Charleston AI Playbook

Directory / Prompts / Professional services

Recap after a discovery call

Updated

Problem it solves

The first call ends and both sides remember a different scope. A recap keeps the next step small and clear.

Best tool

  • ChatGPT (free chat)
  • Claude (free chat)
  • Gemini (free chat)
  • Copilot (free chat)

The free chat is enough for one draft. ChatGPT, Claude, Gemini, and the free Microsoft Copilot chat can each do this. A paid plan only helps if you hit a usage limit. Copilot inside Word, Excel, or Outlook is a separate paid Microsoft 365 feature. You do not need it to try this once.

Copy-paste prompt

Write a recap email after a discovery call. Under 150 words. Include what they said they need, the next step I promised, and one thing that is out of scope if I listed it. Do not quote a price unless it is below.

Client: [name or company]
What they need: [from your notes]
Next step I promised: [step and date if any]
Out of scope: [list or "not discussed"]
Price quoted: [amount or "no price quoted"]
My name: [name]

Replace every [bracket]. If you cannot fill one, delete that line.

Template

Subject: Recap of our call
Hello [name],
You said you need [need].
I will [next step] by [date or "with no date promised"].
Not in this next step: [out of scope].
[price line only if you quoted one]
Reply if I missed something.
[your name]

Download saves a .txt file. discovery-recap.txt

Example output

A usable draft is a recap the client can correct. It separates the need, the next step, and the out-of-scope line. No price you did not quote.

Tips

  • Send it the same day, while you can still tell a bad sentence from the call.
  • If they reply with a correction, the correction wins. Do not defend the draft.

Time saved

Estimate: the recap is a few minutes from notes. It can prevent a longer argument later. That prevention is not a number I can honestly give you.

How to use it

  1. Copy the prompt. Copy the prompt on this page into a free chat.
  2. Fill every bracket. Replace each [bracket] with a fact from your own notes. If you cannot fill one, delete that line instead of guessing.
  3. Edit before you use it. Read the draft against your notes. Delete any price, date, name, or promise you did not supply. You decide what gets sent.

Where this came from

  • Original to this library.