Free template
Client Discovery Checklist
The structured discovery process explained on our Process Center, as a document you can fill in before your first scoping conversation with any provider.
4 pages · Markdown · No email required
Who it is for
Business owners preparing for a support-team scoping conversation.
What's inside
- Business model and customer-type questions
- A volume worksheet by channel and by hour
- A systems and tools inventory
- An existing-material audit (scripts, FAQs, policies)
- A compliance and escalation boundary checklist
Send it to me instead
Optional. The download link above works without this — but if you would rather have it in your inbox, or want us to look at your situation while we are at it, use the form.
The thinking behind it
These guides explain why the template is structured the way it is, and what goes wrong when it is not.