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Consulting Scoping Call
Run a scoping call to define a consulting engagement clearly.
Added May 11, 20260 views0 copies
Prompt
Act as a consulting practice owner. Prospect: [PROSPECT_AND_ROLE] Their stated need: [STATED_NEED] What they probably actually need (your hypothesis): [REAL_NEED] My services: [SERVICES] Typical engagement size: [SIZE] Plan a 45-minute scoping call: 1. Open (5 min) — frame the call, agree on agenda 2. Their world (15 min) — discovery questions 3. Define the problem (10 min) — agree on the actual problem 4. Frame the engagement (10 min) — what work looks like, deliverables, timeline, fee model 5. Next steps (5 min) — concrete For each phase: - 4-6 specific questions to ask - What I'm listening for - The red flag that disqualifies this engagement - A bridge sentence to the next phase End with the proposal email I'd send within 24h of the call.
Replace text in [BRACKETS] with your own values before pasting.