Built for solo freelancers and consultants in years 1–3.
A prospect emails about a "quick project." You quote $3,000. Three weeks in, scope has tripled, deadlines have moved twice, and you're working nights on something you'll resent.
The problem isn't your skill. Nobody taught you how to run a real discovery call. This is the system that fixes it.
Eight files. One workflow. Send the intake, run the call with the script, fill the scope worksheet, price it with the calculator, send the SOW.
Inside:
- Field Manual (23-page PDF) — The 5-Phase Discovery Engine, scoping math, 8-clause SOW.
- Discovery Call Script (DOCX) — Verbatim language for every phase of a 60-min call.
- Client Intake Questionnaire (DOCX) — 14 questions you send 48h before every call.
- Scope Definition Worksheet (DOCX) — The Hidden Scope Detector across 8 categories.
- Statement of Work Template (DOCX) — 8 clauses: change-orders, cancellation, IP.
- Red-Flag Card (PDF) — All 12 client red flags on one page. Open during the call.
- Pricing Calculator (XLSX) — Three-sheet model with built-in floor/ceiling check.
- Quick Start Guide (PDF) — Your 5-minute orientation. Read this first.
Edit anything. Brand it your own. Use it on every client forever.
30-day money-back guarantee. Run it on one discovery call. If it doesn't pay for itself, full refund. No questions.