No senior time spent
The standard first-interview questions get asked and answered without anyone from your team in the room.
Discovery is a senior person's afternoon, every time
Before anyone can quote, somebody senior has to sit with the client and extract what they actually want. It is the same questions every time, it takes an afternoon, and the output is notes that someone still has to turn into a document.
Client Discovery turns that interview into a link. The client answers in their own words, at their own pace, and often more thoughtfully than they would live on a call.
What comes back is not a form dump. It is a PRD draft, in the workspace, ready for the Technical Business Analyst to turn into a scope you can price.
How it works
1
Send the link
One link per opportunity. No scheduling, no call before the call.
2
The client fills it in
They describe what they want in their own time, prompted by the questions you would have asked.
3
A PRD draft comes back
The answers arrive as a structured draft in the workspace, not as notes to be written up.
4
Scope it without re-typing
The Technical Business Analyst picks up the draft and produces the scope, plan and acceptance criteria.
Why a link beats a first call
A PRD draft, not a form dump
The output is a document the delivery pipeline can use, which is what makes this discovery rather than a survey.
Feeds the handoff chain
Discovery flows into scoping, scoping into sprints, sprints into invoices and margin. Nothing is re-explained between modules.
Included on every plan
New Business is part of every plan, from Basic on up, so discovery-by-link is never an add-on or a higher-tier unlock.
Where it sits
Client Discovery is part of the New Business department of the Service Business OS, included on every plan. One credit allowance covers every module, so there is no per-agent pricing and no surprise line items.
Compare plansWorks with
Technical Business Analyst
Turns the PRD draft into a scope, a plan and acceptance criteria.
See the moduleUpwork Business Developer
The other half of New Business: qualifying jobs and drafting proposals.
See the moduleClient Portal
After the work is won, clients follow it here without a status call.
See the moduleQuestions owners ask
What does the client actually receive?
A link. They answer questions about what they want in their own time, and their answers come back to you as a PRD draft rather than a pile of notes.
What happens to the answers?
They arrive as a PRD draft in the workspace, where the Technical Business Analyst can pick it up and turn it into a scope, a plan and acceptance criteria. Nothing gets re-typed between steps.
Does this replace the discovery call?
It replaces the first one: the hour where a senior person asks the standard questions and writes down the answers. When you do get on a call, you start from a draft instead of a blank page.
Get your afternoons back
Client Discovery is live now. Start the trial and it is one of the modules unlocked from day one, reading the same clients and projects as the rest of the OS.
Start your 14-day trial
Every module unlocked for 14 days. Card details at checkout, nothing charged until day 14, cancel any time before then.
What starting actually involves
- Every module unlocked for 14 days — no feature is held back for a higher plan
- Card details at checkout, nothing charged until day 14
- Cancel before then and you pay nothing
- Setup runs on your own clients and projects, not a demo dataset