Made for Consultants
Design a Paid Discovery Engagement
120 min
Advanced
Boundaries
Grow Your Business
Design a standalone discovery engagement that clients can understand, approve, and buy without giving away the diagnosis during the sales process.
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Use this when
Use this when a client has an important question but neither side knows enough to define the larger project responsibly. It also works when unpaid sales conversations are drifting into free diagnosis.
You'll need
- Business question
- Client decision
- Client context
- Stakeholders and access
- Evidence sources
- Constraints and risks
- Final deliverable format
- Commercial guardrails
- Reusable method boundary
- Follow-on path
You'll get
- One answerable discovery question tied to a client decision
- Defined scope
- Defined exclusions
- Defined interviews
- Defined evidence
- Defined analysis
By the end of this playbook
You will have:
- One answerable discovery question tied to a client decision
- Defined scope
- Defined exclusions
- Defined interviews
- Defined evidence
- Defined analysis
Sample
This is sample data, not your prompt. Pro unlocks this higher-stakes Playbook. On Free Playbooks you can still copy the assembled prompt into any AI.
Sample input
A software company has falling onboarding completion and competing internal explanations. The COO needs evidence before choosing what to fund next quarter. Discovery can include internal data, staff interviews, customer interviews, and current market research. The work must finish in five weeks, protect personal data, and end with a decision brief and executive readout. My interview framework, coding system, prioritization model, prompts, and blank templates remain reusable methods.
Sample assembled prompt
Discovery question: Which product, process, communication,... Scope: Review funnel data and existing... Implementation design and additional recruitment are... Deliverables: Evidence summary, validated findings, prioritized... One consolidated review round is included. Commercial structure: Fixed fee based on... Extra interviews, delayed access, new business... Ownership: The client receives final findings... Reusable interview guides, prompts, coding systems,... Handoff: The final readout separates evidence...