📋
View All Resources →
Blueprint Prompt Library
All prompts for this process are available in the AI Resource Library
📝
Read Article →
Field Notes — Claude Code & Legacy .NET
How Rob connected Claude Code to a legacy C# WebForms app — plus 3 video scripts (90 sec · 4 min · 10 min)
⬡
Pre-Meeting Prep
Before walking in the door — research, questionnaire, deck
1
Research the client
Give Claude the client name and website. Claude searches web, LinkedIn, Google Places, and news to build a company profile. Anything that couldn't be found becomes your opening questions.
2
Generate the verbal questionnaire
Claude produces questions grouped by Operations, Technology, Team, Goals, and Constraints — covering only what research couldn't answer. Ask these verbally at the start of the first meeting.
3
Generate the mission/vision deck
Claude produces the 8-slide Blueprint deck personalized to this client. Walk in with it on screen — it shows you did your homework before the conversation starts.
Deliverable
Client-specific 8-slide credibility deck
01
Layer 01 — Mind Map
Meeting 1: record it · upload transcript · Claude produces the mind map
1
Hold the Mind Map meeting
Walk through every business function with the client. Score each one: Not Started / Exploring / Deployed / Optimized. Record via Zoom or Teams.
2
Upload transcript to Claude
Download the auto-transcript. Upload to the client's Claude project. Say: "This is the Layer 01 Mind Map meeting. Produce the mind map deliverable."
3
Review and refine
Claude produces a scored function map with gaps highlighted and the top 3 AI priorities named. Correct anything that doesn't match the room.
Deliverable
AI Maturity Mind Map — all functions scored, gaps visible, top 3 priorities named
4
Send to client for approval
Get written or verbal sign-off. Log the approval date in the client project.
🔒 Gate — do not proceed to Layer 02 without client approval
02
Layer 02 — Use Cases
Meeting 2: review mind map · define use cases · upload transcript
1
Hold the Use Cases meeting
Walk through the approved mind map. For each top priority, define: Actor · System · Outcome. Record the meeting.
2
Upload transcript to Claude
Say: "This is the Layer 02 Use Cases meeting. Produce the use case deliverable." Claude extracts 3–5 precise, buildable use cases.
3
Review and refine
Each use case must be precise enough that a developer can read it and know what to build. If anything is vague, ask Claude to tighten it.
Deliverable
3–5 documented use cases — Actor, System, Outcome, Success Criteria, Preconditions
4
Send to client for approval
Get sign-off. Log the approval date.
🔒 Gate — do not proceed to Layer 03 without client approval
03
Layer 03 — User Stories
No meeting needed — Claude generates directly from approved use cases
1
Generate user stories from approved use cases
Tell Claude: "Generate user stories from the approved use cases for this client." No meeting required — Claude works directly from the approved Layer 02 document.
2
Review format and priorities
Format: "As a [role] I want [action] so that [outcome]." Each story gets Priority (P1/P2/P3) and Wave (1/2/3). Verify Wave 1 items are achievable in weeks, not months.
Deliverable
Agile feature backlog — prioritized, wave-sequenced, readable by non-technical client staff
3
Send to client for approval
The client should be able to read every story without technical help. Get sign-off. Log the approval date.
🔒 Gate — do not proceed to Layer 04 without client approval
04
Layer 04 — Roadmap + PRD
Effort vs. impact · wave sequencing · final build-ready document
1
Generate the roadmap
Tell Claude: "Generate the roadmap from the approved user stories." Claude scores Effort vs. Impact and sequences into Wave 1 (weeks), Wave 2 (90 days), Wave 3 (6 months).
2
Review and present to client
Walk the client through the wave plan. Confirm Wave 1 is achievable and budgetable. Adjust anything they push back on.
Deliverable
Sequenced AI Roadmap — Wave 1/2/3 with effort vs. impact scoring
3
Get roadmap approval
Written sign-off before PRD work begins. Log the date.
🔒 Gate — do not start the PRD without roadmap approval
4
Generate the PRD
Tell Claude: "Generate the full PRD from all approved deliverables for this client." Claude assembles it from the mind map, use cases, user stories, and roadmap.
5
Deliver to client — engagement complete
Client receives the full Blueprint package. Log the completion date. Begin retainer conversation if applicable.
Final Package
Mind Map · Use Cases · User Stories · Roadmap · PRD — decision-ready and dev-ready