CLIENT MISSION PREP

Mission Prep

Give BIY the details we need before discovery. Your progress saves to your client record and stays connected to this project.

Discovery readiness Mission Prep 6 guided steps

Welcome back — your Mission Prep has been restored.

Mission Prep

Let’s get ready for discovery.

Give BIY the few details we need before we talk. No giant assessment, no homework — just enough context to make discovery useful.

Already started a mission on the public site? We’ll reuse what we can so you don’t have to repeat yourself.

STEP 1 OF 6

Confirm your information.

We’ll prefill what we already know. Just correct anything that changed.

Full name *

Business name *

Email *

Phone

Please confirm your name, business, and a valid email.

STEP 2 OF 6

What’s the mission?

Tell us the problem and the outcome. Keep it conversational.

What do you need help with? *

What are you trying to build, fix, or improve? *

What would a good result look like? *

Choose at least one service and tell us what you want to accomplish.

STEP 3 OF 6

A few details.

Only the things that help us prepare. The deeper technical questions can wait for discovery.

What are you using today?

Anything specific you already know you want?

Website mission: do you already own your domain?

Do you already have brand materials ready?

Microsoft 365 mission: are you already using Microsoft 365?

Data mission: where does the information live today?

Security mission: what’s the main concern?

Booking mission: what are you using now?

Automation mission: what process is taking too much time?

STEP 4 OF 6

Timing.

Enough for us to understand urgency before discovery.

When would you like to get started? *

Is there a fixed date we should know about?

Please choose a general timeline.

STEP 5 OF 6

Before discovery.

Two last things so we know who’s involved and whether anything needs special care.

Who can approve the project? *

Any privacy, HIPAA, payment, or compliance concerns?

Anything important we should know before discovery?

Please tell us who can approve the project.

STEP 6 OF 6

Review your Mission Prep.

Make sure the basics are right. We’ll handle the deeper questions together during discovery.

✓

Mission Prep Complete

You’re ready for discovery.

BIY has the prep details we need. We’ll use this as the starting point for discovery instead of making you fill out a long assessment.

Your Mission Prep remains connected to your BIY client record. BIY will review it and coordinate the next project stage.

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