Planned release · Editable Word + Excel files

Turn the discovery call into a clear next decision.

Prepare a focused conversation, capture the buyer's evidence, qualify the opportunity consistently and send the right follow-up without rebuilding the process every time.

$49Not available yet
60 questions75-row trackerNo macros
Anonymous signal. No email or account.
Agency Discovery Call Kit with Word guide and Excel qualification scorecard

One workflow before, during and after the call.

The editable guide and formula-driven tracker keep preparation, questions, notes, qualification and follow-up connected, so proposals start from confirmed facts rather than assumptions.

01 · Prepare

Choose the useful questions.

Complete a short research brief and select 12 to 18 questions from ten sections for a focused 45-minute conversation.

02 · Qualify

Score confirmed evidence.

Use one six-dimension 0-3 rubric, a separate risk adjustment and clear decision bands across every opportunity.

03 · Follow up

Send the owned next step.

Adapt one of eight complete emails, assign an owner and date, and move confirmed scope into the proposal-readiness handoff.

Built for consistent judgment, not pressure tactics.

The kit separates facts, assumptions, missing information and material risk. A low or incomplete score can justify clarification without pretending the opportunity will close.

Structured

Use a repeatable call flow.

Cover context, current process, impact, decision conditions, delivery fit and the next step in a practical sequence.

Reviewable

Keep the evidence visible.

Capture buyer language, confirmed information, open questions, risks, owners and dates before scoring.

Actionable

Track the whole pipeline.

Use 75 rows, dropdowns, timing flags and a live-only dashboard that keeps fictional demo records out of real totals.

This kit supports conversation structure and internal qualification. It does not guarantee signed work, revenue, profit, payment, successful delivery or client outcomes. Adapt it to your services, contracts, professional obligations, privacy requirements and local law.

Questions before launch

Does the guide tell me to ask all 60 questions?

No. The workflow recommends choosing only the 12 to 18 questions needed for the buyer and situation, then following useful answers instead of forcing the full list.

What is included in the scorecard?

The Excel file includes 75 opportunity rows, six 0-3 score dimensions, a risk adjustment, automatic decision bands, timing flags, demo rows, a live-only dashboard and the full scoring guide.

Can I edit the files for my own agency?

Yes. The guide is an editable Word document and the tracker is an editable Excel workbook using standard formulas, dropdowns and conditional formatting without macros.

Why is checkout unavailable?

This page measures anonymous launch interest before the product receives a live checkout. No email or account is collected.

Planned release

Make the next discovery call easier to prepare, score and follow up.

Vote anonymously if this is the product Miando should launch next.

$49Not available yet