What problem does it solve? Raw discovery material — call transcripts, meeting summaries, email threads — is messy and easy to misinterpret, leading to proposals built on assumptions instead of what the client actually said. This Skill turns that material into a structured intake sheet that strictly separates client statements (data), analyst deductions (hypotheses), and missing information (ready-to-ask questions). ## Core Features & Use Cases - Structured extraction: Captures prioritized pains in the client's literal words, current stack and process, buying signals, observed objections, decision-makers, declared numbers, and closed agreements. - Pendency tracking with ready questions: Every gap in client knowledge becomes an exact question to ask, tied to the decision it unblocks and who should ask it. - Obsidian-ready template: Outputs a markdown intake file with frontmatter saved to the smart-memory folder, mapped so the planner, strategist, finance, and copywriter each consume their section. - Use Case: After a discovery call with a prospect, paste the transcript and receive a complete intake sheet with literal pain quotes, a decision-maker map, unverified declared numbers, and the exact follow-up questions to send before drafting a proposal. ## Quick Start Use the sales-discovery-intake skill to turn this discovery call transcript into a structured client intake sheet with pains, buying signals, and pending questions.
