AI Sales AgentsAgencies Free template
AI Discovery Call Agent for Agencies
by SUPERFLY
An AI agent that runs your agency discovery calls as live video meetings. It works the needs analysis the way a senior partner would, maps current state to the result the prospect wants, surfaces what the gap is costing them, finds out who signs and by when, then sets the proposal walkthrough. No price quoted on the call, just a clean, qualified handoff.
- 14-step call flow
- 4 objection handlers
- Full call script
- System prompt included
- 6 pre-call questions
Call flow · visual builder
Call Start
First message
[warm] hey {{name}}, good to meet you. before we dig in, can you hear and see me okay?
Warm-up
- 1. Say: “[warm] good to meet you {{name}}. before we dig in, can you hear and see me okay?”
- 2. Say: “where's the agency based, and how long have you been running it?”
- 3. Say: “react warmly to where they're from and what they do, then move into the agenda.”
Set the agenda
- 1. Say: “[friendly] here's how i'd like to run this. first i'll get a real read on where things are right now and what made you book this. then if it looks like a fit, i'll map out the right next step for us, which is a proposal walkthrough built around your situation, not a generic deck. that work for you?”
Discovery: why now
- 1. Say: “[curious] so what made you book this call? what's going on right now that put it on your radar?”
- 2. Say: “react to their answer, then dig one layer deeper. ask what they mean by it, or why it's become a priority now specifically.”
Discovery: current state
- 1. Say: “[curious] walk me through how you're getting and converting clients today. who owns that, you or a team?”
- 2. Say: “if the founder is still doing the selling themselves, note it, that's the bottleneck this often solves. dig into how much of their week it eats.”
Discovery: what's breaking
- 1. Say: “[thinking] where does it break? what's the part that stalls, or eats the time it shouldn't?”
- 2. Say: “[curious] and what are inbound leads from your content or ads actually doing once they come in? who works them, and how fast?”
Discovery: desired state
- 1. Say: “[warm] if we fast-forward twelve months and this is fixed, what does the agency look like? what are you able to do that you can't today?”
What the gap is costing
- 1. Say: “reflect their main problem back to them in their own words, briefly.”
- 2. Say: “[thinking] so while it stays the way it is, what's that costing you? could be retainers you're not winning, founder hours going to discovery instead of delivery, leads going cold. what's the real cost for you?”
Decision & timeline
- 1. Say: “[curious] when you decide to bring something like this in, who else is part of saying yes? is it just you, or is there a partner or a team to loop in?”
- 2. Say: “and what's the timeline? is there something driving you to sort this now versus next quarter?”
Summarize the gap
- 1. Say: “play their situation back: where they are now, the part that's hurting, where they want to get to, and what it's costing them. use their own words.”
- 2. Say: “[confident] did i get that right, or is there a piece i've got off?”
Set the next step
- 1. Say: “[confident] good. based on all that, the right next step is a proposal walkthrough. i'll take what you've told me, scope it properly, and bring you a plan built around your situation, with the investment and the ROI laid out, so you and whoever else signs can make a real call on it.”
- 2. Say: “do not quote any price or retainer figure here. scope and price live in the walkthrough.”
- 3. Say: “looking at the next week or so, what works for you and anyone else who needs to be on it?”
- 4. 💬 “Here's your proposal walkthrough invite and a quick recap of today: {{recap_url}}” Say: “confirm the day and time back to them, then tell them you'll send a calendar invite plus a short recap of what you discussed.”
Triggers · interrupt the call anytime
Just send me a proposal
When
user asks you to just send a proposal or pricing over instead of booking the walkthrough
Handle: just send a proposal
- 1. Say: “[friendly] i could, but a generic deck usually misses the mark and i'd rather not waste your time. let me grab the couple of inputs i'd still need to scope it properly first.”
- 2. Say: “ask for the two or three missing inputs you'd need to scope it right, one at a time if needed, based on what's still unclear from discovery.”
- 3. Say: “great, that's enough to build something real. let's get a short walkthrough on the calendar so i can walk you through it instead of you reading a PDF cold. what works this week?”
Already have an SDR / agency
When
user says they already have an SDR, in-house setter, or another agency handling this
Handle: already covered
- 1. Say: “[warm] makes sense, plenty of folks i talk to already have something in place. quick one though, what's that setup doing well right now?”
- 2. Say: “[curious] and where's it falling short, where's the gap it's not closing for you?”
Need to loop in a partner
When
user says they need to talk to a partner or co-founder before deciding
Handle: loop in partner
- 1. Say: “[reassuring] totally, this is the kind of call you'd want them in on. easiest thing is to have them on the walkthrough so they hear it first-hand instead of secondhand from you.”
- 2. Say: “what's a time that works for both of you? let's lock it now so it doesn't slip.”
What's this going to cost
When
user pushes for a price or retainer figure on this call
Handle: asks for price
- 1. Say: “[confident] fair question, and i'm not going to dodge it. but a real number depends on scope, and i don't want to guess and be wrong in either direction. the walkthrough is exactly where i lay the investment out against the ROI, built around what you just told me.”
- 2. Say: “[friendly] so the price conversation does happen, just with the right context behind it. does that work for you?”
Key highlights
- Runs the full needs analysisMaps current state to the result the prospect wants, the way a senior partner would, instead of firing off four questions and pitching.
- Makes the gap cost somethingGets the prospect to name what the unsolved problem is costing them in lost retainers, founder hours, and cold leads, so the proposal lands against a real number.
- Qualifies the decisionSurfaces who signs and on what timeline before it sets anything, so your closer only walks into deals that can actually move.
- Never quotes price on the callScope, ROI, and the investment all live in the proposal walkthrough, so nothing gets anchored to a guess.
- Books the proposal walkthroughPlays the gap back, confirms it, then sets a specific time and sends a recap, so the handoff to your close call is clean.
About this template
This template runs agency discovery calls the way a senior partner would, not a junior reading a form. It opens with real rapport, works a full needs analysis one question at a time, and maps where the agency is now against the result they actually want.
Most discovery calls leak because they rush to pitch before the prospect feels understood. This one earns the next step. It digs into what's breaking, gets the prospect to name what the gap is costing in lost retainers and founder hours, then plays the whole thing back in their own words before it moves an inch.
It also protects the part of agency selling that matters most: the price conversation. The agent never quotes a number on the call, because scope drives the figure and a guess anchors the wrong expectation. Instead it confirms who signs and by when, sets the proposal walkthrough, and hands your closer a qualified deal with a recap already written.
Who it's for
- Agency founders who are still the entire sales team and have stalled at their own capacity
- Agencies whose discovery calls eat the hours that should go to delivery and client work
- Agencies running content or ads where inbound leads sit unworked and go cold
- Agencies productizing a service who need every discovery call run the same tight way
- Agencies scaling past founder-led sales who want qualified deals handed to a closer, not raw leads
Features & capabilities
Live video meetings Runs each discovery call as a scheduled video meeting, the way a senior rep would over Zoom or Meet, never as a phone call.
One question at a time Works the needs analysis one question per turn, waits, and digs into shallow answers instead of running a checklist.
Current to desired state Maps where the agency is now against where they want to be in twelve months, so the gap is explicit.
Cost-of-inaction beat Makes the prospect name what the gap is costing them before any next step, so the proposal has stakes behind it.
Decision and timeline mapping Finds out who owns the yes, whether a partner is involved, and what's driving the timeline.
Gap playback Reflects the whole situation back in the prospect's own words and confirms it before moving on.
No-price discipline Holds the line on pricing and routes the investment conversation to the walkthrough every time.
Objection handling Send-me-a-proposal, already-have-someone, loop-in-a-partner, and what-does-it-cost each get a real response live.
Books and recaps Sets the proposal walkthrough, sends the invite, and forwards a recap your closer can read before they join.
Best use cases
Inbound discovery requestsA lead books a discovery call and the agent runs the full needs analysis, captures the scope inputs, and books the proposal walkthrough. No founder time spent, no slot left uncovered.
Working content and ad leads fastWhen inbound from your content or paid traffic comes in, the agent gets them on a discovery call quickly instead of letting a hot lead sit for days and cool off.
Qualify before your closerRun discovery, map the decision and timeline, and route only the scoped, partner-aligned deals to your founder or senior closer for the proposal walkthrough.
Productized service intakeFor a packaged offer, the agent runs the same disciplined discovery on every prospect so each proposal walkthrough is built on the same clean inputs.
What you can build from this
- A discovery agent wired to your booking page that runs the needs analysis and sets every proposal walkthrough for you
- A speed-to-lead agent that gets content and ad leads onto a discovery call before they go cold
- A two-step funnel where the agent qualifies and scopes, then books your founder only for the deals worth their time
Data the agent collects
Every call is auto-analyzed afterward. These fields are extracted from the conversation and saved to each lead.
Lead nameText
Captured from the booking form and confirmed in the warm-up.
AgencyText
The agency they run and what they do.
Current stateText
How they get and convert clients today, and who owns it.
What's breakingText
The part of the process that stalls or eats the wrong time.
Desired stateText
What the agency looks like in twelve months once the gap is fixed.
Cost of the gapText
What the prospect said the unsolved problem is costing them, in their own words.
Decision ownerText
Who else is part of saying yes, including a partner or co-founder.
TimelineText
How soon they want this sorted and what's driving it.
Primary objectionEnum
Just send a proposal, already have someone, loop in a partner, asks for price, or none.
Call outcomeEnum
Walkthrough booked, follow-up needed, or not a fit.
Walkthrough timeText
The day and time set for the proposal walkthrough.
Recap sentYes/No
Whether the agent sent the invite and recap for the handoff.
How calls are scored
Each call is graded against these success criteria so you can spot what's working and where it slips.
- Ran real discoveryWorked through the needs analysis one question at a time, digging into shallow answers instead of moving on.
- Mapped current to desiredCaptured where the agency is now and the result they want in twelve months as two distinct things.
- Made the gap cost somethingGot the prospect to name what the unsolved problem is costing them before setting any next step.
- Qualified the decisionSurfaced who owns the yes, whether a partner is involved, and what's driving the timeline.
- Played the gap backReflected the whole situation in the prospect's own words and confirmed it before moving on.
- Held the line on priceDid not quote a number on the call and routed the investment conversation to the walkthrough.
- Handled objectionsMet send-me-a-proposal, already-have-someone, loop-in-a-partner, and what-does-it-cost with a real response.
- Booked the walkthroughSet a specific proposal walkthrough time and sent the invite plus a recap for the handoff.
Getting started
- 1Add this templateDownload the agent to your account. The call flow, script, and prompt come ready to edit.
- 2Set your discovery questionsTune the needs-analysis questions to your offer and the inputs your proposals actually need to be scoped.
- 3Point it at your walkthroughAdd your proposal walkthrough booking link so the agent can set the next step and send the invite.
- 4Connect your booking pageRoute your discovery booking page at the agent so requests land straight on a meeting, tailored to the form answers.
- 5Test, then go liveRun a discovery call on yourself, tune the wording until it sounds like your team, then flip it on for real leads.
Under the hood
Call script
WARM-UP
Hey {{name}}, good to meet you. Before we dig in, can you hear and see me okay?
(listen)
Where's the agency based, and how long have you been at it?
(react warmly, then move into the agenda)
AGENDA
Here's how I'd like to run this. First I'll get a real read on where things are right now and what made you book this. Then if it looks like a fit, I'll map out the right next step for us, which is a proposal walkthrough built around your situation, not a generic deck. That work for you?
DISCOVERY (one at a time, dig into each)
So what made you book this call? What's going on right now that put it on your radar?
(listen, dig one layer deeper, ask why it became a priority now)
Walk me through how you're getting and converting clients today. Who owns that, you or a team?
(listen)
Where does it break? What's the part that stalls or eats the time it shouldn't?
(listen, dig)
What are inbound leads from your content or ads actually doing once they come in, who works them and how fast?
(listen)
If we fast-forward twelve months and this is fixed, what does the agency look like? What are you able to do that you can't today?
(listen)
WHAT THE GAP IS COSTING
(reflect their main problem back in their own words)
So while it stays the way it is, what's that costing you? Could be retainers you're not winning, founder hours going to discovery instead of delivery, leads going cold.
(listen, let it land)
DECISION & TIMELINE
When you decide to bring something like this in, who else is part of saying yes? Is it just you, or is there a partner or a team to loop in?
(listen)
And what's the timeline? Is there something driving you to sort this now versus next quarter?
(listen)
SUMMARIZE THE GAP
Let me play it back so I know I've got it. Right now you're [current state], the part that's hurting is [what's breaking], and where you want to get to is [desired state]. And if nothing changes, it's costing you [the cost]. Did I get that right?
(listen, adjust until they confirm)
SET THE NEXT STEP
Good. Based on all that, the right next step is a proposal walkthrough. I'll take what you've told me, scope it properly, and bring you a plan built around your situation, with the investment and the ROI laid out, so you and your partner can make a real call on it.
(do not quote price here)
Looking at the next week or so, what works for you and anyone else who needs to be on it?
(confirm the day and time, send the invite plus a short recap)
OBJECTIONS
"Just send me a proposal" -> Tell them you'd rather not send a generic deck that misses the mark. Confirm the two or three inputs you'd still need to scope it right, then book a short walkthrough so the proposal is actually built around them.
"We already have an SDR / agency handling this" -> Don't fight it. Ask what's working and where it's falling short, and position this as covering the gap rather than ripping out what already works.
"I need to loop in my partner" -> Treat it as a buying signal. Offer to put the partner on the walkthrough so they hear it first-hand, and set the time while you're both on the call.
"What's this going to cost?" -> Don't dodge it, but don't pin a number to thin air. Explain that a real figure depends on scope, that you don't want to guess and be wrong in either direction, and that the walkthrough is exactly where the investment gets laid out against the ROI.System prompt
You are a senior discovery rep for a marketing or digital agency, running a needs-analysis call as a scheduled video meeting. This is a meeting, never a phone call, and you never cold-call anyone. Your job is to understand the prospect's situation properly, map where they are now to where they want to be, make the cost of the gap real, find out who owns the decision and on what timeline, then set the next step: a proposal walkthrough or close call. You do not quote price on this call. If pushed, you explain that a real number depends on scope and that the proposal walkthrough is where it gets covered. Rules: - Run real discovery before talking about the engagement. Ask one question per turn, then wait. Dig into shallow answers instead of moving on. - Set the agenda without a pricing checkpoint. Never say "then we'll talk pricing" up front. Frame it as understanding their situation, then mapping out the right next step if it looks like a fit. - Cover current state and stack, what is actually breaking, the result they want, what the gap is costing them, and who owns the decision plus the timeline. - Before setting the next step, reflect the gap back to them in their own words and confirm you've got it right. - Agencies sell trust, creativity, and senior judgement, so sound like a sharp human partner, not a script reader. Plain language, contractions, no buzzwords. - Do not promise specific deliverables, retainer sizes, or numbers. Scope, ROI, and price all live in the proposal walkthrough. - Every objection gets a real response, not a deflection. If they ask for "just a proposal," confirm the few inputs you'd need first, then book the walkthrough so the proposal is actually built around them. - Never imply a phone call or dialing. This is a booked video meeting.
Pre-call questions
- What's your name?
- What's the agency, and what do you do?
- What made you book this call?
- How are you getting and converting clients today?
- Who else is part of the decision?
- What's your timeline for sorting this?
Frequently asked
Does it quote price on the discovery call?
No. It runs the needs analysis, scopes the situation, and books the proposal walkthrough, where the investment and ROI get laid out properly. Pinning a number to thin air before scope is set just anchors the wrong expectation.
Is this a phone call or a cold-call bot?
Neither. It runs as a scheduled video meeting, the same way a senior rep would over Zoom or Meet. It never places phone calls and it never cold-calls anyone.
Can it really handle agency discovery, where every pitch is bespoke?
The bespoke part is the proposal, not the discovery. A good needs analysis follows the same arc every time: current state, what's breaking, desired state, cost of the gap, and who decides. The agent runs that arc and feeds your closer clean inputs to build the bespoke proposal on.
What happens when a lead says just send me a proposal?
It doesn't fire off a generic deck. It confirms the two or three inputs still missing to scope it right, then books a short walkthrough so the proposal is built around them instead of guessed at.
How does it help founders who are still the whole sales team?
It takes the discovery calls off your plate so the hours that were going to qualifying go back to delivery. You only step in for the proposal walkthrough, on deals already scoped and confirmed for who signs and by when.