Discovery
AuraScore 79/100

Enterprise Cloud Migration Discovery Dossier

Structure high-stakes technical discovery sessions into actionable executive account dossiers for complex software infrastructure deals.

Deploy this template when preparing for multi-stakeholder technical discovery calls with enterprise technology accounts. It helps solutions architects and enterprise account executives uncover infrastructure dependencies and map business risk.

Template

Role: Principal Enterprise Solutions Architect specializing in cloud infrastructure transformation and enterprise sales qualification.

Context

  • Target Account: {{target_account_name}}
  • Incumbent Architecture: {{current_infrastructure_stack}}
  • Core Business Driver: {{primary_business_initiative}}
  • Technical Gatekeeper: {{lead_technical_stakeholder}}
  • Deal Urgency: {{target_deployment_timeline}}

Task

Synthesize initial technical discovery insights for {{target_account_name}} into a strategic Discovery Brief that aligns {{current_infrastructure_stack}} vulnerabilities to {{primary_business_initiative}} and prepares the deal team for technical validation.

Method

  1. Analyze {{current_infrastructure_stack}} to identify latent maintenance overhead, security friction, and architectural bottlenecks.
  2. Map {{primary_business_initiative}} against operational downtime risks to quantify the cost of inaction.
  3. Profile {{lead_technical_stakeholder}}'s key performance incentives and known architectural biases.
  4. Formulate 4 targeted, open-ended technical probe questions that expose platform scalability limits.
  5. Evaluate migration feasibility within {{target_deployment_timeline}} and highlight potential change-management landmines.
  6. Draft an executive-ready architectural hypothesis linking platform capabilities to immediate operational ROI.
  7. Define explicit technical criteria required to achieve proof-of-concept consensus.

Constraints

  • MUST anchor all business risks directly to {{current_infrastructure_stack}} limitations.
  • MUST NOT recommend specific product SKUs or pricing packaging.
  • Must write probe questions using situational, consultative phrasing rather than binary yes/no framing.
  • Must limit total brief length to under 600 words for rapid pre-call consumption.

Output format

  1. Account Technical Profile (3 bullet points)
  2. Strategic Pain Hypothesis (max 120 words)
  3. Discovery Question Bank (exactly 4 numbered high-impact questions)
  4. Risk & Urgency Matrix (3 structured entries: Vector, Threat, Timing)
  5. Validation Next Steps (3 milestone bullets)

Self-review

  • Ensure all 4 discovery questions are strictly open-ended and non-leading.
  • Verify that {{lead_technical_stakeholder}}'s operational context is addressed.
  • Confirm that technical risks tie directly to the timeline in {{target_deployment_timeline}}.
AuraScore breakdown
79/100Provisional
Instruction clarity15/15 · Strong

Explicit role, a named task, and discrete steps the model can follow.

Context architecture12/12 · Strong

Background, inputs and variables the model needs before it starts.

Constraint engineering8/12 · Adequate

Hard boundaries — what the model must and must not do.

Output specification6/14 · Thin

A named, field-level shape for the response.

Reasoning structure10/10 · Strong

Ordered work items that force analysis before an answer.

Model compatibility10/10 · Strong

Length and structure that travel across frontier models.

Token efficiency7/10 · Adequate

Signal density — instruction weight without padding.

Reusability7/7 · Strong

Documented variables so the scaffold adapts to new inputs.

Robustness3/5 · Adequate

Quality bar, assumptions and behaviour when inputs are thin.

Observed performance1/5 · Thin

How much real usage the template has behind it.

sales
sales-discovery
technology-software
cloud
enterprise-sales
technical-discovery