SP3 · Discovery · ~15 min

Customer and Business Needs Discovery

In progress

Before you recommend anything, understand the operation. Discovery is a structured conversation about loads, routes, drivers and priorities, not a spec-sheet interrogation.

Learning objectives
  • Run a structured needs discovery in 15 minutes
  • Produce a written customer-needs summary the customer signs off
  • Identify at least one operational risk the customer hadn't articulated
4 stages · ~15 min
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