Prioritise the unanswered discovery questions that could change effort, price, schedule or delivery risk.
Supply discovery notes, transcripts, buyer requirements or an early brief. Add the estimate deadline and likely pricing model if known.
Use discovery material to identify what needs resolving before you commit to an estimate. The review focuses on unknowns that could change the work, resource needs, price, schedule or allocation of risk.
The output is a prioritised set of buyer questions, with the reason for each and the effect of different answers. Where answers will not arrive before the estimate is due, it provides working assumptions to state in the proposal.
Identify reusable scope from past work and the changes needed for a new buyer, estimate and delivery context.
Scoping
Find buyer requirements and delivery obligations with no clear allowance in the scope or estimate before committing to a price.
ScopingPricing
Upload a commercial proposal, SOW or estimate and explore the result.
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