Setup & Installation
Or with the ClawHub CLI, for registry-managed skill folders outside a full OpenClaw workspace:
What This Skill Does
Guides freelancers and consultants through structured discovery conversations with prospects. Covers five phases: context gathering, problem diagnosis, desired outcome definition, qualification, and bridging to a proposal. Also includes a framework for evaluating Upwork job posts before bidding.
Structured discovery surfaces budget, timeline, and fit signals before any proposal work begins, reducing wasted effort on uncommitted prospects.
When to use it
- Preparing a question list before a first prospect call
- Evaluating whether an Upwork job posting is worth bidding on
- Deciding whether to walk away from a misaligned lead
- Reviewing call notes to draft a problem statement
- Building a proposal foundation from discovery findings
Example Workflow
Here's how your AI assistant might use this skill in practice.
User asks: I have a discovery call with a SaaS founder tomorrow — help me prepare
- 1Asks about the prospect's business type, niche, and what triggered the outreach
- 2Generates a phase-by-phase question list tailored to SaaS context
- 3Flags disqualification signals to watch for during the call
- 4Provides a post-call problem statement template to complete afterward
A structured question guide organized by the 5 discovery phases with SaaS-specific framing and a ready-to-use problem statement template saved to workspace/artifacts/