Structure the conversation

Use the intake structure as a checklist for discovery. It ensures you capture business model, market, constraints, and challenge consistently across every client and every interviewer.

Capture as you go

Enter what you learn into a diagnostic as discovery progresses. The evolving diagnosis shows where your understanding is thin and which questions to ask next.

Converge on the problem

• Separate the symptoms clients report from the underlying cause.
• Test competing problem definitions against the evidence.
• Use the diagnosis to confirm alignment before scoping work.

Hand off cleanly

A completed diagnostic becomes a shared artefact that aligns the client and your team on the problem before any solution work begins.