Turn a messy lead into a clear three-option proposal, without letting AI set your prices.

Free sample from the kit

P03 · Call notes to scope brief

The single most useful prompt in the kit. Run it right after a discovery call, while your notes are fresh. It turns rambling notes into a one-page brief and flags anything you accidentally promised. Copy it, it's yours.

Turn my discovery call notes into a one-page scope brief.
Use ONLY the notes. Where the notes are vague, write [UNCLEAR] and add a question.

Sections:
1. Client snapshot (who, what they sell, size signals) in 2 sentences.
2. The problem in the client's own words (quote phrases from the notes).
3. Desired outcome and how they'll judge success.
4. Must-haves vs nice-to-haves (two lists).
5. Constraints: deadline and why, budget signal, tools/platforms, approvals.
6. Stakeholders and who signs off.
7. Risks I should price or fence.
8. Open questions to confirm by email before I price (max 5, most important first).

Flag anything in the notes that sounds like a commitment I made on the call.
Don't add features, numbers, or promises that aren't in the notes.

Notes:
"""
{{paste redacted call notes or transcript}}
"""

In the kit, this prompt comes with a filled example (real-looking call notes and the brief they produce), plus 17 more prompts that take the brief all the way to a three-tier proposal, follow-ups, kickoff, and scope-creep replies.