Discovery Call Guide
Editable DOCX · page count not renderer-verified
Starting point · Before the engagement
FractionalOps — Client Fit & Fee Kit
$29.99
4 editable Office files
DOCX + XLSX
A focused pre-engagement system to qualify a prospect, frame a fee with clearer inputs, and follow through before you write a proposal.
- Editable Word, Excel & PowerPoint
- Unlimited client engagements
- Rebrand with your firm
- 14-day delivery & file-integrity guarantee
The 14-day guarantee applies only when purchased files are not delivered, accessible, or usable and FractionalOps cannot remedy the issue. Once working access and downloads are received, purchases are final. Refund policy.
Inspect the source previewsOperating areas
discovery
client fit
fee math
follow-up
Scope and working structure
What is included
Four editable Office files for the decision before an engagement exists
- Discovery Call Guide — a structured 45-minute prospect conversation with strong-answer and warning-answer signals.
- Client Fit & Red-Flag Scorecard — weighted criteria and formulas that return Take, Take at Premium, or Pass.
- Engagement Sizing & Fee Calculator — clearly labelled SAMPLE inputs with live retainer, effective-rate, capacity, and floor-rate math.
- Post-Call Follow-Up Sequence — four editable messages from same-day recap through clean close-out.
This kit ends when a prospect asks for a proposal. It contains no proposal, scope document, SOW, engagement letter, agreement, or contract. The calculator output is buyer-supplied math on buyer-supplied inputs, not pricing advice.
Designed for Microsoft Office (Word/Excel). Opens in Google Docs/Sheets via import; minor formatting differences may appear.
Ready to make the next opportunity easier to evaluate?
Purchase once, then adapt the four files for your own prospect conversations under the existing license terms.
Source previews
Four files for the conversation before the engagement exists.
Inspect the native first-page and first-sheet structure. The calculator uses clearly labelled SAMPLE inputs; every output is the buyer’s math on the buyer’s inputs, not pricing advice.
Client Fit & Red-Flag Scorecard
Editable XLSX · 2 sheets · 7 formula cells
Engagement Sizing & Fee Calculator
Editable XLSX · 3 sheets · 16 formula cells
Post-Call Follow-Up Sequence
Editable DOCX · 4 editable messages
Where this fits
Use this kit before a proposal. Use Tier 1 once the engagement begins.
The Client Fit & Fee Kit stops at the decision and follow-up. It intentionally contains no proposal, scope, SOW, engagement letter, agreement, or contract. The Engagement Scope & Commercial Proposal Outline is in The First 10 Days; FractionalOps Operating Library is the recommended option for the first 10 days and the ongoing client rhythm.
Before checkout