the room before you dial in.
Discovery Call Copilot is a guided build that walks you through creating your own AI call assistant inside Claude — one that knows your offers, reads a prospect's intake answers before you ever get on the phone, and stays with you through the whole conversation.
You don't get a finished tool handed to you; you build your own, through a short guided conversation. You answer the prompts — your offers and fit signals, your own working style, your real intake questions (or we build them with you), the moments that actually throw you, and how you want a proposal or a decline to sound — and Claude assembles a copilot that's genuinely yours.
Paste in a prospect's answers and it hands you a fit read before the call, a tailored script built to surface what they didn't say outright, real scripted language for the hard moments, and a proposal or decline draft once the call's done. You build it once and own it forever.
What's inside:
An Interactive Skill Setup Guide takes you from blank page to working copilot in seven steps, plus a framework that covers the entire arc of one call: before, during, and after.
The standout piece is the working-style step — the same one from Client Fit Screener — paired with a difficult-call step that has you name the specific business objections (price pushback, scope creep, stalling, comparison shopping) and personal moments (an anxious prospect, a spouse or partner veto, someone who won't stop talking) that actually happen to you, so your copilot has real scripted language ready instead of generic advice.
This is for you if:
You've gotten off a call unsure whether you just qualified someone or talked yourself into a client you'll regret.
You freeze a little when a discovery call gets hard — a price objection, a stall, someone who gets emotional — and wish you had the right words ready.
You already send an intake or application before calls, but you're not using the answers for anything beyond reading them once.
You dread writing the proposal or the decline email afterward almost as much as the call itself.
What you get:
A 7-step Interactive Skill Setup Guide, yours to run once or revisit anytime
A simple save-and-install walkthrough so your copilot lives in Claude, ready before every call
A framework covering pre-call fit reading, a live call script, difficult-call scripts (business and personal), and post-call proposal/decline drafting
A copilot you build once and own forever — no subscription, no platform to rent
What This Replaces: A sales coach or business consultant charges $150–$300 a session to role-play discovery calls with you — and you'd need a new session every time your offers or your intake changed. This skill builds you a permanent copilot for one payment, ready before every call from here on.
Instant digital delivery
This is a digital download. No physical product will be shipped.
Due to the nature of digital downloads, all sales are final.
Please note: These digital products are for your personal business planning use only. They are not templates meant to be copied, repackaged, or used to create your own products. Your purchase does not include resale, sharing, or redistribution rights.
