The Library
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Pre-engagement scope workshop agent (run a 60-min session that locks scope)
A 5-piece scoping workshop pack: 60-minute agenda, discovery questions, live capture template, the same-day follow-up email, and the in-call fee objection handler.
Five questions to lock a brief after a discovery call
The 5 questions that turn a fuzzy discovery call into a lockable brief. Each question targets the vaguest answer, with a one-line "why I'm asking" so the client doesn't feel interrogated.
Run a customer discovery interview
Conducts a 30-minute jobs-to-be-done customer discovery interview with structured probes.
Write a discovery call script
Drafts a structured discovery call script with questions, listening cues, and next-step framing.
Build a discovery call template
Creates a structured discovery call template that surfaces real pain and decision criteria.
Build a sales discovery cheat sheet
Provides a single-page cheat sheet of the 20 best discovery questions for B2B sales.
Write a sales follow-up email
Drafts a follow-up email after a discovery or demo call that moves the deal forward.
Discovery call follow-up email
Sent within 24h of a discovery call. Recaps what we discussed, the next step, and gives them space to say yes (or no) cleanly.
Design a customer interview script (general)
Drafts a 60-min general customer interview script for discovery research.
Pre-kickoff brief sign-off email
A pre-kickoff written confirmation that captures everything from the discovery call. Reduces scope-creep risk before a single hour is billed.
Build a 'discovery vs validation' research framework
Distinguishes discovery research (open-ended) from validation research (test a hypothesis).
Build a YouTube SEO checklist
Provides a YouTube SEO checklist for video uploads to maximise discovery.
Discovery call agent
Runs through a discovery call structure with you — qualifying questions, listening cues, the soft close, and the follow-up email.