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