Discovery Call Framework Claude Skill — Sales Call Template

Run discovery calls that earn the engagement: framing, context, diagnosis, future-state, fit assessment, and clear next step. For coaches, consultants, and service businesses.

What this Claude Skill does

• Frame the call collaboratively so the buyer relaxes
• Diagnose the real problem under the stated problem
• Cast a future-state vision in their own words
• Close with explicit next step — yes, no, or graceful pause

Built for

• Coaches and consultants running paid discovery
• Agency and service owners doing founder-led sales
• Sales teams training new reps on consultative selling

What's inside

• SKILL.md — the full skill file with frontmatter, methodology, phases, examples, anti-patterns, and recovery
• Step-by-step phases Claude follows to produce a senior-level output every time
• Worked examples with realistic detail you can adapt to your situation
• Anti-patterns + recovery playbook so the work survives edge cases
• Delivery file tree so outputs land organized for you or your client

How a Claude Skill works

This is a Claude Skill — a single SKILL.md file Claude reads as instructions for a specific kind of work. Drop it in your Claude Project, your /mnt/skills/user/ folder, or wherever Claude can read it. Claude triggers the skill automatically when your prompt matches its description, then follows the methodology end to end.

Author

Built by Ukiyo Productions — a strategy-led branding and growth agency. Part of a 100+ skill marketplace built for founders, operators, consultants, and agencies.