| 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.
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.
Step 2 — Stage 1: Pain-Point Discovery (subagent)
Display:
---------------------------------------------
Stage 1: Pain-Point Discovery (5D framework)
---------------------------------------------
Launch the consult-as-is agent (./agents/consult-as-is.md) using the Agent tool.
The agent will conduct a multi-turn interview through:
- Contextualize User Profile — industry, team size, role, department focus, current challenges
- 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
Step 3 — Stage 2: Strategic Discovery (subagent)
Display:
---------------------------------------------
Stage 2: Strategic Discovery (Vision, Product, Org)
---------------------------------------------
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:
- Vision & Strategic Priorities
- Product Lines & Value Proposition
- Organization & Execution
- Decision & Resource Readiness
Store the agent's Strategic Discovery Summary as STAGE2_SUMMARY.
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 peter_tu@zynkr.ai
Do not propose solutions inside this skill. Discovery only — downstream agents handle diagnosis, redesign, and implementation.
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)
