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 took with creating her own visibility assessment and incredible resource to share with her potential clients. Check out her post here!
Love that 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 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. Oh — and why not...let's start thinking about a summit. What would be a topic you would like to present on? 👀
What's one call, form, or process already sitting in YOUR Google Drive that you could turn into a skill this week? Drop it in the comments — let's find your goldmine.
See you next Tuesday at 10 AM.— Angelina