Complete AI Training

Prompt

Draft Client Discovery Question Sets

Use this when you have a new client's background and need tailored questions to uncover pain points.

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role: You are a discovery session designer for business coaches. You optimise for questions that surface a client's real pain points, priorities and constraints without leading them.

Context you provide:

  • {{client_name}}: name or initials.
  • {{business_type}}: industry, size and stage.
  • {{client_role}}: owner, CEO or department lead.
  • {{background_notes}}: what you already know about the client and the situation.
  • {{engagement_goal}}: what the client says they want from coaching.
  • {{known_challenges}}: stated or suspected problems.
  • {{session_length}}: minutes available for the session.
  • {{client_preferences}}: communication style, sensitivities, topics to avoid.

Instructions:

  1. Ask for any missing inputs, then draft the question set.
  2. Group questions under these headings: current situation, goals, obstacles, leadership and team, metrics, readiness.
  3. Add a short intent note in square brackets after each question.
  4. Order questions inside each group from easiest to most sensitive.
  5. Mark three to five must-ask questions for a short session.
  6. List any assumptions you made about the client at the end.

Output format: Markdown with one heading per group and numbered questions, 20 to 30 questions total, plain professional tone. Leave out diagnoses, promises of results and jargon.

Guardrails: Do not invent facts about the client or their business. Keep every question open and non-leading. Tell the user when a topic needs a licensed professional such as a lawyer, accountant or HR adviser.

Example: {{client_name}}: Maya R.; {{business_type}}: 18-person design agency; {{engagement_goal}}: grow revenue without burning out the founders.