Client Discovery Workshop Kit
Design a client discovery workshop: agenda, prompts, and expected outputs. Use at project kickoff to align scope and success criteria.
Align scope before work starts
Get everyone on the same page about goals, constraints, and success criteria so the project starts clean.
Run a tighter kickoff meeting
Follow a time-boxed agenda with ready-to-use prompts so the session stays focused and decisions don’t drift.
Leave with clear next steps
Walk away with concrete artifacts and ownership so the team knows what happens after the workshop.
Who is it for?
Consultants, agency leads, and project managers running client kickoffs.
Discovery workshop agenda and kit
A structured workshop plan built around your client context, goal, and duration, including an agenda with timeboxes and a facilitation script. You’ll also receive a list of required outputs and a follow-up plan with owners.
Agenda with timeboxes, activities, and decision points
Facilitation prompts and breakout questions to capture requirements and risks
Templates for decisions, parking lot items, risks, and assumptions
Deliverables list (requirements, success metrics, artifacts) plus next steps and ownership
Frequently asked questions
Find quick answers to common questions about this blueprint
How is this different from just prompting the AI myself?
Can I use this blueprint for different projects?
Do I need any technical skills?
What if the results aren't what I expected?
Can I customize the output?
How long does it take to run this blueprint?
Ready to run a better kickoff?
Takes about 2 minutes. No setup required.
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