Call setup + notes template

Setup (one-time, ~10 min)

• Zoom account + Fathom recorder connected (auto-joins and transcribes). Free tiers work.
• cal.com / Calendly with a public 30-min “Discovery” link (share everywhere) and a private 30-min “Audit Walkthrough” link (send after). Turn on 24h + 1h email and text reminders — text reminders materially raise show rates.
• Consent framing memorized (see discovery-call-script.md §0).

Per-call checklist

• [ ] Intake form reviewed (if Concierge-bound) / 5-min recon done (if audit-first)
• [ ] Fathom recording ON, consent stated
• [ ] Talk < 20% — one question, then listen
• [ ] 5–7 concrete pains captured in their words
• [ ] Trigger identified (“why now”)
• [ ] Hourly value captured (a number)
• [ ] Next call booked live on the calendar

Notes template (fill during/after — this feeds the proposal generator)

Copy this into your notes tool. The field names match the internal playbook so findings flow straight into the proposal.

CLIENT
  company:
  contact_name:
  industry:
  headcount:
  revenue_band:
  hourly_value:            # $ — from need-payoff question
  trigger:                 # why now
  goal_90d:                # what winning looks like

PAINS (5–7 — one block each)
  - title:                 # short, their words
    axis:                  # effectiveness | efficiency | quality
    story:                 # the concrete story with numbers
    hours_per_week:        # est. time lost (their input)
    current_tool:          # what they use / do by hand now
    recommended_fix:       # tool/approach (verify price+features current!)
    effort:                # quick_win | moderate | project
    monthly_dollar_impact: # hours_per_week * 4.33 * hourly_value (or revenue est.)

DECISION
  fit:                     # yes | no | later
  next_step:               # booked walkthrough date, or reason for no

After the call, feed the Fathom transcript to the AI Analysis skill to draft these pains, then filter and verify every one before it reaches the client (kill bad-fit recs; confirm each tool’s price/features are current as of today — the version-drift safeguard, field-tested AI-Powered Analysis).