Phase 02 · Internal
Discovery Notes
Write up a discovery session for the executive team. Several people can add to the same client's notes. Enter your authorised email address and we will send a one-time code.
Phase 02 · Internal
Choose a client
Notes are recorded against one client. Everyone who has completed a scorecard appears here.
Discovery Notes
Phase 02 · Internal
Discovery Notes
Client: —
This phase will use its own questionnaire, separate from the client scorecard. Nothing has been added yet, so there is nothing to fill in.
Complete