Nichetel
Open the actual sample PDF

A real excerpt from this edition. Fictional example data.

NT-005 / Focused tool

Discovery-call preparation

Leave discovery with a decision, not another vague call.

Build a short discovery agenda around the decision, evidence needed and unanswered questions. Track which topics still need a client answer without scoring the prospect.

€10Planned one-off price
One product. No subscription.

Preview the catalogue. Buying opens after payment setup and our final editorial review.

Ask to hear when it opens

Opens your email app with a request. Nothing is sent until you send it.

Editable .xlsxPDF guideNo macros

Start with the decision

What must I establish before recommending a scope or next meeting?

Freelancers preparing a first conversation with a prospective client.

From input to next step.

  1. 01

    Define the decision

    Write the problem in the client’s own terms. Separate the requested deliverable from the outcome they hope it will support.

  2. 02

    Prepare evidence questions

    For each topic, record what you already know, the source and one question that could change your recommendation. Do not fill gaps with assumptions.

  3. 03

    Close the loop

    After the call, capture the answer and an agreed next step. Send back unresolved points before preparing a proposal.

A look inside

The example, in plain sight.

Fictional values from the workbook. Amounts are illustrative currency units, not a market rate or a customer result.

Topic
Desired outcome
Known context
Reduce repeated revisions
Evidence reference
Enquiry note
Question to ask
What currently causes revisions?
Answer recorded?
Yes
Next step
Summarise causes
Unanswered topic
0

Before you use the result.

  • A guess is not a confirmed requirement.
  • Ask permission before recording a call.
  • Leave confidential client material in approved storage.

A conversation planner, not a qualification score or a promise of work.

A few useful answers.

All questions →
Can I buy a product today?

Not yet. The catalogue is open for previews while payment setup and final editorial review are completed. There is no charge, paid reservation or order at this stage.

Do I have to subscribe or buy credits?

No. The planned shop sells each product separately for a one-off price. You will not need a membership, a bundle or a credit balance.

What will I receive?

Each product includes a PDF guide, an editable Excel workbook, a fictional worked example, a blank worksheet with 50 prepared rows and a decision log. Working kits also include an implementation plan and an adaptable message. The exact file list is on each product page.

What software do I need?

A PDF reader and spreadsheet software that supports standard .xlsx formulas. The workbooks contain no macros or external data connections. Formula results depend on your inputs and your spreadsheet software recalculating them. No paid AI account is required.

For the next task.

Explore the collection →