Turn a Discovery Call into a Proposal
Reed Jones
Chief AI Officer, The AI Department
Get your proposal out while the client still remembers the call
The proposal you keep putting off can be drafted before the call goes cold. In 90 minutes you'll learn the four-step process I use with my own consulting clients: plan your questions before the call, audit the transcript, draft from the audit, and do the human pass. Then you'll run it on one of your own calls, live.
Bring a recorded or transcribed call with a prospect, with their permission to use it. Granola, Otter, Zoom, or detailed notes all work. No call handy? I'll give you a sample transcript.
What you’ll learn
Leave with a proposal draft for a real prospect and a process you can run after every discovery call.
Build a question list around the six things every proposal needs, from their problem to what's out of scope
Learn the question people skip that puts their own number in your proposal
Record the right way: ask permission, know where the data goes, and strip what the tool doesn't need
Pull your client's exact words on the problem, what success looks like, and their constraints
Find what the call didn't give you before it turns into a guess in your proposal
Generate a two-page draft from the audit, so the AI works from facts instead of the raw transcript
Mark every gap and guess inline, so nothing invented slips into what you send
Run an editor prompt that catches AI-sounding lines and claims the call never supported
Keep the calls that stay yours: price, scope, timeline, and whether you want this client
Run the full process on one of your own calls, live, and leave with a draft
Workshop agenda
Why your client's words matter most
What happens between the call and the page, plus the five ground rules for recording and using a client call with AI.
Move 1: Build the question list before the call
Prep a discovery call so the recording holds everything your proposal needs, including the cost of the problem in their own number.
Move 2: Audit a real transcript, live
Watch the audit prompt pull pain, outcomes, constraints, and gaps from a transcript, plus the one sentence that should open the proposal.
Moves 3 and 4: Draft from the audit, then the human pass
Turn the audit into a two-page draft in your client's words, then run the editor check and the checklist that decides what goes out.
Your turn: run it on your own call
30 minutes, hands on, with me there to help. Audit your transcript and draft at least one section of a real proposal. Questions and next steps to close.
Learn directly from Reed
Reed Jones
Founder & Chief AI Officer, The AI Department. 550+ people trained in AI
Who this workshop is for
Consultants and coaches who run great discovery calls, then put off writing the proposal for days
Service business owners who lose momentum, or the deal, because the proposal goes out a week after the call
Bossing AI Around grads ready to put AI to work on the part of the job that brings in revenue
What's included
Live sessions
Learn directly from Reed Jones in a real-time, interactive format.
Lifetime access
Go back to course content and recordings whenever you need to.
Community of peers
Stay accountable and share insights with like-minded professionals.
Certificate of completion
Share your new skills with your employer or on LinkedIn.
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Frequently asked questions
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