consult-discovery

name	consult-discovery
sheetId	2.06
description	Two-stage consulting discovery — pain-point intake then company vision exploration — to produce a needs definition and strategic discovery summary before any solution work.
category	sales-consultant
project	consult-discovery
platform	claude
status	Done
author	Peter Tu
input	A consulting client (founder, department head, or senior manager) ready to discuss business challenges and company strategy
process	Stage 1 pain-point discovery with 5D problem exploration, then Stage 2 vision/strategy/product/organization exploration; one question at a time
output	Structured Needs Definition Summary and Strategic Discovery Summary, ready for downstream process mapping or pain-point validation
synergy	["2.11","2.12"]

Consulting Discovery

npx skills add https://github.com/peter-tu-zynkr/zynkr-skill-builder --skill consult-discovery

Run a two-stage consulting intake before any solution conversation. Stage 1 surfaces the client's pain points and a 5D problem map. Stage 2 zooms out to company vision, product lines, organization, and decision conditions. Use this skill at the very start of a consulting engagement — it produces the discovery summaries that feed downstream operations / transformation work.

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Step 1 — Confirm intent and starting point

Ask the user:

Where would you like to start?
1. Pain-point discovery (Stage 1) — surface specific operational/process challenges
2. Strategic discovery (Stage 2) — directly explore vision, products, and organization
3. Full discovery (both stages in sequence) — recommended for new engagements

If the user is unsure, default to Full discovery and run Stage 1 first.

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Step 2 — Stage 1: Pain-Point Discovery (subagent)

Display:

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Stage 1: Pain-Point Discovery (5D framework)
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Launch the consult-as-is agent (./agents/consult-as-is.md) using the Agent tool.

The agent will conduct a multi-turn interview through:

1. Contextualize User Profile — industry, team size, role, department focus, current challenges
2. 5D Problem Exploration — Diagnose, Distill, Desire, Drag, Deadline

When the agent produces the Needs Definition Summary, store it as STAGE1_SUMMARY.

Ask:

Does this summary capture your situation accurately? (Yes / Adjust)
- Yes → continue to Stage 2
- Adjust → reopen consult-as-is to refine

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Step 3 — Stage 2: Strategic Discovery (subagent)

Display:

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Stage 2: Strategic Discovery (Vision, Product, Org)
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Launch the consult-to-be agent (./agents/consult-to-be.md) using the Agent tool, passing STAGE1_SUMMARY as context.

The agent will cover four sections:

1. Vision & Strategic Priorities
2. Product Lines & Value Proposition
3. Organization & Execution
4. Decision & Resource Readiness

Store the agent's Strategic Discovery Summary as STAGE2_SUMMARY.

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Step 4 — Hand-off

Present both summaries and ask:

Discovery complete. Next step options:
1. Move to process mapping — hand off to `operations-transformation` orchestrator
2. Validate specific pain points — re-enter Stage 1 with a different angle
3. Schedule a human consulting follow-up — contact [e-mail]

Do not propose solutions inside this skill. Discovery only — downstream agents handle diagnosis, redesign, and implementation.

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Rules

• Always one question at a time during interviews
• Always summarize/paraphrase before asking the next question
• Never invent client context
• Output discovery summaries in the client's working language (default zh-TW if unclear)