Claude AI skill
Discovery Call Summary
Never walk away from a discovery call unsure of what to do next.
Takes your call notes and produces a professional summary document that captures what was discussed, what the client needs, what was agreed, and exactly what to send or do next.
What you get
Here’s what Claude makes for you with this skill.
Client situation summary
Key pain points and goals identified
Budget and timeline notes
Next steps with owner and deadline
Proposal outline (if applicable)
Follow-up email draft
What you tell Claude
Have these ready and the skill does the rest.
- Your raw notes from the discovery call (paste them in)
- Prospect name and company
- What service or product you were discussing
- Any next steps that were agreed upon
Who it’s for
Coaches, consultants, freelancers, and service providers who want a consistent, professional process for every sales conversation.
What you download
One ZIP with the skill and a PDF install guide with step-by-step setup and sample prompts.
How it works
No tech skills needed. It takes about two minutes.
- Unzip your download. Inside you’ll find the skill file and its own install guide with sample prompts.
- Add it to Claude. Open claude.ai, click Customize, then Skills. Click +, then Create skill, then Upload a skill. Pick the file and make sure its toggle is on.
- Try it. Start a new chat and paste the first sample prompt from your guide. Swap in your own details and go.
You’ll need: a Claude.ai account with Code execution turned on in Settings → Capabilities. Skills need this switch.
Questions
The things people ask most before they buy.
Do I need a paid Claude plan?
No. Skills work on every Claude plan, so you don’t need to upgrade. You just need Code execution turned on in Settings → Capabilities. On a Team or Enterprise plan, your admin turns it on.
Is it good for beginners?
Yes. No tech skills needed. The skill comes with a step-by-step install guide and sample prompts, and you talk to Claude in plain English.
Can I use it on my phone or tablet?
Yes. You add the skill once on claude.ai or in the Claude desktop app. After that it’s part of your Claude account and ready in your chats, including on your phone or tablet.
How do I get my files?
Your download is ready right after checkout, and the store emails you the link too.
Also in the Coach's Bundle.
Get this skill plus 2 more skills in one download.
Questions about your order? Email support@thelilystudio.com.