client-discovery

Automate client intake and AI readiness assessments using a guided discovery workflow that collects business context, tech-stack details, pain points, and AI goals. It processes 13 intake questions to generate a structured client profile and readiness scoring.

Streamline a discovery interview by applying a guided workflow that captures current-state technology and business context. This process automatically produces a maturity assessment and actionable insights in Markdown format for immediate use in client directories.

Yes, you can use the guided intake workflow to generate a current-state analysis for prospective clients. It systematically evaluates business context and technology maturity to produce comprehensive Markdown artifacts suitable for direct engagement use.

The client discovery process outputs readiness scoring in Markdown artifacts. These generated files include the intake record, current-state analysis, and maturity assessment, making them immediately usable for aligning stakeholders in consulting engagements.

The intake interview for assessing AI readiness consists of 13 structured questions. These questions gather essential data across business context, current technology, pain points, and AI goals to accurately calculate maturity and readiness scores.

To start a client discovery session, you need a new prospective client ready to discuss their business context and technology. The workflow guides the intake interview to collect initial answers and automatically output a complete client profile with readiness scoring.