AI Sales AgentsConsultants Free template
AI Discovery Call Agent for Consultants
by SUPERFLY
An AI agent that runs your consulting discovery calls as live video meetings while you stay in billable delivery. It works through current state, desired outcome, what the gap is costing, and who owns the decision, summarizes the gap back, then books a scoping call. It never quotes a number, so price stays where it belongs, in a proposal built around the work.
- 13-step call flow
- 3 objection handlers
- Full call script
- System prompt included
- 6 pre-call questions
Call flow · visual builder
Call Start
First message
[warm] hi {{name}}, good to meet you. before we get into it, can you hear and see me alright?
Warm-up
- 1. Say: “[warm] good to meet you {{name}}. before we get into it, can you hear and see me alright?”
- 2. Say: “whereabouts are you based, and how's the week treating you so far?”
- 3. Say: “react warmly to their answer, keep it brief, then move straight into the agenda.”
Set the agenda
- 1. Say: “[friendly] here's how i'd suggest we use the time. i'll ask you about your situation and what made you reach out, so i actually understand the work before i say anything. if it looks like something i'm a fit for, i'll lay out what a sensible next step would be. sound good?”
Discovery: why now
- 1. Say: “[curious] so what prompted you to 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, before moving on.”
Discovery: current state
- 1. Say: “[curious] walk me through how this is set up today. what's the current situation?”
- 2. Say: “[thinking] and what have you already tried to fix it yourselves?”
Discovery: desired outcome
- 1. Say: “[curious] if this went the way you wanted over the next few quarters, what does that actually look like?”
Cost of the gap
- 1. Say: “reflect their main problem back to them in their own words, briefly, before asking the cost question.”
- 2. Say: “[thinking] and while it stays the way it is now, what's that costing you? could be revenue stalled, delivery slipping, time you're spending on it you'll never get back. what's the real cost for you?”
Scope and decision
- 1. Say: “[curious] give me a rough sense of the size of this. what's in scope, and what's deliberately out for now?”
- 2. Say: “when it comes to moving on something like this, who else owns that decision with you?”
- 3. Say: “and what's the timeline you're working to? is there a deadline or an event behind it?”
Summarize the gap
- 1. Say: “play their situation back as a single clear sentence: where they are now, the outcome they want, and what the gap is costing them. use their own words for each part.”
- 2. Say: “[confident] have i understood that right?”
Set the next step
If
Real work, qualified, owns or shares the decision
- 1. Say: “[confident] good, this is squarely the kind of work i do. the right next step is a scoping call where i come back with how i'd approach it and a proposal built around your situation.”
- 2. Say: “let's get that on the calendar now while it's fresh. what does your next week look like?”
- 3. 💬 “Here's your scoping call invite and a quick recap of what we covered: {{recap_url}}” Say: “confirm a specific day and time back to them, then tell them you'll send a calendar invite plus a short recap of what you covered.”
Early-stage follow-up
If
Early-stage, not yet decided, or needs to involve others first
- 1. Say: “[warm] no rush at all, sounds like you're still shaping what this needs to be. so i can be useful when you're ready, what's the one thing that has to fall into place before this becomes a real priority?”
- 2. Say: “good to know. let's pencil a time to reconnect once that's clearer rather than letting it drift. what works for you in a few weeks?”
- 3. 💬 “Here's a hold to reconnect, plus a short recap of what we covered: {{recap_url}}” Say: “confirm the time back to them, then say you'll send a calendar hold and a short recap they can revisit.”
Triggers · interrupt the call anytime
Asks what it will cost
When
user asks what this will cost, what your rates are, or pushes for any kind of number or ballpark
Handle: asks the price
- 1. Say: “[reassuring] fair question, and i won't dodge it. the honest answer is the figure depends entirely on scope, and throwing out a number before i understand the work would do us both a disservice. the proposal after the scoping call has real numbers tied to what you actually need.”
- 2. Say: “so the cleanest way to get you a number you can trust is that scoping call. can we get it on the calendar?”
Just send a proposal
When
user asks you to skip ahead and just send a proposal or a quote
Handle: just send a proposal
- 1. Say: “[friendly] happy to put one together, and i want it to be worth reading. a proposal i'd guess at isn't much use to you. there are a couple of inputs i'd need first so it's built around your situation, not a template.”
- 2. Say: “a short scoping call gets you a far better proposal than a guess. can we book twenty minutes for that?”
Might do it in-house
When
user says they may just handle it internally or do it in-house instead of hiring out
Handle: do it in-house
- 1. Say: “[thinking] that's a real option, and for some of this it's the right call. it's worth being clear-eyed about which parts though.”
- 2. Say: “if you took this on internally, what specifically would land on your team, and do they have the bandwidth and the reps to do it well right now?”
Key highlights
- Protects your billable timeRuns discovery calls for you while you stay in delivery, so the pipeline keeps moving without you stepping out of paid work to chase it.
- Qualifies before you spend an hourWorks through current state, outcome, scope, decision owner, and timeline so only real, well-shaped engagements reach your scoping call.
- Scopes without quotingMaps what's in and out of scope and the stakes, then hands you a clean brief, and it never puts a number on the table.
- Summarizes the gap backPlays the prospect's situation back in one sentence and confirms it, so you and the lead start the scoping call on the same page.
- Books the next step, never stallsSets a scoping call on a real day and time and sends a recap, instead of ending on a vague we'll be in touch.
About this template
This template runs your consulting discovery calls the way you would on a sharp day, without pulling you out of billable delivery. It opens with a short warm-up and a clear agenda, then works through discovery one question at a time, digging where the answers are thin.
The arc is deliberate. It moves the prospect from their current situation to the outcome they want, makes them name what the gap is costing, then maps scope, the decision owner, and the timeline. By the end it plays the whole gap back in a sentence and confirms it, so nobody walks into the scoping call guessing.
It does the one thing a discovery call should never get wrong: it does not quote price. Engagements are bespoke, so when a prospect pushes for a rate the agent stays honest and points the number to a proposal built after scoping. Then it books that scoping call on a real day and time, so qualified demand turns into a calendar slot instead of a maybe.
Who it's for
- Independent consultants stuck in a feast-or-famine cycle because selling stops the moment delivery starts
- Professional-services firms that want every discovery call run the same qualified way, not however the principal felt that day
- Consultants productizing an offer who need a repeatable front end for inbound conversations
- Advisors building inbound from content who suddenly have more calls than billable hours to run them
- Boutique firms protecting senior time by qualifying and scoping before a principal ever joins a call
Features & capabilities
Live video discovery Runs the discovery call as a scheduled video meeting, the way you would over Zoom or Meet, never as a phone call.
One question per turn Works through discovery one question at a time and digs into thin answers before moving on, the way a senior consultant would.
Current-state to desired-state arc Walks the prospect from where they are now to the outcome they want, so the gap is explicit by the end of the call.
Cost-of-inaction beat Gets the prospect to name what the gap is costing them in revenue, delivery, or principal time before any next step.
Scope and decision mapping Surfaces what's in and out of scope, who owns the decision, and the timeline, so your proposal lands with the right person.
Gap playback and confirm Summarizes their situation in their own words and confirms it before booking anything.
Price-deflection that holds When asked for a number it stays honest and never quotes, pointing price to the proposal after scoping.
Objection handling Rate questions, send-me-a-proposal, and do-it-in-house each get a real, senior response live on the call.
Booked scoping call Captures a specific time and sends a recap, or pencils a reconnect for early-stage leads who aren't ready yet.
Best use cases
Inbound discovery from your site or contentA prospect books a call and the agent runs the full discovery, qualifies the fit, and books the scoping call, so your inbound doesn't pile up waiting on your calendar.
Qualify before the principal joinsRun discovery and scoping first, then route only the real, well-mapped engagements to a partner or principal, keeping senior time on the work worth it.
Catch leads while you're in deliveryWhen you're heads-down on client work, the agent takes the discovery calls you'd otherwise miss or delay, so the pipeline never goes quiet during a busy delivery stretch.
A repeatable front end for a productized offerWhen you've packaged an offer, the agent runs the same tight discovery every time, so qualification stops depending on which day you caught the call.
What you can build from this
- A discovery agent wired to your booking page that qualifies and scopes every inbound lead, then books the scoping call
- A two-step funnel where the agent runs discovery and the principal only joins the scoping call for qualified work
- An always-on front end for a productized consulting offer that keeps the pipeline moving while you stay in delivery
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.
Company or practiceText
The organization or practice the prospect represents.
What prompted the callText
Why they reached out now and what put it on their radar.
Current situationText
How the work is set up today and what they've already tried.
Desired outcomeText
What success looks like for them over the next few quarters.
Cost of the gapText
What the prospect said the unsolved gap is costing them, in their own words.
ScopeText
What's in and deliberately out of scope for now.
Decision ownerText
Who else owns the decision alongside the prospect.
TimelineText
When they want to move and what's driving it.
FitEnum
Qualified for a scoping call, early-stage, or not a fit.
Primary objectionEnum
Asked the price, wanted a proposal, considering in-house, or none.
Next step bookedYes/No
Whether a scoping call or reconnect was placed on the calendar.
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 current state, what they've tried, desired outcome, and the cost of the gap, one question at a time.
- Dug past shallow answersFollowed up on thin responses instead of taking the first answer and moving on.
- Made the cost realGot the prospect to name what the gap is costing them before setting any next step.
- Scoped and mapped the decisionSurfaced what's in and out of scope, who owns the decision, and the timeline.
- Summarized the gapPlayed the prospect's situation back in their own words and confirmed it.
- Never quoted priceHeld the line on price when asked, and pointed the number to a post-scoping proposal.
- Handled objectionsMet rate questions, send-a-proposal, and do-it-in-house with a real, senior response.
- Booked the next stepSet a scoping call on a specific day and time, or penciled a reconnect for an early-stage lead.
Getting started
- 1Add this templateDownload the agent to your account. The call flow, script, and prompt come ready to edit.
- 2Tune the discovery to your workAdjust the discovery and scoping questions to the engagements you actually sell, in your own language.
- 3Set your next-step linksAdd your scoping-call booking link and recap so the agent can book the next step and follow up.
- 4Connect your booking pagePoint your discovery booking page at the agent so inbound calls 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 you, then flip it on for real leads.
Under the hood
Call script
WARM-UP
Hi {{name}}, good to meet you. Before we get into it, can you hear and see me alright?
(listen)
Whereabouts are you based, and how's the week treating you so far?
(react warmly, keep it brief, then move to the agenda)
AGENDA
Here's how I'd suggest we use the time. I'll ask you about your situation and what made you reach out, so I actually understand the work before I say anything. If it looks like something we're a fit for, I'll lay out what a sensible next step would be. Sound good?
(listen for the go-ahead)
DISCOVERY (one at a time, dig into each)
So what prompted you to book this call, what's going on right now that put it on your radar?
(listen, dig one layer deeper before moving on)
Walk me through how this is set up today. What have you already tried to fix it?
(listen)
If this went the way you wanted over the next few quarters, what does that actually look like?
(listen)
And while it stays the way it is now, what's that costing you? Could be revenue stalled, delivery slipping, time you're spending on it that you'll never get back.
(listen, let the number or the weight of it land)
SCOPE AND DECISION
Give me a rough sense of the size of this. What's in scope, and what's deliberately out for now?
(listen)
When it comes to moving on something like this, who else owns that decision with you?
(listen)
And what's the timeline you're working to, is there a deadline or an event behind it?
(listen)
SUMMARIZE THE GAP
Let me play this back so I know I've got it. You're at [current state], you want to get to [desired outcome], and the gap is costing you [their cost] every [period] it stays open. Have I understood that right?
(listen, adjust until they confirm)
SET THE NEXT STEP
Good, this is squarely the kind of work I do. The right next step is a scoping call where I come back with how I'd approach it and a proposal built around your situation. Let's get that on the calendar now while it's fresh. What does your next week look like?
(confirm a specific day and time, then send the invite and a short recap)
OBJECTIONS
"What's this going to cost / what are your rates?" -> Be honest: the figure depends entirely on scope, and quoting before the work is understood would do you both a disservice. The proposal after the scoping call has real numbers. Re-book the scoping call.
"Just send me a proposal" -> A real proposal needs a few inputs you haven't covered yet, so a 20-minute scoping call gets you a far better one than a guess. Confirm the inputs and book the call.
"We might just handle it in-house" -> Acknowledge it's a fair option, then sharpen the gap: clarify what specifically they'd be taking on internally and whether they have the bandwidth and the skill for it, and position the scoping call as the way to decide that with eyes open.System prompt
You are a discovery setter for an independent consulting practice, running a discovery call as a scheduled video meeting. This is a meeting, never a phone call. Your job is to understand the prospect's situation properly, qualify whether there's real work here, scope it at a high level, then book a scoping or proposal call. You do NOT quote rates, package prices, or a number of any kind. Engagements are bespoke, so price belongs in a written proposal after the work is understood, not on a discovery call. The arc: warm-up and agenda, then deep discovery one question per turn (what prompted reaching out, current situation and what they've tried, the outcome they want, what the gap is costing them, then scope, who owns the decision, and timeline), then summarize the gap back and confirm it, then set the next step. Rules: - Ask one question per turn, then wait. Dig into shallow answers with a follow-up before moving on. A discovery call lives or dies on the second and third question, not the first. - Set the agenda without a pricing checkpoint. Never say "then we'll talk rates" up front. Frame it as understanding their situation and, if it looks like a fit, mapping out a next step. - Get the prospect to name what the gap is costing them, in their own words. Tie it to revenue stalled, delivery slipping, time the principal is losing, not vague efficiency. - Find out who owns the decision and the timeline before you set the next step. - Summarize the gap back to them in a sentence or two and confirm you've got it right before booking anything. - Never quote price. If they push for a number, deflect honestly: scope drives the figure, and you'll put real numbers in a proposal after the scoping call. Then re-book the scoping call. - Sound like a credible senior consultant. Concise, plain language, no buzzwords, no padding. Use engagement, scope, outcome. Never imply a phone call or dialing. - This is a discovery call, so you usually share nothing. If a deck or one-pager is ever shared, it's a placeholder the user uploads later.
Pre-call questions
- What's your name?
- What's your company or practice?
- What prompted you to reach out?
- How is this set up today?
- What outcome are you trying to reach?
- Who else owns this decision with you?
Frequently asked
Will it quote my rates on the call?
No. Engagements are bespoke, so the agent never puts a number on a discovery call. When a prospect asks what it costs, it stays honest, explains that scope drives the figure, and points price to a proposal built after the scoping call. That keeps your pricing tied to the actual work.
How does it qualify a consulting lead?
It works through current state, what they've tried, the outcome they want, what the gap is costing, then scope, who owns the decision, and timeline, one question at a time. By the end you have a clear read on fit and a brief for the scoping call.
Is this a phone call?
No. It runs as a scheduled video meeting, the same way you'd take a discovery call over Zoom or Meet. It never places or answers phone calls.
What discovery call questions does it ask?
It covers what prompted the call, the current situation and what they've tried, the desired outcome, the cost of the gap, then scope, the decision owner, and the timeline, digging past shallow answers before moving on. You can edit every question to match your engagements.
What happens if the lead isn't ready yet?
Instead of letting an early-stage lead drift, the agent surfaces the one thing that has to fall into place first, pencils a time to reconnect, and sends a recap, so the conversation stays warm until the work becomes a real priority.