# Recommend the right package live on every discovery call

> The prospect watches it reason from their own answers to a package, so it never feels like a pitch.

Turn your packages into one master document with Gemini, load it into Gemini Notebook and set a custom diagnostic role. On calls, share your screen while it asks questions and suggests a package.

- Page: https://thesolocreators.com/prompts/live-package-diagnostic-for-discovery-calls/
- Category: Win more clients
- Made for: Consultants, Coaches, Small business owners
- Works in: Gemini, Gemini Notebook, Google Meet
- Time: About 1 hour to set up, then ready for every call
- Effort: Advanced
- Note: Gemini Notebook is free to start, with limits by plan. Keep case studies anonymous and ask before typing in a prospect's details.

## The prompt

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

```text
Help me build a sales diagnostic for [YOUR BUSINESS, e.g. Clearpath Consulting]. My packages are [YOUR PACKAGES, e.g. Audit, Build, Ongoing Support]. Here's what each includes and who it's best for: [PACKAGE DETAILS]. My ideal client is [YOUR IDEAL CLIENT, e.g. owners of 5 to 20 person firms]. Write two things. Part 1: a master document that lists each package, the signs a prospect needs it, the signs they don't, and the questions that tell the packages apart. Part 2: a custom chat role for Gemini Notebook, under 2,000 characters. The role acts as a friendly diagnostic guide, asks one question at a time (7 at most), uses only the notebook's sources, sums up what it heard, then recommends one package with 3 reasons tied to the prospect's answers. If nothing fits, it says so honestly and suggests a next step. It never invents prices, guarantees or results.
```

## Step by step

1. Paste the prompt into Gemini with your packages filled in and copy both parts it writes.
2. Create a notebook in Gemini Notebook and add the master document plus 2 anonymous case studies.
3. Select Configure Chat, choose Custom, paste the diagnostic role and select Save.
4. Run two practice diagnostics with a friend and adjust any question that confused them.
5. Share your screen in Google Meet on the call and type the prospect's answers as you go.

## What you'll get

A master document, a custom diagnostic role and a notebook that walks prospects through questions and recommends one package with clear reasons.

## Good to know

**Which AI tools does this work in?** It works in Gemini, Gemini Notebook and Google Meet. On this page, one tap copies the prompt and opens the app, so you just paste. Gemini Notebook is free to start, with limits by plan. Keep case studies anonymous and ask before typing in a prospect's details.

**How long does it take?** About 1 hour to set up, then ready for every call. It's rated "Advanced". There are 5 steps, listed above.

**What do I need before I start?** Just your details for 4 blanks: your business, your packages, package details and your ideal client. You can skip any, and your AI will ask for them.

**What will I get back?** A master document, a custom diagnostic role and a notebook that walks prospects through questions and recommends one package with clear reasons.

Idea spotted on YouTube, shared by Charles Terrence Harper: https://www.youtube.com/watch?v=7CgyA1KCMFA. 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.