Customer Discovery

Capture systems, templates, approval roles, data sources, and production blockers before implementing a real client workspace.

Discovery Areas

Company fit through production readiness

Questions

0 of 38 answered

Required Before Production

Must confirm before go-live

Live Integrations

No external systems connected

External Writes

Writes disabled by default

Company / Workspace Fit

Understand the consulting context and what success looks like

What type of consulting/advisory work will this workspace support?

Which teams will use the workspace?

What are the main deliverables?

What does a successful pilot need to prove?

1 of 7

Implementation Checklist

0 of 9 completed

Related Workspace Pages

Navigate to pages that support the discovery and readiness process

Production Readiness

Review blockers and go-live gates

Admin Settings

Configure workspace guardrails

M365 Readiness

Verify licensing and tenant access

Data Sources

Configure Smartsheet and report intake

Template Ingestion

Upload and approve templates

Demo Script

View the EV workspace demo walkthrough

QA / Smoke Tests

Validate routes, demo safety, and deck generation

Demo only. This Customer Discovery Intake Wizard runs locally in your browser. No data is sent to Microsoft 365, Copilot, Smartsheet, SharePoint, email, or any external system. Answers are stored in-memory only and reset on page reload. This is a prototype intake form for planning purposes.