Sales Call → Scope Brief Kit
Turn a sales or discovery call into a locked scope brief a builder or AI can execute—same day. Includes Cursor/Claude skill that transforms messy notes into gaps → scope brief + 'Heard you' recap. Not CRM/lead-gen, not a proposal-writing course, not lawyer MSAs. Not Product #2 Week 0 onboarding and not Product #1 Auth+Stripe code. Built for AI-coding freelancers who need to lock scope before the deposit—then hand off Week 0 to the $39 onboarding kit and Auth+Stripe builds to the $49 DevSpec.
Works With Any AI Tool
This DevSpec works with all AI coding assistants and LLMs.
What's Included
- ✓START-HERE.md — ≤60 min setup; works with Markdown/Docs/Notion
- ✓Discovery call agenda (timeboxed) + decision-maker check
- ✓Live notes template: trigger · success 30/60/90 · current state · constraints · in/out · next step
- ✓'Heard you' recap email (same-day)
- ✓Scope brief template (outcome, deliverables, exclusions, assumptions, open questions ≤3)
- ✓Quote → SOW checklist (non-legal)
- ✓Pricing one-pager worksheet (assumptions → range; not a rate card course)
- ✓Follow-up sequence (3 emails: send brief, nudge, close/lose)
- ✓SKILL.md + .cursorrules — transcript/messy notes → gaps → locked scope brief
- ✓Handoff one-pager → Product #2 ($39) when deposit clears
- ✓Compose tip → Product #1 ($49) when scoped work needs Auth→Checkout→Entitlement
- ✓SAMPLE.md — redacted call → scope brief a stranger finishes in ≤10 minutes
- ✓FAQ / footguns (free consulting trap, missing decision-maker, soft 'make it pop')
- ✓CHECKLIST.md — Complete implementation checklist
- ✓CONTENTS.md — Full file inventory
- ✓AI skill that outputs an executable scope brief, not a fluff proposal essay
File Structure
Tech Stack
Not For
- ✗Not for CRM/lead-gen systems or cold outreach sequences
- ✗Not a full proposal writing course or sales training curriculum
- ✗Not lawyer-drafted MSAs or binding contract language
- ✗Not Product #2 Week 0 onboarding (that's post-yes ops, $39)
- ✗Not Product #1 Auth+Stripe build code (that's when build needs billing, $49)
3 Use Scenarios
Scenario 1: Discovery Call → Same-Day Scope Lock
You just hung up from a 45-minute discovery call. Notes are messy. Client said "make it pop" and "payment plans if easy." Use the SKILL to extract gaps, output a locked scope brief with In/Out lists, and send the "Heard you" recap—same day.
Scenario 2: Prevent Free Consulting Trap
Prospect asks for "some ideas" or "a few options." Instead of writing a free strategy essay, use the recap email template to park vague requests as **Out** until they're written **In** with decision-maker confirmation.
Scenario 3: Missing Decision-Maker GAP
Office manager says "yes" but the owner signs checks over $2k. The SKILL flags decision-maker GAPs so you don't lock scope or send a quote until the real buyer confirms.
Honest limits: Won't find clients for you. Won't close deals for you. Messy notes without a decision-maker confirmation still stall. This pack saves hours after the call, not before you have a real prospect.
SAMPLE Proof: 10-Minute Stranger Path
Real redacted discovery call → locked scope brief in ≤10 minutes (no live prospect, just the pack + AI skill). Included in the zip as SAMPLE.md.
No fake testimonials. No invented star ratings. Just a reproducible before/after path you can test yourself after purchase.
Handoffs: What Happens Next
After Deposit Clears
Client said yes and sent the deposit? Hand off Week 0 onboarding ops to Product #2.
Freelancer Client Onboarding Kit →$39When Build Needs Auth+Billing
Scoped build needs paid signup, user accounts, or Stripe checkout? Compose with Product #1.
MVP Auth + Stripe Billing →$49Not Another $19 Word Zip
Generic $19–$29 proposal templates give you blank Word docs and a "customize this" note. This pack is $35 because it includes an AI skill that outputs an executable scope brief from messy notes—not a fluff proposal essay. Plus explicit handoffs into the $39 onboarding kit and $49 DevSpec when the build needs Auth+Stripe.
Who It's For
Solo freelancers, indie consultants, and small agencies who take discovery/sales calls and need a clean handoff into scope before the deposit
Time Saved
DIY: 4-20 hours
With DevSpec: minutes
7-day refund if the pack isn't useful. Email support with your order email.