2
Discovery Masterclass
How to run intelligence ingest, org structure read, and tech stack audit without getting lost.
18 minCore5 sections
The 5-tab workflow
The Discovery module has 5 tabs. Use them in this order:
01
Intelligence — paste or auto-import transcripts, then hit the AI brief. Goal: 10 minutes from raw transcript to structured insight.
02
Org Structure — click every node. Make sure the sentiment colors match what transcripts told you.
03
Tech Stack — run the BuiltWith scan. Then cross-reference with what people told you in interviews. Gaps = hidden shadow IT.
04
Data Flows — the map of how information actually moves. This is where you find data debt.
05
Meeting Brief — generate before every C-suite conversation. 90 seconds of prep.
The Experience Bridge
Map this concept back to what you already know
In your past role
Whenever you've designed a research instrument, a product spec, or a discovery doc, you built the structure before filling in the specifics. Structure first, content second.
At Red Iron Group
Same here. Don't start with individual interviews. Build the pillar structure first, then let each interview fill gaps in the structure. The platform enforces this: each tab is a box you fill in order.
Why the skill transfers
You already know structure-first. Apply it here.
Tip
Pro move: run Meeting Brief before every 1:1
Before every meeting with a portco contact, hit the Meeting Brief generator. It synthesizes transcript history, active projects, and sentiment in 90 seconds. Walk in already 3 steps ahead.
Try it now in the platform
Go to the Meeting Brief tab. Pick Maria. Generate. See the output. This is what you run before every 1:1 with a portco CEO.
Try Meeting Brief for Maria Rodriguez
Scenario
Scenario practice
Setup
You're about to run your first Discovery on a new portco (not Charter Impact). You have 4 hours before the kickoff call with the CEO.
What order do you actually work through the platform?
Academy — ValueDriverOS Training System