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Win more clients

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.

About 1 hour to set up, then ready for every call Advanced

A sketch of what you'll get back.

Your prompt

Fill in your details. Skip any you like.

This AI can't be filled in from a link, so the button copies your prompt: paste it into the new chat.

The prompt that gets copied

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.

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.

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.

Gemini Notebook is free to start, with limits by plan. Keep case studies anonymous and ask before typing in a prospect's details.

Made for
Consultants, Coaches, Small business owners
Works in
Gemini, Gemini Notebook, Google Meet

Frequently Asked Questions.

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.

Find more like this in Marketing and sales, For small business, For coaches and For consultants.

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