Client Discovery Playbook
Pick the AI and automation offers you sell, then generate discovery questions, pain signals, and one-line positioning for your next client call. This supports the conversation—it does not replace listening or scoping.
Select offer areas
Choose one or more. Nothing is selected until you pick offers—use Select all if you want the full list. Refine anytime and generate again.
Core ops
Front desk
Revenue and scale
Select at least one offer area.
Frequently Asked Questions
Freelancers and marketing or automation agencies who sell AI assistants, workflow automation, and related services. Use it before discovery calls to ask better questions and spot pain faster.
For each service area you select: discovery questions, phrases to listen for, optional follow-ups when a prospect pushes back, and a one-line way to position the offer. For areas where a sudden spike in demand exposes bottlenecks (for example support, booking, or inbox), you also get a critical “what breaks first?” question. Copy the full playbook as text or print it.
No. The output supports a conversation—it does not replace listening or scoping. Strong consulting starts with understanding the business; these prompts help you uncover problems, not skip discovery.
LeadRadar helps you find businesses on Google Maps with marketing or operations gaps. This playbook helps you turn those conversations into clear offers. Many users pair lead lists from LeadRadar with a tight discovery plan.
No. Everything runs in your browser with no login.
This version is seller-facing—meant for your prep. A client-facing diagnostic would be a separate product.