git:20260907.d0c72e5 to git:20260918.2429d96

---

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:

- "sales-research"

- "consult-project-specialist"

type: agent

skills: ["consult-as-is", "consult-to-be"]

---

# Consulting Discovery

```bash

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:

1. **Contextualize User Profile** — industry, team size, role, department focus, current challenges

2. **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:

1. Vision & Strategic Priorities

2. Product Lines & Value Proposition

3. Organization & Execution

4. 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)