For AI builders

Client discovery kit for AI builders

Updated 20 Oct 2026 · by Rosh Perera

For anyone who builds AI agents or automations for small-business clients. The slow part is rarely the build. It's getting a clear picture of the business. This kit covers the first conversation: a brief your client writes in a minute, how to tell which kind of client you have, a rule for picking the first job, and a call sheet to print.

1. The brief prompt: send it before the first call

Clients ramble on calls, forget half their tools and say “everything” when you ask what eats their week. Most already use ChatGPT every day, and it already knows a lot about their business. Send them this and ask them to paste back the answer. You get a clean brief, in their own words, before you've said a thing.

Paste into ChatGPT, Grok or Claude

Based on everything you know about me from our conversations (ask me up to 5 quick questions if you don't know enough), write a short summary of my business for an AI automation planner. Use these headings, one or two lines each: ROLE, BUSINESS TYPE, WHAT I DO, TOOLS I USE, BIGGEST TIME DRAINS (top 3), GOALS (next 90 days), BUDGET FOR AI TOOLS. No passwords or sensitive data. Under 150 words.

The free planner has a “paste from your AI” tab that turns an answer like this into the AI agents that fit the business and the top 5 jobs to start with.

2. The 4 levels of a client who “wants AI”

Level 1
Asks AI to write a poem
They've only played with it. Don't pitch a system. Show them one useful draft from their own inbox and let that land.
Level 2
Spends an hour explaining their business to ChatGPT
Keen but stuck on context. Hand them the brief prompt above so ChatGPT writes the summary for them.
Level 3
Has watched every tutorial and is overwhelmed
Too many options. Scope it to one job that happens every week, drafts only, for two weeks. That's the whole first project.
Level 4
Has a first agent running
Now they trust you. This is when the second job, and the bigger build, gets easy.

Most “this client is difficult” moments are a level 2 or 3 client being pitched a level 4 project.

3. The first-job rule: all 4 must be true

“What can you do?” is the worst first prompt for a client's new agent: it lists dozens of things and the owner closes the tab. Decide the first job before they ever open it.

It happens every week
It costs time or money when it slips
The output is easy to check in under a minute
A mistake is cheap (so: drafts only, the owner sends)

Bakery: drafts replies to custom order enquiries
Plumber: texts back missed calls (as drafts)
Cleaner: nudges quotes that went quiet

Once the owner stops editing the drafts, add job number two.

4. The discovery-call sheet

One page for the call: the 5 questions that decide where to start, the client's level, the first-job check and the safety rule. Only the sheet prints, on A4 or Letter.

Discovery-call sheet

whatshouldmybotdo.com/for/builders

Client

Business

Date

Brief prompt sent and answer received? ☐ yes ☐ no

Level (circle one)

1 plays with it · 2 stuck on context · 3 overwhelmed · 4 first agent running

The 5 questions

1. What kind of business is it, and who are the customers?
2. What eats most of the week? (be specific: calls, quotes, invoices, emails, posts)
3. Which apps do they already use every day?
4. Which AI do they already pay for or use? (ChatGPT, Grok, Claude, nothing yet)
5. What would they NEVER let a bot do without them?

First job (from question 2). Tick all 4 or pick another

☐ It happens every week
☐ It costs time or money when it slips
☐ The output is easy to check in under a minute
☐ A mistake is cheap (so: drafts only, the owner sends)

Safety rule (from question 5): the AI drafts, who approves, and when?

Next step

Check-in date (2 weeks)

5. Your client link

Send clients (or leads) your own link to the free planner. They answer 5 questions and get the AI agents that fit plus their top 5 jobs, each with a copy-ready, drafts-first prompt. Their plan, and any link they share from it, shows a small “Planned with <your handle>” credit line. It's a good warm-up before your call. No payouts or affiliate money: it's free for everyone.

Your handle or business name

Lowercase letters, numbers, - and _ only, up to 30 characters.

Type a handle to get your link

Planned a client's agent with it? There's also a “Planned with” badge for your site.

Want this planner on your own site? Embed the free planner.

Pitching Grok Bot to a client? Grok Bot template stats (public counts, 20 Oct 2026) shows which jobs the official templates cover.

FAQ

Is the kit free?

Yes. The brief prompt, the call sheet, the planner and the client link are all free, with no signup.

Does the brief prompt work outside ChatGPT?

Yes. It works in any assistant that remembers past chats (ChatGPT, Grok, Claude). If it doesn't know enough, the prompt tells it to ask up to 5 questions first.

Do I get paid when clients use my link?

No. There are no payouts, commissions or affiliate money. The link only adds a small “Planned with <your handle>” line to your client's plan and tells us the visit came from a builder.

Why drafts first?

A mistake should cost a rejected draft, not a customer. Keep the owner approving every message until they stop editing the drafts, then loosen it one job at a time.

Can I print the sheet for every call?

Yes. Use the print button: only the sheet prints, on one A4 or Letter page.

Try the planner yourself →