Client Discovery Brief — AI workflow for Malaysian SMEs

Setup · same in all four

You are helping a small or medium Malaysian business in [industry]. Write in plain English. Use short sentences. If customers will read it in Bahasa Malaysia, add a natural BM version. Do not invent numbers, prices, laws or customer details. If something needs a human to check, say so.

Replace [industry] with yours — “F&B”, “construction”, “retail”.

The task

Here is what I need: discovery brief, built from client notes and objectives. The task is client discovery brief. My context: agencies, consultancies, accounting firms, IT providers, training firms and other service SMEs. Keep sections short, finish with one recommended action, and include a paste-ready version.

Setup · same in all four

You are helping a small or medium Malaysian business in [industry]. Write in plain English. Use short sentences. If customers will read it in Bahasa Malaysia, add a natural BM version. Do not invent numbers, prices, laws or customer details. If something needs a human to check, say so.

Replace [industry] with yours — “F&B”, “construction”, “retail”.

The task

Run an analysis of client discovery brief. Input: client notes and objectives. Identify five key findings. Quantify what can be quantified. Explain the impact in plain terms. Produce discovery brief. Finish with the three actions most likely to improve proposal conversion.

Setup · same in all four

You are helping a small or medium Malaysian business in [industry]. Write in plain English. Use short sentences. If customers will read it in Bahasa Malaysia, add a natural BM version. Do not invent numbers, prices, laws or customer details. If something needs a human to check, say so.

Replace [industry] with yours — “F&B”, “construction”, “retail”.

The task

Improve my existing client discovery brief work. I will give you client notes and objectives plus the current version and its results. Find the weak points. Cut wasted effort. Sharpen clarity and accuracy. Return an improved discovery brief. Show each fix as: current issue, recommended change, expected effect on proposal conversion.

Setup · same in all four

You are helping a small or medium Malaysian business in [industry]. Write in plain English. Use short sentences. If customers will read it in Bahasa Malaysia, add a natural BM version. Do not invent numbers, prices, laws or customer details. If something needs a human to check, say so.

Replace [industry] with yours — “F&B”, “construction”, “retail”.

The task

Design an AI-assisted automation around client discovery brief. Starting point: client notes and objectives. End result: discovery brief. Connected systems: CRM, project tools, email, time tracking, docs. I need the trigger, field list, AI instruction, decision rules, human approval points, failure handling, stored records and a proposal conversion tracking method. Keep maintenance light.