| name | discovery-prep |
| description | Generates a Discovery meeting plan from an account brief — SPIN questions, MEDDIC checklist, hypothesized pain points with verification questions, objection prep, time-boxed agenda. Run after /account-brief, before the meeting. |
| argument-hint | [output file path, default docs/discovery_plan.md] |
| disable-model-invocation | false |
| allowed-tools | Read, Glob, Grep, Write, Edit, Task |
Kit Preamble — discovery-prep
Kit Script Root
Kit root: ${CLAUDE_PLUGIN_ROOT}
- Absolute path above → plugin install (substituted at load time; no project
scripts/ dir): prefix every kit script command with it, e.g.
bash <kit-root>/scripts/checkpoint.sh …. Absolute paths also work from worktrees.
- Literal
${…} placeholder above → standalone layout: run commands as written.
Project Context Detection
Run these checks silently at the start. Use results to adapt behavior:
[ -f issues.md ] — if true, this project uses the sprint system. Respect issue numbering and STATUS.md.
[ -f docs/sprint_state.md ] — if true and Status shows running, a sprint is active. Be aware of parallel work in worktrees.
[ -f docs/prd_digest.md ] — if true, read it for quick project context before starting.
Kit Rules
- Verify
gh auth status before any GitHub operation.
Steps:
- Determine the output path ($ARGUMENTS or
docs/discovery_plan.md).
- Check if
docs/account_brief.md exists. Required. If absent, stop and tell the user to run /account-brief first.
- Check if the output file already exists.
3.5) Resolve shared file paths via walk-up (supports multi-account repo structure):
LESSONS_PATH="$(bash scripts/find_shared.sh sales_lessons.md 2>/dev/null || true)"
- If non-empty, pass the absolute path to the agent as the sales_lessons input.
- If empty (not found within repo), proceed without lessons context.
If the file does NOT exist (New Plan):
4a) Invoke the discovery-coach agent via the Task tool, passing the account brief path and the resolved LESSONS_PATH (or None if unresolved).
5a) The agent will:
- Read docs/account_brief.md and templates/discovery_plan.md
- Optionally read any prior meeting_notes_*.md for accumulated context
- Optionally read the resolved sales_lessons.md path (passed in from step 3.5) for cross-account patterns to apply
- Generate meeting goals (Must / Nice / no-go)
- Convert hypothesized pain points into verification questions
- Generate SPIN questions — HARD CAP 6 total (Situation 1–2, Problem 2, Implication 1–2, Need-Payoff 1)
- Build MEDDIC checklist (blank, for salesperson to fill in meeting)
- Anticipate objections + draft responses
- Propose time-boxed meeting flow
- Save the plan to the output path
6a) Present the plan to the user. Highlight: must-have meeting goal, top 3 questions, top 3 objections to prep.
If the file DOES exist (Update Plan):
4b) Read the existing plan and present a brief summary.
5b) Ask what changed: new account intel? prior meeting revealed something? new objections to prep?
6b) Invoke discovery-coach in update mode — it will update only affected sections.
7b) Highlight what changed.
Common (both modes):
- Remind the user:
- Skim the plan 30 minutes before the meeting
- After the meeting, write meeting notes using
templates/meeting_notes.md as the format
- Then run
/meeting-capture <notes_path> to generate the PRD draft
Error Handling
- If
docs/account_brief.md is missing: stop and tell the user to run /account-brief first.
- If the brief is thin (private company, sparse data): warn the user and produce a more cautious plan with extra Situation questions.
- If the output path is not writable: report and ask for alternative.
Quality Criteria
NEVER:
- Generate generic SPIN templates that ignore the account brief
- Exceed 6 total questions — hard cap
- Use leading questions ("Wouldn't it be great if...")
- Pack the agenda so tightly there's no room for the customer to talk
- Recommend premature pricing or contract discussion in a Discovery meeting
- Skip Implication questions — they are SPIN's hardest and most important stage
INSTEAD:
- Pull specific phrases from
account_brief.md into question wording
- Pair every hypothesized pain with a question that could disconfirm it
- Limit to 6 total questions — quality over quantity
- Apply relevant
sales_lessons.md patterns when available (within the 6-question cap)
- For each objection, name a concrete reference artifact (case study, white paper, ROI calculator)
Guidelines
- After saving, suggest next step: write meeting notes after the meeting, then run
/meeting-capture.
- If the salesperson is new to SPIN/MEDDIC, offer a one-paragraph primer in the response (not in the saved file).