Client discovery and AI readiness assessment.
/client-discovery <client-name> [-- brief]
/client-discovery acme-corp
What you’ll see: a structured intake interview (13 questions in three groups), followed by a current-state analysis, AI maturity scorecard, competitive research, and a set of discovery files written to the client’s directory.
Prerequisites: WebSearch access must be enabled in your Claude Code settings — step 4 (competitive landscape research) runs ~8 WebSearch queries and will fail if WebSearch is not permitted. Run the command from the project directory where consulting-toolkit/ exists (typically the claude-agents root).
/client-discovery acme-corp # full interactive intake
/client-discovery acme-corp -- 50-person fintech, Postgres + AWS, wants churn prediction
# brief pre-answers questions; only gaps are asked
-- brief, questions it already answers are skipped and the extracted answers confirmed with you. Declined questions are recorded as “Not disclosed”.The whole process takes roughly 15-20 minutes with a cooperative client.
All files land in consulting-toolkit/clients/<client-name>/:
profile.md — company overview, business model summary, maturity score and readiness leveldiscovery/intake.md — all 13 questions with verbatim answersdiscovery/current-state.md — business narrative, tech-stack diagram, data readiness scores, capability matrixdiscovery/maturity-assessment.md — dimension scores with justification, composite score, scorecard, recommended focus areasdiscovery/stakeholder-map.md — decision makers, influencers, champions, end users, blockers (templated with placeholders if not provided during intake)| Problem | Fix |
|---|---|
| Client can’t answer a question | Say so — it records “Not disclosed” and moves on; scores are justified from what was provided |
| Client directory already exists | The skill asks before touching it — choose overwrite or a versioned copy |
| Stakeholder map is mostly placeholders | Expected when stakeholder info wasn’t shared at intake — fill it in during follow-up conversations |
| Downstream skills say discovery data is missing | Confirm the discovery files above were written for the exact client name you’re passing them |
| Step 4 fails with a permission error | Ensure WebSearch is enabled/permitted in your Claude Code settings |