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Agency Discovery & Qualification System: MONSTRO asset cover showing its file formats
Sales Assets
  • White-label
  • AI included

Agency Discovery & Qualification System

Run every discovery call the same way and score leads before you write a proposal.

$49One-time payment. No subscription.
  • DOCX
  • XLSX
  • PDF
  • AI PROMPT
License: Agency UseUse the asset internally and inside your own client projects.What this license covers
  • Instant download
  • Editable source files
  • No subscription

[ The real price ]

Every asset buys back the hours it takes to build.

The file is the easy part to see. The value sits in the structure, the formulas and the thinking already done for you.

10-15 h

to build it from scratch (our estimate)

30-60 min

to brand and adapt it with MONSTRO

Formats
DOCX, XLSX, PDF, AI PROMPT
License
Agency Use
Difficulty
Beginner
Customization time
30-60 minutes
Build time from scratch
10-15 hours (our estimate)
AI customization prompt
Included
Branding instructions
Included
Implementation guide
Included
Delivery
Instant download after checkout

[ What you get ]

What You Get

Every file below unlocks in your library the moment your order completes.

  • DOCXDiscovery_Call_Guide.docxSix-stage call structure, 40 questions and a notes layout
  • XLSXLead_Qualification_Scorecard.xlsxEight weighted criteria that rank leads before a proposal
  • TXTDiscovery_AI_Prompt.txtTurns call notes into a summary and a follow-up email
  • PDFCustomization_Guide.pdfHow to brand the guide and adjust the scoring
  • PDFAgency_Implementation_Guide.pdfHow to roll the system out to your sales team

Proposals written for the wrong clients are the most expensive work an agency does. The Agency Discovery & Qualification System gives your team a repeatable discovery call and a scorecard that tells you, in numbers, whether a lead deserves a proposal.

Three parts that work together

The Discovery Call Guide structures a 45-minute call in six stages with 40 questions, including budget, authority, timeline and fit. The Lead Qualification Scorecard weights eight criteria and turns your notes into a score with a recommendation: propose, nurture or pass. The AI prompt turns raw call notes into a clean summary and a follow-up email.

From checklist to system

Free members can start with the Agency Client Discovery Checklist. When you want scoring and follow-ups on top, this system takes over. Pair it with the Agency Lead Qualification Calculator on your website, or browse more sales assets.

[ Use it ]

What You Can Do With It

  • Run a structured 45-minute discovery call
  • Score every lead on eight weighted criteria
  • Decide to propose, nurture or pass with a clear threshold
  • Turn call notes into a summary and follow-up email with AI
  • Train new salespeople on one proven call structure

With clients

Use the call guide in live discovery calls and send the AI-drafted summary as your follow-up.

Inside your agency

Review the scorecard in weekly pipeline meetings to decide where proposal time goes.

[ Brand it with AI ]

Brand It With AI

Your purchase includes a structured AI prompt that helps you adapt this asset to your agency: your voice, your terminology, your client. Here is the workflow.

  1. 01Open the original fileDownload the editable source from your library and open it in Word, PowerPoint, Excel, Google Workspace or your code editor.
  2. 02Replace the basicsSwap in your agency name, logo, colors and contact details. The branding guide lists every spot to change.
  3. 03Copy the MONSTRO AI promptThe prompt ships with the asset as a plain text file, ready to paste.
  4. 04Add your agency informationFill in the bracketed fields: services, tone of voice, terminology, typical client and methodology.
  5. 05Let AI help customize the contentPaste the prompt into ChatGPT, Claude or Gemini and work through the asset one section at a time.
  6. 06Review everything manuallyCheck every fact, number, claim and promise. AI drafts. You approve.
  7. 07Deliver it to your clientExport the final version or deploy the code under your own brand, inside your own service.
Prompt preview
You are the new business lead at [AGENCY NAME].
From the call notes below, write:
1) a 120-word call summary,
2) the three biggest risks to a successful project,
3) a follow-up email proposing the next step.
Use only facts from the notes.

Notes:
[PASTE NOTES]

Human review required. AI output can be wrong, generic or off-brand. Review every section before it reaches a client, and keep confidential client data out of AI tools your client has not approved.

[ License ]

Know your rights before you buy.

Each MONSTRO asset carries one license level. It decides editing, branding, client delivery and commercial use. Redistribution and resale of the original files are always excluded.

License: Agency UseUse the asset internally and inside your own client projects.

You can

  • Allowed: Edit, restructure and rebrand the files
  • Allowed: Use the asset inside your agency, with your whole team
  • Allowed: Use it across unlimited client projects
  • Allowed: Adapt the content with AI tools
  • Allowed: Share results with the client, such as a finished report or exported PDF

You can't

  • Not allowed: Hand over the editable source file as a client deliverable
  • Not allowed: Resell, share or give away the original files
  • Not allowed: List the files as templates on marketplaces
  • Not allowed: Include the files in courses, bundles or download libraries
  • Not allowed: Claim ownership of the original MONSTRO asset

This is a plain-English summary. The License Terms are the binding version.

[ Buying with MONSTRO ]

Checkout in a minute. Files in your library right after.

  • Instant digital deliveryFiles unlock in your library right after checkout.
  • Secure checkoutThe whole store runs over encrypted HTTPS.
  • Original editable filesSource files you can open, change and rebrand.
  • Commercial agency usageUse it in client work according to the product license.
  • No physical shippingEverything is a download. Nothing to wait for.
  • No subscription requiredPay once per asset. Keep your files.

[ Keep building ]

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