Client Discovery & Consulting Report by Jonathan MartinezClient Discovery & Consulting Report by Jonathan Martinez
Client Discovery & Consulting ReportJonathan Martinez
Cover image for Client Discovery & Consulting Report
A structured discovery engagement to understand who you are, how your business works, what you're trying to accomplish, and what's getting in the way.
Before I recommend any service, I need to understand the full picture. This is that process.
How it works:
Meeting 1 (free) — I run a deep-context discovery session using Orient UI, a conversational interaction system that maps your business context, operational patterns, goals, constraints, and gaps. No intake forms. No generic questionnaires. A real conversation, structured to surface what matters. This meeting costs you nothing.
Meeting 2 (paid) — I present a highly detailed consulting report synthesized in Claude. The report doubles as a proposal: it covers what I found, what I recommend, and what working together would look like. You get time to ask questions, push back, and request revisions before committing to anything.
What the report covers:
Business context and positioning — who you are, what you do, who you serve
Current operational landscape — how work flows through your business today
Friction points and gaps — where context gets lost, where coordination breaks down, where effort is wasted
Goals and priorities — what you're trying to achieve and what's blocking progress
Service recommendations — specific, prioritized recommendations for what services would move the needle, mapped to your actual situation
The report gives both of us a shared foundation — you get clarity on what to focus on, and I know exactly how to help. If revisions are needed after the presentation, we work through them together.
Best for consultants, service businesses, agencies, founders, and independent operators who want a clear-eyed assessment before committing to a direction.
Example work
Starting at$500
Duration5 days
Tags
Claude
Business Consultant
Operations Lead
Process Design
Orient UI
Service provided by
Jonathan Martinez proBrooklyn, USA
$1k+
Earned
3
Paid projects
5.00
Rating
27
Followers
Client Discovery & Consulting ReportJonathan Martinez
Starting at$500
Duration5 days
Tags
Claude
Business Consultant
Operations Lead
Process Design
Orient UI
Cover image for Client Discovery & Consulting Report
A structured discovery engagement to understand who you are, how your business works, what you're trying to accomplish, and what's getting in the way.
Before I recommend any service, I need to understand the full picture. This is that process.
How it works:
Meeting 1 (free) — I run a deep-context discovery session using Orient UI, a conversational interaction system that maps your business context, operational patterns, goals, constraints, and gaps. No intake forms. No generic questionnaires. A real conversation, structured to surface what matters. This meeting costs you nothing.
Meeting 2 (paid) — I present a highly detailed consulting report synthesized in Claude. The report doubles as a proposal: it covers what I found, what I recommend, and what working together would look like. You get time to ask questions, push back, and request revisions before committing to anything.
What the report covers:
Business context and positioning — who you are, what you do, who you serve
Current operational landscape — how work flows through your business today
Friction points and gaps — where context gets lost, where coordination breaks down, where effort is wasted
Goals and priorities — what you're trying to achieve and what's blocking progress
Service recommendations — specific, prioritized recommendations for what services would move the needle, mapped to your actual situation
The report gives both of us a shared foundation — you get clarity on what to focus on, and I know exactly how to help. If revisions are needed after the presentation, we work through them together.
Best for consultants, service businesses, agencies, founders, and independent operators who want a clear-eyed assessment before committing to a direction.
Example work
$500