A structured pre-engagement diagnosis of the client's operation, goals, constraints and history — separating stated symptoms from the root cause you fix.
Quick answer
A structured pre-engagement diagnosis of a client's operation, goals, constraints and history that separates the symptoms they state from the root cause you actually fix.
Clients arrive with symptoms; engagements succeed on causes. This diagnostic walks a prospective or new client through the full picture — current operation, target outcomes, constraints, past attempts and their own theory of the problem — then scores each area and generates an AI report that contrasts stated symptoms against structural causes. Proposals written on top of it argue with evidence the client supplied themselves.
A fillable sample form and report preview — live once the app is published.
Everything you need to run this template.
Operation, goals, history, constraints and impact rated as separate signals.
The report sets their stated symptom beside what the answers suggest.
A quantified 'do nothing' number anchors the proposal.
The printable report becomes the meeting both sides agree on.
From copy to deliverable in four steps.
Copy the diagnostic and name your engagement areas.
They rate their own operation before you interpret anything.
The AI PDF contrasts symptoms, constraints and probable causes.
Your recommendation answers the diagnosis the client authored.
Pick your role — see how it fits your workflow.
Diagnose before prescribing — with the client's own data.
Win briefs by returning a sharper problem statement than they sent.
Turn 'we need a tool' into a costed root-cause conversation.
What makes this template work as a professional deliverable.
A preview of real questions — the live version scores them and builds a report per respondent.
