# A Discovery Call Proposal Prompt That Never Makes Up a Price > Turn a discovery call into a proposal outline: problem, goals, scope, options and open questions. A copy-paste AI prompt that leaves every price to you. - URL: https://www.getvoibe.com/resources/proposal-from-discovery-call-prompt/ - Author: Ayush - Published: 2026-11-07 ## Proposal From a Discovery Call Prompt: The Quick Answer A good discovery call can end in a bad proposal. The client mentioned a budget, so the AI draft quotes a price you never set. They said ideally by October, so the draft promises October. The prompt below turns a discovery call transcript or summary into a proposal outline. It covers the client's problem, goals and scope, two or three options, and the questions you still need to ask. It never invents a price, a date or a guarantee. Where a price belongs, it writes [PRICE: to be set]. I wrote it for consultants, insurance brokers and agencies who write proposals after discovery calls on Zoom, Teams or in person. The prompt comes in two forms. The paste version works in any AI assistant, such as ChatGPT, Claude or Gemini, with a transcript you paste in. The MCP version lets Claude read your calls itself. MCP is a standard way for AI apps to connect to other software. This version needs Voibe Work, the meeting-notes plan in our app, Voibe. It takes notes with no bot in the call. ### Key takeaways | Question | Answer | | --- | --- | | **What does the prompt produce?** | A proposal outline in seven parts: problem, goals, scope, options, budget and timeline, commitments, open questions | | **Who is it for?** | Consultants, insurance brokers, agencies and anyone who writes a proposal after a first call | | **What will it never do?** | Invent prices, discounts, delivery dates, guarantees or results. It writes [PRICE] and [DATE] markers instead | | **Where do the options come from?** | Only from approaches mentioned on the call, so the outline matches what the client heard | | **Which assistant does it need?** | The paste version works in any assistant. The MCP version needs Claude Desktop and Voibe Work | > **Key takeaway:** The discovery call proposal prompt turns a call transcript or summary into a proposal outline: problem, goals, scope, options, budget and timeline, commitments and open questions. It builds options only from what was said, and writes [PRICE] and [DATE] markers instead of inventing prices or deadlines. ## The Proposal Outline Prompt to Paste Into Any AI Assistant The paste version is the prompt plus your call notes, in one message to any AI assistant. Paste the transcript or summary over the placeholder at the bottom. The output is an outline for you, not a proposal for the client, and anything unclear comes back marked [CHECK: …] for you to settle. ``` Below my instructions are the notes from a discovery call with a prospective client: a transcript, a summary, or both. Turn them into a proposal outline I can write the proposal from. Audience: me. I will edit the outline into a proposal for the client. Format: headed sections with short bullets. Length: under 500 words. Sections, in this order: 1. The problem: what the client said is wrong today, in their words where the notes give them. 2. Goals: what the client wants to achieve, and how they said they would measure success. 3. Scope: what the work covers, and anything either side said is out of scope. 4. Options: two or three ways to do the work, built only from approaches mentioned on the call. For each, one line on what it includes and what it leaves out. 5. Budget, timeline and decision: any budget, deadline or decision-maker the client stated, in their words. 6. Commitments: anything either side promised on the call, with the date if one was said. 7. Open questions: what I still need to ask before I can price the work or send the proposal. Rules: - Never invent prices, discounts, delivery dates, guarantees or results. Where a price belongs, write [PRICE: to be set]. Where a date was not agreed, write [DATE: not agreed]. - Use only names, figures and commitments that appear in the notes. - Describe the problem as the client did. Do not make it sound bigger or more urgent. - If anything is unclear, write [CHECK: what is unclear] instead of guessing. - End with a list of every [PRICE], [DATE] and [CHECK] item. Notes: [paste the transcript or summary here] ``` ### Four choices that keep the outline true to the call **No invented prices or dates.** An AI that hears a budget will happily fit a price under it. The [PRICE] and [DATE] markers leave every number and deadline for you to decide. **Options come from the call.** If you described two ways to do the work, the outline shows those two. A third option the client never heard makes the proposal read like it came from a different meeting. **The problem stays the client's size.** AI drafts like to raise the stakes, turning an annoyance into a crisis. A proposal that overstates the problem tells the client you weren't listening. **Open questions come last, as a list.** They are often the most useful part of the outline. Each one is a reason for a short follow-up call before you price the work. ## The MCP Version: Let Claude Read the Discovery Call Itself The MCP version does the same job without copying anything. Claude reads the call from Voibe Work, so you name the prospect instead of pasting a transcript. Voibe Meeting MCP is a Voibe Work feature that lets AI apps such as Claude read your meetings. MCP is short for Model Context Protocol. Meeting MCP comes with Voibe Work and with the free 7-day trial every new account gets. ### Connect Claude Desktop once Claude Desktop is the Claude app you install on your computer. Connecting it takes four steps, and you only do it once: 1. Click MCP on the Meetings page in Voibe Work, then pick the Claude tab. 2. Click Add to Claude, and Claude Desktop opens. 3. Claude shows Voibe Meeting MCP, and you click Install. 4. Ask Claude about your meetings in a new chat. The panel that opens when you click MCP has a switch at the top that lets AI apps use your meetings. Turning it off stops every AI app at once. The [Meeting MCP launch post](https://www.getvoibe.com/resources/voibe-meeting-mcp/) walks through the rest of the panel. ### The MCP version for one discovery call ``` Read my most recent meeting with [prospect or company name]. It was a discovery call. Turn it into a proposal outline I can write the proposal from. Audience: me. Format: headed sections with short bullets. Length: under 500 words. Sections, in this order: the problem, in the client's words; goals and how they will measure success; scope, in and out; two or three options built only from approaches mentioned on the call; budget, timeline and decision-maker as stated; commitments made on the call; open questions I need to ask before pricing. Never invent prices, discounts, delivery dates, guarantees or results. Write [PRICE: to be set] where a price belongs and [DATE: not agreed] where no date was agreed. Use only names, figures and commitments from the meeting. Write [CHECK: what is unclear] instead of guessing, and list every [PRICE], [DATE] and [CHECK] item at the end. ``` ### The MCP version for a series of calls Larger deals rarely close on one call. There is no paste version of this prompt, because it reads every meeting with the company. It keeps the latest scope, budget and deadline. ``` Read every meeting I had with [company name], from the first discovery call to today. Build one proposal outline from all of them. Use the same seven sections: the problem, goals, scope, options, budget and timeline, commitments, open questions. Where a later meeting changed something from an earlier one, such as the scope, the budget or the deadline, use the later version. Note the change in brackets with both meeting dates. Never invent prices, discounts, delivery dates, guarantees or results. Write [PRICE: to be set] and [DATE: not agreed] where they belong. Use only what was said in the meetings, and write [CHECK: what is unclear] instead of guessing. ``` The bracketed change notes show where the deal moved between calls. They are worth reading before you price anything. ## Worked Example: A Consultant's Discovery Call Becomes an Outline Every name and figure in this example is invented. Priya Nair is an independent operations consultant. She has a discovery call on Zoom with Tom Becker, operations director at Larkfield Foods, a food distributor. ### The transcript excerpt Seven minutes of a longer call, with the speaker labels and times a transcript shows: ``` Meeting: Discovery call, Larkfield Foods. Zoom. Present: Priya Nair (consultant), Tom Becker (operations director, Larkfield Foods) [00:04:12] Tom: Every order gets typed into a spreadsheet, then typed again into the accounting system. The invoices come out wrong, and we issue about thirty credit notes a month. [00:05:30] Tom: If that number came down, I'd call this a success. One thing, though: we're not changing the accounting system. That's off the table. [00:07:48] Priya: I see two ways to do this. A two-week review, where I map the process and recommend a fix, and your team implements it. Or the review plus me helping you implement the fix, over about three months. [00:09:05] Tom: We've set aside something like $15,000 for this year, but I'd need to see what we get for it. Anything over $10,000 needs sign-off from our managing director, Sarah Quinn. [00:09:40] Tom: Ideally it's done before peak season starts in October. [00:10:22] Tom: I'm not sure yet whether the warehouse picking lists are part of this. And we haven't decided who would run the project on our side. [00:11:15] Priya: I'll send you an outline by Wednesday. [00:11:20] Tom: Great. I'll send over our current order process document. ``` ### The outline the paste version produces ``` PROPOSAL OUTLINE: Larkfield Foods, order process 1. THE PROBLEM - Every order is typed into a spreadsheet, then again into the accounting system. - Invoices come out wrong; Larkfield issues about 30 credit notes a month (client's estimate). 2. GOALS - Bring down the number of credit notes a month. - Measure of success: Tom would call the work a success if that number came down. 3. SCOPE - In: the order process, from order entry to invoice. - Out: changing the accounting system (ruled out by the client). - [CHECK: are the warehouse picking lists in scope?] 4. OPTIONS - Option A: a two-week review that maps the process and recommends a fix. Larkfield's team implements it. [PRICE: to be set] - Option B: the two-week review, plus help implementing the fix over about three months. [PRICE: to be set] 5. BUDGET, TIMELINE AND DECISION - Budget: something like $15,000 for this year, depending on what it buys (client's words). - Timeline: ideally done before peak season starts in October. - Decision: anything over $10,000 needs sign-off from Sarah Quinn, managing director. 6. COMMITMENTS - Priya Nair: send this outline by Wednesday. - Tom Becker: send the current order process document. [DATE: not agreed] 7. OPEN QUESTIONS - Are the warehouse picking lists part of the work? - Who will run the project on Larkfield's side? ITEMS TO RESOLVE: [PRICE] Option A; [PRICE] Option B; [DATE] Tom's document; [CHECK] warehouse picking lists. ``` ### What the prompt caught - **No price under the budget:** Tom named a budget of about $15,000. Both options still say [PRICE: to be set]. A default AI draft could easily have priced Option A just under it. - **The deadline stayed a wish:** Tom said ideally before October. The outline keeps the word ideally rather than promising a date. - **A promise without a date:** Tom offered to send his process document but gave no day. The outline marks it [DATE: not agreed]. - **The exclusion is in writing:** the accounting system is listed as out of scope, which keeps it out of Option B. ## How to Adapt the Prompt for Consultants, Brokers and Agencies The seven parts fit most discovery calls. Each kind of business adds a line or two, and a few small edits change the audience or length. ### For consultants Ask for the client's current process as a short numbered list under the problem, if they walked you through it. Add a line asking for the people involved on the client's side and their roles, as stated on the call. Both feed the statement of work later. ### For insurance brokers For a commercial client, ask for current cover, the renewal date and the risks the client wants covered, all as stated. Keep the [PRICE] rule: premiums come from the carriers' quotes, not from the call. Our [guide to AI meeting note takers for insurance agents](https://www.getvoibe.com/resources/best-ai-meeting-note-taker-for-insurance-agents/) covers recording client calls in the first place. ### For agencies Add a line asking for deliverables mentioned on the call, plus any brand, legal or technical constraints. Ask who approves the work on the client's side, which often differs from the person on the call. ### Audience and length variants | You want | Change this in the prompt | | --- | --- | | A recap the client can confirm | Audience: the client. Length: under 200 words. Keep the problem, goals, options and open questions. Remove the budget part | | An internal deal review | Audience: my team. Add a line on risks to winning the deal, using only what was said | | Your own proposal template | Replace the seven sections with your proposal's headings, in your order | | Open questions across this month's calls | The MCP version only: Go through my discovery calls from this month and list the open questions for each prospect | For the thank-you email after the call, use the [meeting follow-up email prompt](https://www.getvoibe.com/resources/meeting-follow-up-email-prompt/), which has a discovery call variant. ## What to Check Before the Outline Becomes a Proposal The outline is a draft for you, and the proposal goes out under your name. Read it against the transcript before you build anything on it. 1. **Prices and dates.** Every [PRICE] and [DATE] marker needs a number or date you chose. Search the draft for any figure that isn't yours or the client's. 2. **Scope.** Check that nothing the client ruled out has crept back into an option, and that nothing you promised is missing. 3. **Names and titles.** Check the company name, the people and their roles, because a transcript can attach a line to the wrong speaker. 4. **The client's words.** Read the problem and goals as the client would. They should recognise their own description. 5. **What stays private.** Remove remarks that don't belong in a document others may read. Comments about a colleague or a competitor are the usual ones. Decide too whether to quote the client's budget back to them. It belongs in your outline, and it may not belong in the proposal. ### Every marker resolved Before the outline becomes a proposal, no [PRICE], [DATE] or [CHECK] should remain. Each one left in the draft is a decision the call did not settle, and only you can make it. ## Run the Proposal Prompt on Your Voibe Work Discovery Calls Voibe Work records your discovery calls and gives you the transcript and summary this prompt needs. It captures the meeting from your Mac or Windows PC. That covers Zoom, Microsoft Teams, Google Meet, Webex, Slack huddles and any other meeting app. No bot joins the call, so a prospect never has to admit a notetaker on a first call. ### Where the input comes from - **The paste version:** use one-click copy on the transcript or summary, or export it as a PDF. Then paste it under the prompt. - **The MCP version:** connect Meeting MCP to Claude Desktop once, and Claude reads the calls when you ask. - **In-person meetings:** Voibe Work records a meeting in the room through your Mac or PC's microphone. - **Speaker names:** the transcript labels each speaker with a time on every line. Click a name to rename the speaker, and the summary updates. ### Where the prospect's information goes Meeting audio is processed by open-source models on zero-retention cloud providers and deleted as soon as processing completes. The transcript and summary are saved on your computer, not on Voibe's servers, and never used to train AI. Processing runs in the cloud, so meeting notes need an internet connection. Once you connect an AI app through Meeting MCP, the panel in Voibe Work states what it can read: > “Apps you connect can read your meeting titles, summaries and transcripts. Your dictation is never shared. What an app reads goes to the company behind its AI, for example Anthropic for Claude. None of it goes through Voibe's servers.” The same goes for the paste version: whatever you paste into an assistant goes to that AI company under its terms. Need one fact from a single call, such as the budget the client named? Use the chat built into Voibe Work instead. It runs on the same zero-retention cloud, and nothing you ask is stored. ### Consent and cost When recording starts, Voibe reminds you to tell everyone you're taking notes. Following the consent rules where you and the prospect are is your responsibility. Our guide to [AI notetaker recording consent laws](https://www.getvoibe.com/resources/ai-notetaker-recording-consent-laws/) covers them state by state. Voibe Work costs $19 a month, $149 a year or $399 once, with Mac and Windows on one seat. Every new account starts with a 7-day trial of every Voibe Work feature, with no credit card and no automatic charge. New to Voibe Work? The [first-week setup guide](https://www.getvoibe.com/resources/getting-started-with-voibe-work/) walks you through it. ## Discovery Call Proposal Prompt FAQ ### Using the prompt **What should a proposal include after a discovery call?** It should include the client's problem in their words, their goals and the scope. Add two or three options, the open questions, and the budget, timeline and decision-maker as stated. Prices and dates come from you. **Why doesn't the prompt let the AI suggest prices?** An AI that hears a budget tends to fit a price under it. A price in a draft can reach the client by accident. The prompt writes [PRICE: to be set] instead, so every price is yours. **Does the prompt work with a summary instead of a full transcript?** Yes, but a transcript works better. A summary often drops the client's exact words, the hedges around a deadline and what they ruled out. A proposal needs all three. ### Privacy and consent **Can I paste a prospect's discovery call into ChatGPT?** You can, but whatever you paste goes to that AI company under its terms. Check your own policy and any confidentiality terms you agreed with the prospect before you paste a full transcript. **Do I need consent to record a discovery call?** Recording-consent rules depend on where you and the prospect are. Voibe reminds you to tell everyone you're taking notes when recording starts, and following the consent rules is your responsibility. ### Voibe Work **Which Voibe plan includes the MCP version?** Voibe Meeting MCP comes with Voibe Work and its 7-day trial, not with Voibe Free or Voibe Dictation, the free and dictation-only plans. The paste version works with any transcript or summary, from any source. **Where does Voibe Work save the discovery call transcript?** The transcript and summary are saved on your computer, not on Voibe's servers, and never used to train AI. Meeting audio is processed by open-source models on zero-retention cloud providers and deleted as soon as processing completes. **How much does Voibe Work cost, and is there a free trial?** Voibe Work costs $19 a month, $149 a year or $399 once, with Mac and Windows on one seat. Every new account starts with a 7-day trial of every Voibe Work feature, with no credit card and no automatic charge. ## Price the Work Yourself, With the Call in Front of You The outline does the slow part: pulling the problem, goals, scope and open questions out of an hour of conversation. The prices, dates and the option you recommend stay with you, because those are what the client signs. Copy the paste version and try it after your next discovery call. Other jobs, such as a [client file note](https://www.getvoibe.com/resources/client-file-note-from-meeting-prompt/), are in the library of [AI prompts for meeting notes](https://www.getvoibe.com/resources/ai-prompts-for-meeting-notes/). ## Frequently asked questions ### What should a proposal include after a discovery call? It should include the client's problem in their words, their goals and the scope. Add two or three options, the open questions, and the budget, timeline and decision-maker as stated. Prices and dates come from you. ### Why doesn't the prompt let the AI suggest prices? An AI that hears a budget tends to fit a price under it. A price in a draft can reach the client by accident. The prompt writes [PRICE: to be set] instead, so every price is yours. ### Does the prompt work with a summary instead of a full transcript? Yes, but a transcript works better. A summary often drops the client's exact words, the hedges around a deadline and what they ruled out. A proposal needs all three. ### Can I paste a prospect's discovery call into ChatGPT? You can, but whatever you paste goes to that AI company under its terms. Check your own policy and any confidentiality terms you agreed with the prospect before you paste a full transcript. ### Do I need consent to record a discovery call? Recording-consent rules depend on where you and the prospect are. Voibe reminds you to tell everyone you're taking notes when recording starts, and following the consent rules is your responsibility. ### Which Voibe plan includes the MCP version? Voibe Meeting MCP comes with Voibe Work and its 7-day trial, not with Voibe Free or Voibe Dictation, the free and dictation-only plans. The paste version works with any transcript or summary, from any source. ### Where does Voibe Work save the discovery call transcript? The transcript and summary are saved on your computer, not on Voibe's servers, and never used to train AI. Meeting audio is processed by open-source models on zero-retention cloud providers and deleted as soon as processing completes. ### How much does Voibe Work cost, and is there a free trial? Voibe Work costs $19 a month, $149 a year or $399 once, with Mac and Windows on one seat. Every new account starts with a 7-day trial of every Voibe Work feature, with no credit card and no automatic charge. ## Related - [AI Prompts for Meeting Notes](https://www.getvoibe.com/resources/ai-prompts-for-meeting-notes/): The full prompt library, grouped by job. - [Meeting Follow-Up Email Prompt](https://www.getvoibe.com/resources/meeting-follow-up-email-prompt/): The email that goes out after the call. - [Client File Note From a Meeting Prompt](https://www.getvoibe.com/resources/client-file-note-from-meeting-prompt/): A neutral record of a client meeting for the file. - [How to Write AI Meeting Notes Templates](https://www.getvoibe.com/resources/how-to-write-ai-meeting-notes-templates/): Templates for every recurring meeting. - [Introducing Voibe Meeting MCP](https://www.getvoibe.com/resources/voibe-meeting-mcp/): Let Claude read your meetings. - [Getting Started With Voibe Work](https://www.getvoibe.com/resources/getting-started-with-voibe-work/): Your first week of meeting notes.