presales-with-docslisted
Install: claude install-skill thattimc/skills
# Presales with Docs
Guide a client conversation from desired outcome to a reviewable, non-binding ballpark.
The presales operator owns the meeting and every commercial approval.
## Start
1. Read [references/live-discovery.md](references/live-discovery.md). Ingest supplied
requirements before asking anything. Ask the operator whether the conversation is
client-visible or private, then create `<client-slug>-presales/discovery-record.md`
from the reference template. State that this is discovery for an indicative ROM.
**Complete when:** visibility is known and the record contains every fact already
available from supplied material.
2. Ask: **“What outcome would make this project successful for you?”** Ask exactly one
client-facing question, then wait. Honor operator controls: `park`, `skip`, `revisit`,
`summarize`, `private checkpoint`, and `end discovery`.
**Complete when:** the client has answered or the item is explicitly parked.
## Discovery loop
3. Update `discovery-record.md` after every answer: confirmed facts, client decisions,
assumptions, exclusions, unresolved items, and conflicts remain distinct. Choose the
next question by this order: conflict, readiness blocker, largest estimate swing,
then output detail. Ask one question and wait. Offer a recommended answer only when
the operator or client needs options; label it as a recommendation.
**Complete when:** every readiness-gate field is confirmed, assumed with a stated
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