Discovery Call Copilot Skill — Virtually Structured
Virtually Structured
Discovery Call Copilot Skill
An Interactive Skill Setup Guide

Discovery Call
Copilot Skill

Build Your Own Discovery Call Assistant

Stop walking into calls cold. Build a custom copilot that reads intake answers before you get on the call, hands you a tailored script, talks you through the hard moments live, and drafts what comes next — a proposal or a decline.

Before You Start
A Claude account on a paid plan — this is a longer build than our other skills, and Free's message limits can interrupt you partway through (claude.ai/upgrade)
This guide open alongside your Claude chat — two windows or two tabs works great
45–60 minutes for your first pass, plus a real intake form or application if you have one handy — it makes Step 3 much faster
1Your Offers & Fit Signals
2Your Working Style
3Your Intake Questions
4Your Difficult Calls
5Your Redirects
6Your Proposal & Decline Style

Keep this guide open in one tab. Open Claude.ai in another. You'll paste each prompt directly into your Claude chat.

Step 1 of 7 — Your Offers & Fit Signals

What you actually sell.

Your copilot needs to know exactly who each offer is for before it can read anyone's fit. Open a new Claude chat and paste the prompt below.

Paste to Claude
I'm building a custom discovery call copilot for my business — something that preps me for calls, gives me a script, and helps me draft what comes after. Let's start with what I actually sell. For each offer I take discovery calls for:

1. What is it, what does it cost, and what does the client get? (Name each one.)

2. Who is it right for — and at what stage? A starter offer fits a wider range of people than a premium one.

3. What's a GREEN flag for this offer, a YELLOW flag (workable, just note it), and a RED flag (wrong offer or wrong time)?

Once I answer, ask follow-ups if any offer's fit bar is fuzzy. I want it crystal clear who each offer is — and isn't — for, because this is what my copilot will use to read every applicant before I ever get on a call with them.
Answer for each offer, then answer Claude's follow-ups. When it feels clear, move to Step 2.
Step 2 of 7 — Your Working Style

The part that makes it yours.

This is what turns your copilot from a generic call-prep tool into something that actually reads for compatibility with how you work — not just whether someone's ready to buy. Paste this into the same Claude chat.

Paste to Claude
Help me capture how I work, so my copilot can flag personality clashes before I'm on a call and coach me on how to show up:

1. How do I communicate best — bottom-line and direct, full-context and thorough, or exploratory and collaborative? Be honest about my natural gear.

2. What client behaviors energize me, and which ones drain me? (Needs constant reassurance, pushes back on everything, won't make a decision, moves too slowly for me, moves too fast for me.)

3. How do I handle a client who's anxious, scattered, or in crisis on a call — what can I work with, and what's beyond my capacity to give in the moment?

If I'm unsure of my own style, ask me questions to draw it out — or suggest a quick free personality test (16personalities.com) and a free DISC assessment (Truity or Crystal both offer one) I can take and bring back. Then turn all of it into clear "compatible vs. friction" signals my copilot can watch for, and specific language for how I should actually talk on a call.
Don't rush this one. A perfect professional match with a clashing style is still a hard client — and how you show up on the call matters as much as who you're talking to.
Step 3 of 7 — Your Intake Questions

What you already ask — or should be.

This is what lets your copilot evaluate someone's answers before the call, not just react live. Paste this into the same Claude chat.

Have an intake or application form already? Have it open so you can paste the actual questions in. If you don't have one yet, this step will help you build a simple one — you don't need anything fancy to start.
Paste to Claude
Now let's connect this to how I actually gather information before a call.

If I already have an intake or application form: here are my actual questions, word for word, for each offer that has one — [paste your real questions here]. Tell me what each question is really trying to surface, and flag any gaps you see — things a good intake should ask that mine doesn't.

If I don't have an intake form yet: help me design one. I want 5-8 questions that would let you evaluate someone's fit before I ever get on a call, covering: their current situation, what they've already tried, what success looks like to them, and one question that reveals their working style (how they like to receive feedback or work through a problem) — similar to the "quick personality read" idea, but written in my own voice.

Either way, make sure the questions are specific enough that a vague answer is itself a signal worth noticing.
This is the step that makes the biggest difference. The more real your intake questions are, the sharper every future read will be.
Step 4 of 7 — Your Difficult Calls

The moments that actually throw you.

Every discovery call has a version of this — the objection, the stall, the moment someone gets emotional. Paste this into the same Claude chat.

Paste to Claude
Let's build my difficult-call playbook. I want scripts for two different kinds of hard moments:

BUSINESS/PROFESSIONAL moments — tell me which of these actually happen to me, and any others I should add: price pushback, scope creep ("can we also cover..."), the stall ("let me think about it" / "I need to talk to my partner"), shopping around / comparing me to other providers, someone who can't name a specific problem no matter how I ask.

PERSONAL/EMOTIONAL moments — same thing: an anxious or overwhelmed prospect, someone who talks in circles and won't get to the point, a spouse/partner veto, someone who goes quiet or disengaged, someone who challenges my expertise or pushes back hard on what I tell them.

For each one I confirm happens to me, write me a short script in my actual voice (use what you know about my working style from Step 2) — not generic sales-call advice. I want a line I could actually say out loud.
Be honest about which ones are really yours. A playbook full of moments that never happen to you is just noise — better to go deep on the 4-5 that actually do.
Step 5 of 7 — Your Redirects

Where a "not yet" should go instead.

When someone isn't a fit, you don't have to just say no. Paste this into the same Claude chat.

This one's optional. Even one or two redirects make your declines generous instead of cold.
Paste to Claude
When someone isn't a fit for what they applied for, I don't want to just say no — I want to point them somewhere better. Help me map my redirects:

1. What other offers, lower-tier options, free resources, or communities could a "not yet" person start with?

2. For each, when is it the right next step — what blocker does it solve?

3. If nothing fits, what's an honest "here's what to do on your own first" I'd feel good sending?

Help me build a simple ladder so a "not yet" always ends with a real path forward, not a dead end.
A quick pass is enough here. When you've got a ladder, move to Step 6.
Step 6 of 7 — Your Proposal & Decline Style

How you sound in writing.

The last piece — what a proposal or a decline email should actually sound like when it's coming from you. Paste this into the same Claude chat.

Paste to Claude
Last piece — how should a proposal or a decline email sound when it's coming from me?

1. Paste a real proposal or follow-up email you've sent before that felt like you — or if you don't have one, describe the structure you'd want: how you open, what you include, how you close.

2. Same for a decline or "not a fit" email you've sent, or would want to send.

3. Anything you always include (guarantee language, a specific next step, a particular sign-off) or anything that would never sound like you (hype, hedging, corporate phrases)?

Turn this into a proposal structure and a decline/redirect template I can reuse — in my actual voice, not a generic template.
A real example is worth more than a description. If you have one sent email to paste in, use it.
Step 7 of 7 — Build Your Custom Copilot

Where it all comes together.

Claude assembles everything you've said into the copilot you'll run before, during, and after every discovery call. Paste this into the same Claude chat.

Paste to Claude
Based on everything we've talked through, build me my custom discovery call copilot. First, confirm these back to me:

1. My offers and the fit signals for each:
2. My working style and the compatibility signals to watch for:
3. My intake questions (or the ones we designed):
4. My difficult-call scripts, business and personal:
5. My redirect ladder:
6. My proposal and decline style:

Then build the copilot. It should:
- Read pasted intake answers and give me a fit read (professional AND working-style) before any call happens
- Build me a tailored call script with questions that test the fit read live and surface anything the answers hint at but don't say directly
- Give me live help mid-call if I paste what someone just said, especially for the difficult moments we scripted
- Draft a proposal or a decline/redirect email afterward, in my actual voice, using real specifics from the call — never a generic template

Make it sound like me, not a generic sales tool.
What makes this different from a simple form-screener:
  • It reads intake answers before the call — not just to score fit, but to build the actual questions you'll ask live.
  • It stays with you during the call for the moments that are genuinely hard.
  • It finishes the job after the call — a proposal or a decline, already in your voice.
Read the finished copilot against a recent real call — does it sound like something you'd actually say? Adjust with Claude until it does, then move on to save it.
Keep It Forever

Save your copilot as a Claude skill.

The best way to keep your copilot is to install it as your own Claude skill — so it's always there, ready before your next discovery call.

Paste to Claude
Please format this as a SKILL.md file I can upload as a custom skill. Give it a short name, a clear description of when to use it (so it triggers when I'm prepping for or running a discovery call, or drafting a proposal or decline afterward), and put my full copilot in as the instructions.
1
Save the file
Save Claude's output into a file named SKILL.md — keep that exact name.
2
Zip it
Put that file inside a folder, then zip the folder (Mac: right-click → Compress. Windows: right-click → Send to → Compressed folder).
3
Turn skills on
In Claude, go to Settings → Capabilities and switch on Code execution and file creation.
4
Upload your skill
Go to Customize → Skills, click +, then + Create skill, then Upload a skill. Choose your zip and toggle it on.
5
Use it anytime
Before a call: paste the intake and say "prep me for this discovery call." Mid-call: paste what was just said and ask what to do next. After: say "draft the proposal" or "draft a decline for this one."

Your copilot is built.

You're not buying a black box. You thought through your real offers, your real working style, your real intake, and your real hard moments — and you walked away with something genuinely yours.

What You Built
A copilot that reads intake answers and gives you a fit read — professional AND working-style — before the call
A tailored call script built to surface what the answers hint at but don't say outright
Real scripts for the moments that actually throw you, business and personal
A proposal and decline/redirect template in your actual voice
A finished Claude skill you own forever — no subscriptions, no platform you're renting
Next Time a Call's on the Calendar

Open Claude. Paste the intake answers. Say: "Prep me for this discovery call." Your skill loads automatically and gives you the read, the script, and a place to come back to mid-call if things get hard.

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