Win a client for a small agency
A few people share the pipeline, the delivery, and the follow-up. Prep the conversation, pull the decision out of the notes, and send the follow-up.
Written up as a kit: From Discovery Call to Signed Proposal in 30 Minutes (Free AI Kit)
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1 Prep the questions
Install this skill.
The questions that surface budget, timeline, and who signs.
Directory · Call Prep
Runs in Claude
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2 Draft the outreach
Install this skill.
One note the owner of the account can send the same day.
Directory · Draft Outreach
Runs in Claude
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3 Name the decision
Paste this prompt.
Budget, exclusions, and the next step, in the client's words.
Directory · Summarize Meeting
Runs in Claude ChatGPT Cursor Other
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4 Keep what matters
Paste this prompt.
The few lines the rest of the team needs.
Directory · Extract Wisdom
Runs in Claude ChatGPT Cursor Other
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5 Send the note
Paste this prompt.
One owner sends the follow-up the same day.
Directory · Create Formal Email
Runs in Claude ChatGPT Cursor Other
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6 The pipeline pack
Install the pack. It includes a Claude skill, custom GPT instructions, and a plain prompt.
The pack is the sequence and the campaign after the call.
Paid pack · Sales & Marketing Pack · $49
Runs in Claude ChatGPT Cursor Other
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A step stays when it runs in an AI you checked. Share links keep the role, the job, and those checkboxes in the URL.
YourAIKit products are workflow tools. They are not legal, tax, or financial advice.
StackFinds use case for this role: Small agency