Agent skill

Client Discovery

by mohitagw15856 in mohitagw15856/pm-claude-skills

Run a consulting client discovery session — uncover the real problem, scope, and decision process.

MITAuto-check passedSales & Support

Install Client Discovery

skills CLI
$ npx skills add mohitagw15856/pm-claude-skills --skill client-discovery -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install mohitagw15856/pm-claude-skills client-discovery --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/mohitagw15856/pm-claude-skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/client-discovery .claude/skills/client-discovery && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
client-discovery
GitHub stars
1.4k
Token cost
~905 tokens
SKILL.md length
472 words
Files
1
Skills in repo
1,348
Repo updated
First seen
Licence
MIT

At a glance

Run a consulting client discovery session — uncover the real problem, scope, and decision process.

  • Asked to prepare for a client discovery call
  • SKILL.md covers Required Inputs, Output Format, Quality Checks and Anti-Patterns, plus 2 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md
  • Qualify a consulting lead

What it does

Client Discovery is an agent skill from mohitagw15856/pm-claude-skills. Run a consulting client discovery session — uncover the real problem, scope, and decision process. Use when asked to prepare for a client discovery call, qualify a consulting lead, scope an engagement, or run a kickoff. Produces a discovery plan — the questions that surface the real problem (not the stated one), budget/authority/timeline qualifiers, success criteria, red flags, and a follow-up that leads to a proposal.

Its SKILL.md is about 910 tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.

It sits in Sales & Support, covering Sales call preparation. The repository describes itself as: 1255 professional Agent Skills for Claude, ChatGPT, Gemini, Cursor & Codex — PRDs, postmortems, leases, medical bills, layoffs, go-bags, new countries. Plain markdown, MIT, in… The licence is MIT.

When your agent uses it

  • Asked to prepare for a client discovery call
  • Qualify a consulting lead
  • Scope an engagement

Example prompts

  • “/client-discovery”

What it can do on your machine

Read from SKILL.md and the folder at commit 1cbf1f0. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md.

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Client Discovery loads about 905 tokens when it runs. Until then it costs about 110 tokens; SKILL.md has 472 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~110
When it runs · the whole SKILL.md, loaded when a task matches
~905

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from mohitagw15856/pm-claude-skills at commit 1cbf1f0, republished under its MIT licence (© mohitagw15856). 472 words, ~905 tokens.

Download SKILL.mdSave it as .claude/skills/client-discovery/SKILL.md (or your agent's skills folder).
name
client-discovery
description
Run a consulting client discovery session — uncover the real problem, scope, and decision process. Use when asked to prepare for a client discovery call, qualify a consulting lead, scope an engagement, or run a kickoff. Produces a discovery plan — the questions that surface the real problem (not the stated one), budget/authority/timeline qualifiers, success criteria, red flags, and a follow-up that leads to a proposal.

Client Discovery Skill

The brief a client gives you is rarely the real problem — and the difference is where good consulting (and accurate scoping) lives. This skill preps a discovery session that gets beneath the stated ask to the actual problem, qualifies whether it's a fit (budget, authority, timeline), and pins the success criteria — so you scope and price accurately and write a proposal that lands.

Required Inputs

Ask for these only if they aren't already provided:

  • The prospect — who they are, the stated ask, and how they found you.
  • Your offering — what you do, so questions probe fit.
  • What you need to decide — go/no-go, scope, and price.

Output Format

Discovery Plan: [prospect]

1. The goal of the call — qualify + uncover the real problem + earn the right to propose. Not to pitch.

2. Get to the real problem — questions that move past the symptom to the cause and the stakes:

  • "What made this a priority now?" · "What have you already tried?" · "What happens if you do nothing?" · "How will you know this is solved?" · "Who else is affected / involved?"
  • Use 5-whys-style follow-ups to reach the root, not the presenting issue.

3. Qualify (fit) — surface, tactfully:

  • Budget — is there one, and roughly what range? ("Have you set aside budget / a range in mind?")
  • Authority — who decides and signs? Are they on the call?
  • Timeline — when do they need it, and why that date?
  • Decision process — what happens after this call; who else weighs in.

4. Success criteria — the concrete outcome that = success, in their terms. (This becomes the proposal's objectives.)

5. Red flags — watch for: no budget/authority, "just exploring," scope that balloons mid-call, shopping many vendors on price, unrealistic timeline. Note how to handle each.

6. Close & next step — how to summarise what you heard (confirm understanding) and set up the proposal ("I'll send a proposal with options by [date]").

Show full SKILL.md (163 more words)Show less

Quality Checks

  • Questions dig past the stated ask to the root problem and the cost of inaction
  • Budget, authority, timeline, and decision process are all surfaced (tactfully)
  • Success criteria are captured in the client's own terms
  • Red flags are anticipated with a handling plan
  • Ends by confirming understanding and setting up the proposal

Anti-Patterns

  • Do not pitch during discovery — listen and diagnose; the proposal is where you prescribe
  • Do not accept the stated problem at face value — the real one (and real scope) is usually underneath
  • Do not skip qualifying budget/authority — a beautiful proposal to someone who can't buy is wasted
  • Do not ignore red flags to win work — a bad-fit client costs more than the fee
  • Do not end without a confirmed next step and date — momentum dies in the gap

Based On

Consulting discovery / sales-qualification practice — root-cause questioning, BANT-style qualification, outcome-defined scoping.

Example Trigger Phrases

  • "Prepare for a client discovery call."
  • "Qualify a consulting lead."
  • "Scope an engagement."
  • "Run a kickoff."

© mohitagw15856, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

Just SKILL.md in skills/client-discovery of mohitagw15856/pm-claude-skills.

Open the folder on GitHubat commit 1cbf1f0

Compare with similar skills

Client Discovery next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Client Discovery compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Client Discovery this skillmohitagw15856/pm-claude-skills1.4k—~905Automated safety check: PassMIT
Luopan Company Researchzhangxiaoqiang1991/luopan389—~998Automated safety check: PassMIT
Company Researchstophobia/deerflow2.0-enhanced821—~845Automated safety check: PassMIT
Meeting Prep BriefBrianRWagner/ai-marketing-claude-code-skills440—~922Automated safety check: PassNone
SdtStopDisTrain/sdt-skills309—~535Automated safety check: PassMIT
Account Researchextruct-ai/gtm-skills109—~1.6kAutomated safety check: PassNone

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Categories

Questions about Client Discovery

What does Client Discovery do?

Run a consulting client discovery session — uncover the real problem, scope, and decision process. Client Discovery is an agent skill from mohitagw15856/pm-claude-skills. Run a consulting client discovery session — uncover the real problem, scope, and decision process.

When should I use Client Discovery?

Client Discovery fits situations like: asked to prepare for a client discovery call; qualify a consulting lead; scope an engagement.

How do I install Client Discovery in Claude Code?

Run `npx skills add mohitagw15856/pm-claude-skills --skill client-discovery -a claude-code`. Or copy the skill folder (skills/client-discovery in mohitagw15856/pm-claude-skills) into .claude/skills/client-discovery in your project. Claude Code loads it when a task matches its description.

How do I install Client Discovery in Codex?

Run `npx skills add mohitagw15856/pm-claude-skills --skill client-discovery -a codex`. Or copy the skill folder (skills/client-discovery in mohitagw15856/pm-claude-skills) into .agents/skills/client-discovery in your project. Codex loads it when a task matches its description.

Can I use Client Discovery in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add mohitagw15856/pm-claude-skills --skill client-discovery -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/client-discovery, .gemini/skills/client-discovery, .github/skills/client-discovery and .opencode/skills/client-discovery in your project.

What does Client Discovery need to run?

SKILL.md names no scripts, command-line tools or credentials: Client Discovery is instructions for the agent only.

Does Client Discovery access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Client Discovery safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Client Discovery use?

Client Discovery is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Client Discovery use?

About 905 tokens (SKILL.md is roughly 3.6k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Client Discovery?

Skills that share tags, products or a category with Client Discovery: Luopan Company Research (zhangxiaoqiang1991/luopan, 389 stars), Company Research (stophobia/deerflow2.0-enhanced, 821 stars), Meeting Prep Brief (BrianRWagner/ai-marketing-claude-code-skills, 440 stars) and Sdt (StopDisTrain/sdt-skills, 309 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Client Discovery?

mohitagw15856 (a GitHub user) maintains it in mohitagw15856/pm-claude-skills, which has 1,433 GitHub stars. The repository holds 1,348 skills in this directory. The repository was last updated on October 8, 2026.

Source: mohitagw15856/pm-claude-skills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.