lucasrezende.tools

Data Discovery Sprint Kit / v0.1

Define the project.
Then estimate it.

A workbook and editable documents for scoping data projects before implementation.

Record the sources, agree the metrics, document the unknowns, and define what the next phase includes.

Get the kit · $99 Read the free checklist

One-time purchase. Reuse within your consulting business.

Workbook workflowIllustrative preview · fictional data
Discovery workspacev0.1

START WITH THE BUSINESS

Monday’s account review.

DECISION TO IMPROVE

Which accounts need attention at Monday’s commercial review?

OWNER

Commercial director

FIRST-PHASE BOUNDARY

Two sources. One account view.

Keep signed pipeline and invoiced sales separate. They answer different questions.

Context → evidence → boundaries → next decisionRead the worked example

Simplified interactive illustration of the kit’s workflow. The purchased workbook includes source inventory, six decision gates, effort calculations, Markdown export and JSON save/load.

The download

What you get.

Files you can use offline and adapt for your own engagements.

01

Browser workbook

Source inventory, six decision gates, effort-range calculations, Markdown report export and JSON save/load.

HTML + JSON
02

Eight editable documents

  1. Discovery interview
  2. Source and metric register
  3. Scope agreement
  4. Risk and decision log
  5. Estimation worksheet
  6. Findings and roadmap
  7. Change request
  8. Fictional worked example
MARKDOWN
03

Printable handbook

The workflow, all document templates and instructions for using the kit. Open in a browser or save as PDF.

HTML

No Word, Excel or PowerPoint files. No installation, API key or paid AI subscription required.

Free checklist

Before you quote,
ask these six questions.

Read the checklist now. No email required. Take it into your next discovery conversation.

Open the free checklist
  1. 01Business ownership
  2. 02Approved access
  3. 03Metric agreement
  4. 04Data suitability
  5. 05Sensitive data
  6. 06Operational ownership

Data Discovery Sprint Kit

Use across your
client engagements.

For consultants who know how to deliver analytics work and want a consistent way to scope it. Adapt the materials for your own client engagements.

Explore a fictional engagement
ONE-TIME PURCHASE · USD
$99v0.1

One purchasing business. Reuse across your own client engagements.

Get the complete kit Secure checkout and file delivery by Gumroad. Applicable taxes may appear at checkout.

Before you buy

Questions
before purchase.

What file formats do I get?

HTML for the workbook and handbook, Markdown for the eight editable documents, and JSON for the example backup. Word, Excel and PowerPoint files are not included.

Can I use it with paying clients?

Yes. One purchasing business may adapt the materials for its own client engagements and share completed client-specific outputs. The blank toolkit may not be resold, redistributed or sublicensed. Full use rights are in the download.

Does the workbook need an account?

No. Extract the ZIP on a desktop computer and open the workbook in a browser with JavaScript and downloads enabled. The workbook runs offline and makes no external requests. Save a JSON backup before closing: it does not autosave or sync.

Is it a complete consulting service?

It is a practical discovery aid. Custom consulting, live calls, compliance certification, guaranteed outcomes and promised future updates are not included. It supports your professional judgment.

How do I get help or request a refund?

Use the seller contact in your Gumroad receipt for purchase or file issues. The policy shown at checkout and applicable rights govern refund requests.

Who made it?

Lucas Rezende, a data and analytics professional. These materials were created with AI assistance and reviewed for this release. Examples are fictional and do not claim client results.

Data Discovery Sprint Kit

Offline workbook, editable documents and handbook. US$99.

Get the kit