Discover how the free Agency AI Discovery Call Kit helps agency owners walk into every call with a plan — and walk out with structured notes, a same-day recap and a decision they can defend.
Plenty of discovery calls “go well” and still produce nothing you can price from. They end with a promise to send something over, and weeks later you’re writing a proposal from memory for someone who can’t sign it. The Agency AI Discovery Call Kit fixes that by deciding what the call has to produce before you dial.
This free course for SMMA, marketing and AI agency owners uses six Claude prompts to prepare the call, sort what you heard, and reach one of three verdicts: propose now, go back with questions, or walk away.
👉 Enrol free in the Agency AI Discovery Call Kit →
🔍 What Is the Agency AI Discovery Call Kit?
The Agency AI Discovery Call Kit includes four lessons totalling around 33 minutes, six plain-English prompts, the prompt pack and SOP in PDF and Word, and a demo call with transcript and notes. It’s free, with lifetime access and no card required.
It is not a sales or closing course — there are no scripts or closing techniques. Instead, it’s about finding out what is true before deciding whether to sell anything. AI structures the call, but it can’t listen for you: you capture their words, and the prompts keep what they said separate from what you concluded, with gaps named rather than filled in.
👤 Who This Course Is For
This course is ideal for:
✔ SMMA owners taking calls from ads or outreach
✔ Marketing and digital agencies selling retained work
✔ AI and automation agencies selling something with no budget line yet
✔ Freelancers with no sales background or script
✔ Anyone whose proposals keep going unanswered
You don’t need a CRM, a call-recording subscription, a sales background or a script — just one call in the diary. It isn’t for anyone who wants a script to read from or an AI notetaker in place of running the call properly.
📚 What You’ll Learn (Course Highlights)
Here’s how the Agency AI Discovery Call Kit is structured:
🔹 1. Why Discovery Calls Fail
The six things every call has to produce — the real problem, what it costs them, who else has to agree, why now, what they can spend and what you still don’t know — including how to establish what a client can spend without asking the budget question.
🔹 2. Before the Call
Prompts 01 to 03: a call plan with three ranked priorities, fifteen questions grouped by job, and the six objections this person is likely to raise — including the one you can’t yet answer. You’ll meet the demo: Apex AI calling Pebble & Co.
🔹 3. After the Call
Prompts 04 to 06, run within a few hours of the call: messy notes or a transcript turned into nine structured headings, a recap email under 150 words with exactly one question, and a verdict on whether to propose at all.
🔹 4. Live Demo: All Six Prompts, End to End
The full chain run on a real thirty-eight-minute call, including notes that come back too confident and the instruction that corrects them — ending in a verdict to go back with questions rather than propose.
👉 Start the free Discovery Call Kit course →
📈 Outcomes You Can Expect
From a single thirty-minute call, you’ll walk away with:
✔ A call plan you can hold in your head while listening
✔ Fifteen questions grouped by job, none sounding like a form
✔ Six ranked objections, with your weakest answer identified
✔ Structured discovery notes with their words and your read kept apart
✔ A recap email under 150 words, sent the same day
✔ A clear verdict: propose now, go back with questions, or walk away
The notes produced by the kit are also the exact input that the free Proposal Generator takes, so if the verdict says propose, there’s no rewriting needed.
💡 Why a Conversation Isn’t Discovery
The instinct on a first call is to be interesting — to explain who you are and how you work. That’s exactly what stops the other person thinking out loud, which is where the useful information comes from.
This course trains you to diagnose rather than present: find the problem beneath the stated one, establish the cost in their own figures, name the second decision-maker and agree a next step with a date.
And when the honest answer is to walk away, you save a week of writing and a month of chasing. The page notes there’s no upsell in the lessons; a related paid course is mentioned once, at the end.
🔎 Course Summary
Course Name: Agency AI Discovery Call Kit
Category: AI Agencies – Client Acquisition
Focus: Planning and running discovery calls, structuring notes with Claude, and deciding whether to write a proposal
Ideal For: SMMA owners, marketing and AI agencies, freelancers who get calls booked but struggle to convert them
🔗 Learn More
Ready to leave calls with a decision instead of a feeling? Enrol in the free course and get the prompts, SOP and demo call: