A conversation, not a form
The flow is written for a live call: open questions, the follow-ups a good consultant asks, and room for your own notes beside every answer.
Guided discovery for agencies
Run the discovery call that closes the deal.
GoalBuildr walks your team through a nine-step conversation live on the call, saves every answer as it is said, and turns it into an executive summary the prospect wants to sign.
How it works
Prepare, run the call, deliver
The whole loop fits inside one meeting.
- Step 01
Prepare
Add the client, pick a discovery flow, and brand the experience with your agency's logo and colours. Two minutes before the call.
- Step 02
Run the call
Walk the prospect through nine guided steps live on screen. Every answer saves as you go, so nothing is lost when the conversation moves.
- Step 03
Deliver
The answers become an executive summary in your branding, ready to send, share, or attach to the proposal the same day.
Why GoalBuildr
Discovery that ends with a document, not a to-do
Most discovery calls end in scattered notes and a follow-up email that never quite lands. GoalBuildr ends with something you can send.
The summary writes itself
Goals, context, constraints, and next steps land in a clean PDF and a shareable web report, in the client's words and your agency's look.
Share and schedule
Send a read-only link, book the follow-up from the report, and keep every client's projects in one place your whole team can see.
For agencies
Built for the team that sells, not just the founder
Seats for every consultant, one library of clients and projects, and reporting the whole team can share. Your branding on everything the client sees.
Request access- Team seats with owner, admin, and member roles
- Your logo, colours, and fonts on the call and the report
- Follow-up scheduling from the report
- API, webhooks, and MCP for your own tooling
Pricing
Simple pricing, one trial
Every plan starts with a 14-day trial. Switch or cancel from your billing page whenever you like.
Basic
$19.99 first seat / month
then $9.99 per seat, per month
- Unlimited projects
- Executive summary PDF
- Share links
- API and MCP access
Elite
$149.99 / month
Unlimited seats
- Unlimited seats
- Everything in Basic
- Priority support with a named contact
- Early access to new features
Enterprise
Let's talk
For agencies running their whole pipeline through GoalBuildr
- Everything in Elite
- Client invoicing and deposits
- White-label share pages
- Dedicated onboarding
FAQ
Questions agencies ask first
Request access
Stop taking notes. Start closing.
Tell us a little about your agency and we will set your workspace up with you. Access is by invitation while we onboard the first agencies.