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    Discovery Call to Proposal

    2

    Turn discovery-call notes into a three-package coaching proposal and a pressure-free follow-up email.

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    Discovery Call to Proposal

    Discovery Call to Proposal

    Example session with this skill installed

    Turn my notes from today's discovery call into a proposal. I'm a leadership coach, 60-minute video sessions, €150 per session. I'm Priya Nair, Priya Nair Coaching. Today is 14 September 2026.

    Call notes (fictional prospect):

    Daniel Okafor, engineering manager, promoted 3 months ago, team of 8.

    • "I was a good engineer. Now I feel like a bad manager."
    • Still doing a lot of the coding himself because "it's faster". Team members wait for his reviews.
    • Working 55-hour weeks. Wants to get back to about 45 without the team slowing down.
    • 1:1s with his reports keep getting cancelled, by him.
    • Wants: delegate properly, run regular 1:1s, feel confident in the role by the end of the year.
    • Company has a learning budget and would reimburse up to €1,500. His manager needs a proposal (PDF) to approve it.
    • Wants to decide by the end of the month.
    • Seemed energised at the end: "This is exactly what I need to talk through."
    • Read your context and instructions
    • Compiled the discovery call to
    • Generated the document

    Coaching proposal for Daniel Okafor

    Prepared by Priya Nair, Priya Nair Coaching · 14 September 2026 · Valid until 28 September 2026

    What you told me

    • Three months into managing a team of eight, you feel like "a good engineer" who is now "a bad manager".
    • You want to delegate properly, run regular 1:1s, and feel confident in the role by the end of the year.
    • You are working 55-hour weeks and want to get back to about 45 without the team slowing down.

    How we will work

    1. Clarity: map where your time goes and decide what only you should be doing.
    2. Delegation and 1:1s: build a simple delegation routine and a 1:1 rhythm you can keep.
    3. Confidence: practise the harder conversations and review what is working.

    Packages

    EssentialRecommended ★Premium
    Price€600€950€1,650
    Sessions4 × 60 min6 × 60 min10 × 60 min
    Duration8 weeks3 months5 months
    Session notes and action plan✓✓✓
    Support between sessions—EmailMessaging
    Mid-point review session with written summary——✓

    Payment: [in full / in instalments: confirm]. [No VAT / VAT excluded: confirm].

    Next steps

    1. Reply with the package you choose.
    2. I send the coaching agreement and the first invoice.
    3. We book your first session within 7 days.

    To confirm before sending (delete this section before sending)

    • Package prices are built from €150 per session: Essential is 4 × €150 = €600. Recommended (€950, against 6 × €150 = €900) and Premium (€1,650, against 10 × €150 = €1,500) are priced above the per-session rate because they add support between sessions, and Premium adds a mid-point review. Adjust if you prefer straight per-session pricing.
    • Sessions assumed every two weeks (6 sessions ≈ 12 weeks; 10 sessions ≈ 20 weeks).
    • The Recommended package fits within the €1,500 learning budget he mentioned; Premium does not.
    • VAT treatment was not stated.
    • His manager needs a PDF: export this proposal before sending.

    Subject: Your leadership coaching proposal

    Hi Daniel,

    Thanks for today's call. You were clear about what you want: to delegate properly, keep your 1:1s, and feel confident as a manager by the end of the year, without working 55-hour weeks.

    I've attached a proposal with three options. I recommend the 6-session package (€950, over three months). It gives us enough time to change how you delegate and to make your 1:1s stick, and it fits within your learning budget.

    The proposal is valid until 28 September. Reply with the option you choose, and I'll send the agreement so your manager can approve it.

    Best,
    Priya

    discovery-call-to-proposal.pdf

    PDF · document

    Generated

    Example file from a real run - the skill writes it into your workspace.

    Connects securely to your tools. The creator never sees your data.

    What you get

    Turn discovery-call notes into a coaching proposal with three packagesBuild package prices from your per-session rate, with the maths shownWrite a follow-up email in the prospect's own words, without fake urgencyRaise fit concerns with you before a proposal goes out

    About this skill

    Paste your notes or transcript from a discovery call. You get a proposal that reflects what the prospect told you, with clear options to choose from.

    What you get

    • "What you told me", written in the prospect's own words
    • A three-phase outline of how you will work together
    • Three packages (Essential, Recommended, Premium) with sessions, duration, support and price
    • Payment options, a validity date and next steps
    • An 80-120 word follow-up email with one clear call to action

    What makes it reliable

    • Never promises outcomes or invents results, credentials or testimonials
    • Checks session maths (6 sessions every two weeks is about 12 weeks) and keeps prices consistent
    • Raises fit concerns with you instead of writing a proposal for someone who may need other support
    • No hype or fake urgency in the email

    Good to know

    • Written for Claude Code and the Claude app
    • Pure instructions: no scripts, no network calls, no dependencies
    • Never invents facts about you or your clients; unknowns stay as [placeholders]
    • Includes a worked example with a fictional client in examples/
    • Not therapy, medical or legal advice

    How to install

    Works the same in every agent - Claude, Cursor, Codex, Copilot and 20+ more.

    ~30 seconds
    1. 1

      Download the ZIP

      Free skills download straight away. Paid skills unlock right after purchase.

    2. 2

      Unzip into your skills folder

      Every agent reads skills from one folder on your machine. Drop the unzipped folder in there.

    3. 3

      Ask your agent to use it

      Restart the agent if it was already running. It picks the skill up automatically - no config needed.

    Skills folder by agent

    Click the path to copy it. Create the folder if it does not exist yet.

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    Security scanned

    Verified clean 14 days ago

    • Passed all security checks, Safe to install

    Listed18 days ago
    Updated14 days ago

    What's inside

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