DISCOVERY CALL NOTES
Company / date:
Participants and roles:
Problem in the buyer's own words:
Recent real example:
Current workflow:
Evidence of impact (label estimates):
Desired outcome:
Constraints:
Decision process / participants:
Open questions:
What we can help with:
What is outside scope:
Agreed next step | Owner | Date | Output:
Separate internal assumptions from confirmed facts.
Do not record unnecessary personal or sensitive data.