Client Discovery & Diagnosis Toolkit
Investigate the problem behind a client request before recommending work. Use this toolkit after initial lead qualification.
What you receive
An Excel (.xlsx) workbook with 9 sheets: Start Here, Discovery Record, Evidence Register, Diagnosis, Risk & Decisions, Readiness, Decision Summary, Source Rules, and a fictional worked Example.
Example from the workbook
A client asks for a new website. The example records an unclear inquiry journey, incomplete analytics access, and an unmapped approver. Its next decision is “Further Discovery Required”, rather than an immediate redesign proposal.
How to use it
1. Choose Light, Standard, or Complex mode in Start Here.
2. Record client statements, evidence, competing explanations, risks, and decision authority.
3. Review the readiness checks and write the justified next action in Decision Summary.
Who it helps and where it stops
For freelancers, consultants, agencies, and small service teams preparing a recommendation. Internal scores support judgment; they do not prove a root cause or guarantee a suitable project. Keep internal scoring and confidential deliberations out of client exports.
Get the free workbook
Enter your first name and email in the form below. The resource is delivered by email. Use a spreadsheet application to work through the file; a larger screen is more practical for the full workbook.
