Purpose: Make sure every discovery is complete, documented, and usable for onboarding, success planning, and churn risk prevention.

Use this checklist: after discovery calls, before kickoff, and whenever you inherit an account.

1. Discovery Type:

• [ ] Post-Sale
• [ ] Post-Onboarding
• [ ] (Quarterly) Business Review
• [ ] Renewal (Planning)

2. Customer Account: SwiftMove Logistics

• [ ] Customer Goals defined or verified
• [ ] Appropriate Success Metrics defined or verified
• [ ] Timelines defined or verified
• [ ] Customer problems analyzed and defined
• [ ] Root Causes identified
• [ ] Competencies assessed
• [ ] Stakeholders confirmed or supplemented
• [ ] Optional: Known blockers captured
• [ ] Next Step planned
• [ ] Data entered (updated)