Original digital template

Client Discovery Workbook

$9

Guide self-serve project discovery from context to testable success criteria.

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Inside the workbook

• ContextDescribe the organization, project trigger and current state.
• AudienceSeparate primary users, decision makers and excluded audiences.
• ConstraintsRecord non-negotiables, dependencies and unknowns.
• Success CriteriaDefine observable acceptance without unsupported performance claims.
• Discovery SummaryConvert discovery into a concise approved frame.