Customer discovery for CX & CCaaS professionals
Turn customer discovery into structured requirements.
Discovery Companion is a structured workspace for CX & CCaaS consultants that keeps customer discovery, requirements and customer-facing deliverables connected throughout the engagement.
Every feature included. Your customer workspace stays on your device.
Customer discovery shouldn’t end up here.
Customer discovery often becomes fragmented across notes, spreadsheets and documents throughout an engagement.
Customer understanding shouldn’t be rebuilt for every deliverable.
Discovery Companion keeps customer context connected from the first discovery conversation through structured requirements and customer-facing documentation.
From scattered notes to a connected workflow
Instead of recreating customer understanding every time you prepare a document, keep everything connected throughout the engagement.
Without Discovery Companion
Information becomes fragmented throughout the engagement.
Meeting notes
3 versions
Workshop Notes.docx
Edited last week
Requirements.xlsx
v2 — final?
Emails
Buried in a thread
OneNote
Unsorted pages
Customer memory
Not written down
Result
- Recreating information for every deliverable
- Lost context behind decisions
- Inconsistent customer documentation
- Time spent searching instead of consulting
With Discovery Companion
One structured workspace that keeps everything connected.
Result
- Customer context stays connected
- Traceable requirements
- Professional customer-facing deliverables
- Less administration, more consulting
Capture discovery once. Reuse it throughout the engagement.
The difference isn’t where you take notes.
It’s whether customer understanding stays connected throughout the engagement.
- Save time
- Reduce rework
- Improve consistency
- Deliver with confidence
Built specifically for
- CX Consultants
- CCaaS Consultants
- Solution Consultants
- Solutions Engineers
- Boutique Consulting Teams
Follow a real customer engagement
Discover, Define, Deliver — select a stage to see the product as it actually looks, using the built-in sample engagement.
Structured discovery, priority-guided
Work the Enterprise CCaaS Discovery methodology, with consultant guidance beside every prompt.
Progress measured against the prompts that actually matter.
Findings become traceable requirements
Promote a discovery answer straight into a requirement, with priority and category attached.
Every entry links back to the knowledge card it came from.
A Statement of Understanding you can send
Generate a nine-section customer document as narrative prose, then refine the wording yourself.
Branded DOCX and PDF export, regenerated as the engagement evolves.
Why Discovery Companion
Structured discovery
Guide every customer conversation with a consistent methodology so important information is never missed.
Traceable requirements
Turn customer discovery into structured requirements that remain linked to the conversations behind them.
Professional customer deliverables
Generate customer-facing documentation directly from the engagement instead of rebuilding it from disconnected notes.
Your customer workspace stays on your device.
Discovery Companion uses cloud services for your account and authentication. Your accounts, opportunities, discovery, requirements and documents remain in your local workspace.
Cloud
Account & authentication
Your device
- Accounts
- Opportunities
- Discovery
- Requirements
- Documents
You control portable workspace backups.
Turn your next customer discovery into structured requirements.
One plan at €24 / month or €240 / year, with a free trial of 14 days for eligible first-time accounts.