What do I need to use Client Discovery?

The prospect; Your offering; What you need to decide.

Is Client Discovery free to use?

Yes — run it free in the browser playground (no API key needed for the sponsored trial, or bring any provider key), or install it into Claude Code, Cursor, ChatGPT and more via npx pm-claude-skills. MIT-licensed and open source.

Client Discovery

Q: How do I know the Client Discovery output is good?

The skill verifies itself against its own 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.

🔵 Stable🕐 updated 2026-10-06 🔷 SkillSpec L3 pm-consulting

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.

▶ Run it free — no key needed 📝 Grade your existing draft 📱 Use as an app View SKILL.md ↗ What changed

🗣 Say this to your agent

“Prepare for a client discovery call.”“Qualify a consulting lead.”“Scope an engagement.”“Run a kickoff.”

What to give it

▸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.

✅ The bar it holds itself to

Every skill in this library self-verifies — these are this skill's own quality checks, straight from its definition.

✓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

⚠️ What it refuses to do

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

Install

npx pm-claude-skills add --agent claude   # or codex · cursor · gemini · hermes
# or one-line MCP (every skill, any client):
claude mcp add pm-skills -- npx -y -p pm-claude-skills pm-claude-skills-mcp

Related skills

🔌 Embed this skill

Drop this on your blog, docs, or site — it renders a "Run this skill" card:

<div data-pm-skill="client-discovery"></div>
<script src="https://mohitagw15856.github.io/pm-claude-skills/embed.js" async></script>

💬 Discussion

Client Discovery is one of 1307 open-source professional AI agent skills — all SkillSpec L3. Try them all in the browser · ⭐ Star on GitHub · Browse the full catalog