Set up your agency once. After that, paste any discovery call transcript and it scores
the deal against the fifteen-point framework, shows the evidence behind every score, flags what the
rep never asked, and picks follow-up assets from your own site.
Fill this in once. Four of the fifteen questions cannot be answered from a
transcript alone. Whether a deal matches work you have delivered, or clears your minimum, depends
on facts about your agency that no prospect will ever say out loud.
One per line. Only what you have shipped and could show a client, not what you are capable of.
One per line. Add a note on depth where it helps.
Your floor, not your average.
What a normal client pays.
Used to judge budget and terms talk.
One per line: client or sector, result, and a URL if it is public. This is what lets the tool judge whether you have comparable proof.
One per line. Things you have decided not to take on, regardless of how good the deal looks.
Paste the contents of your sitemap.xml, or just paste URLs one per line. Used to
suggest relevant case studies and articles to send as the follow-up. Capped at 400 URLs.
Stored in this tool only. Nothing is sent anywhere until you score a call.
Rarely stated on the call, so tell it here.
Paste the whole thing. Speaker labels help but are not required.