Consulting Discovery Analysis
Workspace: use the selected project and its AGENTS.md; keep existing entity folders and
Reality headings. Business paths below are relative to that project. Bundled resources are relative
to this installed skill; sibling capabilities resolve by their installed names. Never search another
private checkout for missing inputs. Use workspace identity, audience, pricing, and DESIGN.md fonts.
When to run
After a discovery call or when a new lead transcript needs triage.
Steps
- Read the transcript.
- Produce:
- What is truly at stake (specific business/$ impact)
- Top 3 pain points in order of urgency
- Success metrics mentioned or implied
- Objections / concerns raised
- Questions that should have been asked but weren't
- Qualified buyer? Why / why not (budget authority, stakes, timeline)
- Save the analysis to the deal/client's
01-discovery/folder asdiscovery-analysis-YYYY-MM-DD.md. - If qualified, chain into
recoup-internal-consulting-proposal-drafting.