A structured discovery workspace for CX & CCaaS consultants and solution professionals. Capture customer context, run discovery, turn findings into traceable requirements, and create a professional Statement of Understanding ā without stitching the engagement together across notes, spreadsheets and docs. Your customer discovery data stays on your device.
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Maker
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Hi Product Hunt š
I built Discovery Companion around a problem I've experienced in CX and CCaaS work: discovery starts as a conversation, but the information quickly becomes fragmented across notes, spreadsheets, requirements documents and different versions of customer-facing material.
I wanted a workflow where the context gathered during discovery stays connected to what comes afterwards.
Discovery Companion takes an engagement from customer context and opportunities through discovery and structured requirements, and ultimately into a Statement of Understanding that can be shared with the customer.
I've deliberately started with a narrow audience: CX & CCaaS consultants, solution professionals and small consulting teams. Rather than trying to make another generic project or requirements management tool, I wanted it to reflect the way this kind of customer work actually happens.
It's now live and this is still an early stage for me, so I'm particularly interested in honest feedback.
If you work in consulting, presales, solutions or customer-facing technical roles, I'd love to know:
⢠Is it obvious what Discovery Companion is for?
⢠Does this workflow resemble how you handle discovery today?
⢠What would make you use ā or not use ā something like this?
Critical feedback is every bit as useful as positive feedback.
Thanks for taking a look!