Partner Discovery Notes Template

Use this template to capture evidence from partner discovery calls and demos.

Session Metadata

  • Date:

  • Session type: Discovery / Demo / Technical Fit

  • Account/Organization:

  • Participants:

  • Facilitator:

Top Objectives

What We Heard

  • Priority workflows:

  • High-friction moments:

  • Desired outcomes:

  • Constraints called out:

Objections Logged

Objection

Severity (H/M/L)

Response Given

Follow-up Owner

Due Date

Evidence and Signals

  • Confidence score before session (1-5):

  • Confidence score after session (1-5):

  • Adoption signal:

  • Risk signal:

Scope and Fit

  • In-scope candidate workflows:

  • Out-of-scope requests:

  • Fit result: Strong / Partial / Weak

Proposed Next Step

  • Recommended stage:

  • Deliverable promised:

  • Owner:

  • Target date:

Traceability

  • Related milestone/risk items:

  • Related docs:

  • Open questions: