Enzo Best Practices Guide
Master the art of AI-powered client discovery with Enzo. Learn proven strategies to maximize insights and efficiency.
Getting Started with Enzo
Enzo is your AI discovery partner, designed to conduct comprehensive client assessments in 15 minutes instead of 2+ hours. But like any powerful tool, you'll get better results when you understand how to work with it effectively.
🎯 The Goal
Use Enzo to gather comprehensive client insights while you focus on strategy and relationship building. Think of Enzo as your discovery specialist, not a replacement for your expertise.
Pre-Session Preparation
✅ Do This
- • Brief the client on what to expect
- • Share the session link 24 hours in advance
- • Set clear expectations about duration (15-20 min)
- • Mention this is an AI assistant, not a replacement for you
- • Encourage honest, detailed responses
❌ Avoid This
- • Springing the session on clients without notice
- • Not explaining what Enzo is
- • Expecting clients to complete it in 5 minutes
- • Using technical jargon in your introduction
- • Rushing clients through the process
📝 Sample Client Brief
"Hi [Client Name], I'm excited to work with you on [project]. To ensure I provide the most valuable insights, I'm using an AI discovery tool called Enzo that will ask you some detailed questions about your business. This typically takes 15-20 minutes and helps me understand your situation much better than a traditional questionnaire. Please be as detailed as possible in your responses. I'll review everything and follow up with you afterward."
Choosing the Right Enzo Type
🏢 Overall Business Enzo
Best for: New clients, comprehensive assessments, strategic planning
Covers strategy, process, and technology across all business functions. Use this for your initial discovery or when you need a complete picture of the client's business.
💼 Sales Process Enzo
Best for: Sales optimization, pipeline analysis, conversion improvement
Deep dives into pipeline management, qualification processes, and conversion optimization. Perfect when the client's primary challenge is sales-related.
📢 Marketing Strategy Enzo
Best for: Marketing audits, campaign optimization, brand positioning
Focuses on positioning, channels, content strategy, and measurement. Use when marketing effectiveness is the main concern.
⚙️ Technology Infrastructure Enzo
Best for: Tech audits, system optimization, digital transformation
Analyzes architecture, data management, integrations, and security. Ideal for clients looking to optimize their technology stack.
During the Session
⚠️ Important Notes
- • Enzo runs independently - you don't need to be present
- • Clients can pause and resume sessions if needed
- • All responses are automatically saved
- • Sessions typically complete in 15-20 minutes
What Happens Behind the Scenes
Dynamic Questioning
Enzo adapts questions based on previous responses, ensuring comprehensive coverage
Real-time Analysis
AI analyzes responses as they come in, identifying patterns and gaps
Automatic Scoring
Generates maturity scores across key domains (Strategy, Process, Technology)
Post-Session Follow-up
✅ Immediate Actions
- • Review the complete transcript within 24 hours
- • Check the maturity scores and coverage analysis
- • Identify the 3-5 most critical insights
- • Prepare follow-up questions for areas that need clarification
- • Schedule a debrief call within 48 hours
📞 Debrief Call Structure
- 1. Thank them for their detailed responses
- 2. Share key insights - highlight 2-3 most important findings
- 3. Discuss scores - explain what the maturity scores mean
- 4. Clarify gaps - ask follow-up questions on unclear areas
- 5. Next steps - outline your recommendations and action plan
Advanced Tips for Power Users
🎯 Custom Templates
Create specialized Enzo templates for your unique methodologies or industry focus.
Perfect for consultants with proprietary frameworks or industry-specific assessments.
📊 Score Benchmarking
Compare client scores against industry benchmarks and your other clients.
Helps identify relative strengths and weaknesses across your client portfolio.
🔄 Iterative Discovery
Run multiple Enzo sessions over time to track progress and changes.
Shows improvement in maturity scores and validates your recommendations.
📈 Predictive Insights
Use Enzo's AI to predict potential challenges and opportunities.
Leverage pattern recognition across similar client profiles for proactive recommendations.
Common Mistakes to Avoid
❌ Using Enzo as a Replacement
Enzo is a discovery tool, not a replacement for your expertise. Always follow up with personal analysis and recommendations.
❌ Not Following Up
The session is just the beginning. Failing to debrief and follow up undermines the entire process.
❌ Choosing the Wrong Template
Make sure you select the appropriate Enzo type based on the client's primary challenges and your engagement goals.
❌ Rushing the Process
Give clients adequate time to complete the session thoughtfully. Rushing leads to incomplete or shallow responses.
Ready to Master Enzo?
Enzo is a powerful tool that can transform how you conduct client discovery. By following these best practices, you'll maximize insights while saving significant time.