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The Complete AI Discovery Checklist

31 actionable items to ensure you never miss an opportunity during client discovery sessions. From preparation to follow-up.

Your progress

0/31

Pre-Discovery Preparation

0/6

Research client's industry and competitors

Review any existing documentation

Identify key stakeholders to interview

Prepare tailored interview questions

Set clear meeting objectives

Test recording/transcription tools

Discovery Interview Questions

0/8

What are your biggest operational bottlenecks?

Which tasks consume the most manual effort?

Where do errors most commonly occur?

What tools and systems are you currently using?

How do different teams communicate and handoff work?

What would you automate if you had unlimited resources?

What metrics do you track for process performance?

Who are the process owners and decision makers?

What to Look For

0/5

Manual data entry between systems

Repetitive approval processes

Excel/spreadsheet-based tracking

Email-dependent workflows

Workarounds and shadow IT

Post-Discovery Actions

0/7

Transcribe and analyze interview notes

Score opportunities by impact and effort

Calculate potential ROI for top opportunities

Create visual opportunity matrix

Draft implementation roadmap

Prepare executive summary

Schedule follow-up meeting

Red Flags to Watch

0/5

No clear process owner identified

Resistance to change from key stakeholders

Unrealistic timeline expectations

Legacy systems with no API access

No budget allocated for implementation

Related Resources

Automate Your Discovery Process

Auditic takes care of checklist items #19-25 automatically. Upload your transcript and get scored opportunities, ROI calculations, and roadmaps in minutes.