Discovery Call Companion — Apex / Sporos

Sporos · Discovery

No prospect set

AI idle

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📋 No intake filled — click to add Apex form

Prospect intake

Paste the Apex application form (free-text) or fill fields. Claude generates 5-8 prospect-specific questions based on what they told you.

Paste raw Apex form data

Prospect name

Phone

Age

Marital

Spouse name

Stated concern (from form)

Portfolio range (form)

Additional notes from form (motivation, current advisor, urgency, referral, etc.)

✨ Generated prospect-specific questions

Settings

Stored in browser localStorage only. Nothing leaves your machine except Anthropic API calls.

Anthropic API key

Your name (advisor)

Firm name

Prospects folder path

History sync secret (paste the same string on every device to sync past calls)

Uses ~$0.10-0.20 per call at Haiku 4.5 with caching. Leave blank to run rule-based only. History secret enables cross-device sync via Vercel KV.

≡ Past calls Sync: idle

Every exported call is saved. Set a history sync secret in ⚙ Settings to sync across iPad + laptop. Up to 500 calls stored.

Call notes

🎭 Practice — Mock Discovery Calls

Copy a persona prompt, paste into ChatGPT voice mode (GPT-4o or later recommended), and run a full mock discovery call out loud. ChatGPT plays the prospect, then breaks character at the end for detailed feedback against the Apex framework.

How to use:

Pick a persona below, click Copy prompt
Open ChatGPT, start a new chat, paste the prompt + send
Tap the voice icon (or use Advanced Voice Mode) and start talking — open with the Frame script
Run the full 30-min call. Don't break character, don't peek at the persona details
When you close (BAMFAM or goodbye), ChatGPT will drop character and give you a 5-axis score + one suggestion per axis

Moral Authority Frame

Use after ARP fails — prospect still pushing for specifics before you've done discovery.

Yeah, I'm excited to share exactly what I can do for you. It's the best part about the work I do and it's where I have the most fun. I'm just held to a fiduciary standard which means: morally, ethically, and legally I can't dive into any specifics until I have a good understanding of your situation. Once I have that I'm an open book — I can give you my recommendations. So let's start with what you've been doing to take care of your income up until this point, so I have a clear picture of what's going on.

Export call notes

Saved locally + copied to clipboard for CRM paste.