Fictional discovery-call notes: A client uses spreadsheets to manage booking requests and wants to discuss possible improvements. Scope, price, deadline and delivery commitment are still open.
Documents & presentations
Turn your ideas into clearer business materials.
Shape a proposal, report, presentation or important message from your own facts. Learn to structure the story, improve the draft and check the details.
Start with one task
You have a proposal, update or client conversation to prepare for.
- Turn rough notes into a proposal draft
- Organise a report or presentation for its audience
- Prepare a clearer client update or workshop outline
No technical background is needed. The scope and full price are agreed before you decide whether to book.
Practice the decisions
What you’ll learn
Work through the task yourself with live guidance and feedback.
- 01Organize source notes around the audience and purpose.
- 02Separate supported facts from assumptions and open questions.
- 03Check claims, scope, price, timing and next steps before sharing a draft.
Made for your next attempt
What you’ll keep
A useful result and a repeatable way to check it.
- An agreed audience, purpose and structure
- A draft or focused improvement within the quoted scope
- Feedback on clarity, completeness and claims
- A reusable outline and final-review checklist
Judge the result
How you’ll judge its value
Compare time to an acceptable draft, completeness, factual corrections and revision effort.
Compare only results that meet the same agreed quality standard. Include time spent checking and rewriting.
Estimate time your task could release
- 01
Note how long your usual method takes to reach acceptable quality.
- 02
Try the method on a fresh input. Count drafting, review and rewrites.
- 03
Multiply any time difference by how often you do the task.
Weigh that estimate against practice time, the session and any tool costs. It estimates capacity, not guaranteed cash savings or profit.
Worked example · Invented sample notesLearn by checking a draft
Discovery notes → proposal draft
See what the learner checks before they reuse a draft.
We will replace your booking process for £4,000 by Friday.Contains an unsupported price and deadline
The notes contain no price or deadline. Remove them and mark both for discussion before making a promise.
Keep this check
Check each fact, number, deadline and promise against the source notes. Turn missing details into questions.
Fictional teaching example, not customer work or a result.
Before you book
Agree the details.
- We agree the document type, length, inputs, audience and revision scope before quoting.
- Specialist claims need an appropriate subject expert; coaching does not establish their accuracy.
Explore a separate practice lesson
These lessons use supplied exercises and have their own scope. They illustrate a teaching approach; your coaching plan is agreed separately.
Your questions
A few useful answers.
Will we use my own business material?
We start with your goal and agree suitable, redacted inputs. Your quote explains the materials, output and boundaries. Please leave confidential or sensitive information out of the initial enquiry.
Will you build everything for me?
You use the tools with guidance and feedback. Any production delivery, deployment or ongoing support must be included explicitly in your quote.
How much time and money should I allow?
Start with one focused private session. We confirm the work, duration, preparation, full price, tool costs and support before you decide whether to book.
Your next useful thing
Request coaching details
Request one focused private session. Choose a task you want to improve, or select Help me choose. We will agree the scope, format, requirements and full price before you decide whether to book.
- Request details
- Review your quote
- Decide whether to book