An AI-powered framework to transform sales calls into diagnostic consultations that qualify leads and increase project scope.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install client-discovery
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install client-discovery using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is Client Discovery?
The Client Discovery skill provides a structured methodology for conducting high-impact discovery conversations. Based on frameworks from industry experts like Melisa Liberman and Consulting Success, it helps users move away from pitching and toward diagnosing client problems. By leveraging Openclaw Skills, developers and consultants can ensure they are only pursuing high-value leads while uncovering the root causes of client pain points that justify higher project rates.
This skill focuses on the 80/20 rule of listening, ensuring that the prospect feels heard rather than sold to. It transforms the discovery process from a simple Q&A into a strategic diagnostic session that positions the consultant as the obvious choice for solving complex business challenges.
Client Discovery Use Cases
- Preparing for discovery calls with new prospects to ensure all qualifying questions are covered.
- Qualifying Upwork job postings by analyzing descriptions for green and red flags.
- Reviewing raw call notes to extract hidden next steps and identify key stakeholders.
- Drafting punchy problem statements that serve as the foundation for winning proposals.
- Evaluating client fit during the pre-contract phase to avoid scope creep and bureaucratic nightmares.
How Client Discovery Works
- Contextualize the prospect's business model and identify the immediate triggers that prompted them to seek help.
- Perform a deep-dive problem diagnosis to push past surface-level symptoms to reach the root causes of business pain.
- Define the desired outcome and success metrics using the prospect's specific language and emotional anchors.
- Execute a qualification check to verify budget alignment, timeline realisticity, and the internal decision-making chain.
- Bridge the conversation to a proposal by summarizing the alignment and setting a firm date for the next follow-up action.
Client Discovery Setup
To integrate this workflow into your environment, ensure your agent has access to the Openclaw Skills library. All generated outputs are directed to the local artifacts folder for review.
# Install the client discovery skill module
openclaw install client-discovery
# Configure your output directory
mkdir -p workspace/artifacts/
Once installed, you can trigger the skill by providing call transcripts, job descriptions, or raw notes for the agent to analyze.
Client Discovery Data Schema & Taxonomy
The skill organizes its diagnostic data within the workspace/artifacts/ directory using a standardized taxonomy to ensure consistency across different prospects.
| Component | Description | Format |
|---|---|---|
| Problem Statement | A 2-3 sentence summary of the client's struggle, the cost of inaction, and the budget. | Markdown |
| Discovery Notes | A comprehensive breakdown of the 5-phase discovery framework responses. | Markdown |
| Qualification Analysis | A list of green flags and red flags identified during the discovery process. | Markdown |
| Next Steps | Actionable follow-up items with specific dates and responsibilities. | List |
Client Discovery Advanced Features
- Multi-agent collaboration: Pass discovery outputs directly to pricing-psychology skills for optimized quote generation.
- Automated Upwork Evaluation: Scans job posts to calculate a fit score based on client history and budget realism.
- Text-based Discovery Compression: Tailors the 5-phase framework for short-form communication like LinkedIn DMs or Slack.
- Scope Expansion Detection: Identifies opportunities where asking deeper questions can lead to higher-value retainer agreements.
- Automated Problem Statement Generation: Uses Openclaw Skills to turn raw notes into proposal-ready executive summaries.
SKILL.md
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