AiPromptss
Back to browse

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.