Purpose
Create a Discovery Call Recap from the Fathom recording and transcript for leadership, sales, and onboarding.
When to Use
After every discovery call with a prospective client, as soon as practical.
Tools
Fathom recording/transcript, Microsoft Word, approved Discovery Call Recap template, Claude AI or another approved AI writing tool, CVA service and pricing information.
Review the Call
Confirm prospect name, business, date, length, website, attendees, goals, pain points, services, pricing, and next steps.
Create the Draft
Use Claude AI with the approved template. Only include information from the transcript.
Outline
1. Meeting Details
2. Meeting Purpose
3. Client Background
4. Key Goals
5. Services Discussed
6. Pricing Discussed
7. Pain Points
8. Wins and Opportunities
9. Recommended Starting Priorities
10. Action Steps
11. Follow-Up Email Draft
12. Fathom Source Note
Review and Save
Confirm accuracy; remove unsupported content; check owners and spelling. Save as [Business Name] – Discovery Call Recap – [Date].docx and upload to the approved prospect/client folder.