DISCOVERY PREP WORKSPACE

Bring your ideas. We’ll organize the rest.

Discovery Prep is optional. If you fill it out before our meeting, we can spend less time collecting basics and more time talking through solutions, priorities, and what success should look like.

Need to send files? Project → UploadsHave a quick question? Open Messages

START WITH THE OUTCOME

What are you trying to accomplish?

Tell us what should be different when this project is working the way you want.

What are you trying to accomplish?What would make this project feel successful?

WHAT BIY SHOULD CREATE

What would you like us to build or set up?

Choose anything that sounds close. You do not need to know the technical name.

WebsiteNew site, redesign, pages, formsBooking & IntakeScheduling, forms, client intakeAutomationReduce repetitive work or handoffsMicrosoft 365SharePoint, Teams, identity, workflowData & ReportingDashboards, tracking, reportingClient PortalSecure client workspace or filesAI SupportAssistants, help desk, smart workflowsNot sure yetWe can sort that out together

Anything specific already on your mind?

FOLLOW THE CUSTOMER

Walk us through the experience from beginning to end.

What should your customer be able to do first, next, and after they are finished?

Customer journey

WHAT YOU ALREADY HAVE

What is already available for the project?

This helps us understand what we can reuse and what still needs to be created.

Current tools, accounts, content, branding, or systems

Have files ready?Keep uploads in one place so they stay tied to your project.

Go to Project → Uploads

PROTECT THE SCOPE

What should be left out or saved for later?

Calling this out now helps keep the first version focused.

Leave out / later ideas

TIMING + INVESTMENT

Is there a date or investment range we should understand?

You can leave either one open if you are still deciding.

Target date or timingInvestment range

Anything else BIY should understand before the meeting?

WHEN YOU’RE READY

Send your Discovery Prep to BIY.

Submitting keeps this record in place. BIY can use the same information during discovery and while preparing Final Scope.