WOOT WOOT for Assessment/Discovery Calls I walked you through how I turned a single intro call into a full client audit and proposal — automatically. Here's what we covered: - Turn a discovery call into a paid-level audit with AI. Record the conversation (Zoom → Fathom, or Otter.ai for in-person), then drop the whole transcript into a custom Claude skill. It runs a three-stage chain — extract → analyze → report — scores the business across 8 areas, names the top 3 things you could help them with, and builds a branded proposal you can actually hand the client. Don't skip the "analyze" stage — that's what makes the report specific instead of generic. - Don't overcomplicate the intake. That pretty assessment form I showed you? Optional. It can be 8 words on a piece of paper — productivity, marketing, operations. The value doesn't come from a fancy form. It comes from YOUR expertise and the questions only you know to ask. - One call = a week of content + a lead magnet. Take that same transcript and ask it to "pull 5 things my potential clients would find valuable." That's social content, an opt-in, the whole thing. Then — and this is the part we can't skip — follow up. Five people a day. A thumbs-up turned into a coaching conversation for me this week just because I reached back out. - Check out the action @VIrginia Parsons took with creating her own visibility assessment and incredible resource to share with her potential clients. Check out her post here! Love that @Jennifer Alford shared how her Google Drive is "a goldmine of things I could make skills out of" — she's been running $500 discovery calls with a format already built. And @Sherry Longbottom, RN, CYT story about her free GPT Grid app bringing in paying clients she'd never met (including a brand-new member from Hawaii) was the perfect proof of how free tool → follow-up → client actually works.

Anyone tried this model yet? 🤯 Its complimentary thru I think June 22nd? Im loving it! If the promotion is offered to you - I recommend fine tuning whatever builds you are working on! its so smart and twice as fast as opus.

@Sandy Parker

Just finished the replay! Excellent as usual! ! I missed yall live but that’s ok. 🎉 Have a great vacay Angie

Great mastermind again ladies!! Yall are a perfect group for me. Lol…. I wish I could join live but this other commitment at that exact time/days is 6 years strong & I just can’t change it. Loving that you offer the replays @Angelina Shively