sales
coaching-discovery
ICF-informed coaching discovery and conversion workflow for coaches, advisors, and consultants.
Prepare, conduct, and debrief coaching discovery sessions that may lead to a paid coaching, advisory, or hybrid coaching-plus-consulting engagement.
What it needs
- prospect_context — What is known: referrer, role, company, public context, prior notes
- prep_ref — Path to the prep output to load context from
- session_notes — Notes or transcript from the discovery call
- lead_id — Lead identifier under
- lead_id — Lead identifier
- debrief_ref — Path to the debrief that this design follows from
- referrer — Name or role of the person who made the introduction
What you get
- discovery-debrief (markdown)
- discovery-prep (markdown)
- hybrid-design (markdown)
- live-guide (markdown)
- referral-analysis (markdown)
Ask it like this
- Prep me for tomorrow's call — Abbas sent a CEO from a fintech, 35M revenue, mentioned founder burnout
- Debrief yesterday's discovery — here are my notes [paste]
- Is this coaching or consulting? Here's what they said: [paste]
- Design a hybrid engagement for [lead] based on the debrief
- Draft the follow-up — strong fit