Discovery Call Notes

Call details and participants

[Date, duration, attendees, roles, and consent or recording reference]

Business trigger and current state

[Trigger event, current workflow, baseline, and owner]

Pain, impact, and desired outcome

[Pain statement, business impact, urgency, and desired result]

Process, systems, and constraints

[Tools, integrations, volume, security, and constraints]

Stakeholders and decision process

[Champion, decision maker, evaluator, procurement, and timeline]

Qualification, risks, and next action

[Evidence for qualification, open risk, next meeting, owner, and date]