client-discovery

Qualify leads and generate discovery forms, BANT+ scores, and ROI estimates.

Updated Aug 27, 2026

Search Tags:#sales #BANT #ROI #questionnaire #qualification #client-discovery

Ready to run

npx skills add https://github.com/dvorkinguy/claude-skills-agents --skill client-discovery

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: client-discovery
Source: https://github.com/dvorkinguy/claude-skills-agents/tree/main/skills/client-discovery
Command: npx skills add https://github.com/dvorkinguy/claude-skills-agents --skill client-discovery

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) and assets (resource) components.

What problem does it solve?

This Skill accelerates sales qualification by providing discovery forms, ROI formulas, and questionnaires to identify high-value automation opportunities.

Core Features & Use Cases

Discovery forms and intake templates
ROI quick calculator and BANT+ scoring
Pain-point and vertical discovery templates

Quick Start

Start with the discovery form template to capture client details, then use the ROI formulas to estimate value and craft a tailored proposal.

Frequently Asked Questions about client-discovery

High-intent search queries and answers about installing and using this skill.

FAQPage Schema

How do I qualify leads using BANT scoring?▼

BANT+ scoring evaluates leads across Budget, Authority, Need, and Timing to identify high-value prospects. This Skill provides structured BANT+ templates and scoring logic to systematically rank leads during discovery calls and pre-engagement research, helping you prioritize which clients to pursue.

What's the best way to calculate ROI for automation proposals?▼

ROI calculation combines client pain points, current costs, and automation benefits using built-in formulas. This Skill includes ROI quick calculators and templates to estimate value propositions, helping you quantify savings and justify automation investments during sales conversations.

How do I uncover client pain points during discovery?▼

Structured discovery forms and questionnaires surface client challenges, operational gaps, and inefficiencies. This Skill provides pain-point templates and intake forms to systematically capture information during new client engagements and discovery calls, enabling tailored ROI estimates.

Can I use discovery forms to segment clients by vertical or industry?▼

Yes. This Skill includes vertical discovery templates that segment clients by industry and use case. Discovery forms capture vertical-specific pain points, allowing you to apply industry-relevant ROI formulas and craft customized proposals for different market segments.

What information do I need before running ROI estimates?▼

Gather client context, current operational costs, automation scope, and pain-point severity using the discovery form template. This Skill guides pre-call research and intake capture, ensuring you have the baseline data needed to run accurate ROI quick calculations and qualification scores.