# Walk into discovery calls with a plan built from their intake

> It spots what they hinted at but didn't say, like a big goal that clashes with the time they have.

Paste a prospect's intake or booking-form answers. You get their three most likely real problems, questions that confirm them, sensitive spots to handle gently and an honest fit check.

- Page: https://thesolocreators.com/prompts/intake-answers-to-discovery-call-plan/
- Category: Win more clients
- Made for: Coaches, Consultants
- Works in: Claude, ChatGPT, Gemini
- Time: About 5 minutes
- Effort: Just copy and paste

## The prompt

Fill in the parts in [square brackets], or leave them and the AI will ask you for them.

```text
Act as my discovery call prep partner. I'm [YOUR NAME] and I help [YOUR IDEAL CLIENT, e.g. founders who feel burned out] with [YOUR OFFER, e.g. 6-month leadership coaching]. Here are a prospect's intake form answers, with identifying details removed: [INTAKE FORM ANSWERS]. Give me a one-page call plan: 1. The three most likely real problems behind their answers, each with the exact words from the form that point to it. 2. Five open questions that would confirm or rule out each problem, in a natural order for a 30-minute call. 3. Anything they hinted at but didn't say, and any gaps or contradictions in their answers. 4. Two sensitive topics to approach gently, with a soft way to raise each. 5. A fit check: green, yellow or red for my offer, with one honest sentence on why. Keep it short enough to glance at during the call.
```

## Step by step

1. Remove the prospect's last name and contact details from their answers.
2. Paste the prompt with their answers and a line about your offer.
3. Pick the one likely problem you'll test first on the call.
4. Keep the question list on screen while you talk.

## What you'll get

A one-page call plan: likely problems with evidence, a question flow for 30 minutes, gaps and hints, gentle wording for touchy topics and a fit rating.

## Good to know

**Which AI tools does this work in?** It works in Claude, ChatGPT and Gemini. On this page, Claude and ChatGPT open with your prompt already typed in. No paid plan is noted for this one.

**How long does it take?** About 5 minutes. It's rated "Just copy and paste". There are 4 steps, listed above.

**What do I need before I start?** Just your details for 4 blanks: your name, your ideal client, your offer and intake form answers. You can skip any, and your AI will ask for them.

**What will I get back?** A one-page call plan: likely problems with evidence, a question flow for 30 minutes, gaps and hints, gentle wording for touchy topics and a fit rating.

Idea spotted on the web, shared by Marko Sudar (AItomation Academy): https://www.aitomationacademy.com/blog/ai-for-consultants. The prompt is The Solo Creators' own version.

## Go further

Ready-made skills in the Solo Creators AI Studio (https://thesolocreators.com/studio/) that fit this: Website Audit (An evidence-cited, branded audit of any site, ready to hand a client); Board of Advisors (Convene seven AI advisors who debate your decision, vote, and hand back a stress-tested verdict).

From AI Use Cases and Prompts by The Solo Creators: https://thesolocreators.com/prompts/. Free to use; please link back to the page when you share it.