Frame the session
Prepare a board around the client’s job and the outcome they want. Leave space for their language and examples.
Make the client conversation easier to act on.
Bring the client’s context, your team’s thinking and the agreed next steps into a shared visual space. Invite guests through a link without an account.
Hosts sign up. Guests join with a name.
Build a shared understanding before the proposal.
Explore together
Share an editable link with the client and delivery team. Map the current process and distinguish facts from assumptions.
Capture the commitment
Record the decisions, open questions and next actions with owners. Use the same board to continue the discussion.
An example session
Run a discovery session for a workflow change
Ask the client to walk one recent case from request to result. Add notes where work waits or gets repeated, then agree which friction point deserves a closer investigation.
Prepare the next engagement step from shared evidence rather than a private interpretation of the call.
Professional servicesExample board Desired outcomeWhat would a useful change look like?
Current realityWhere does the work get difficult?
Next decisionWhat evidence do we need?
Do clients need paid seats?
No. Participants are free and can join through an editable link with a name. The host signs up to create and manage the boards.
Can I reuse a workshop structure?
Start from the native template library and adapt the prompts to each engagement. Keep each client’s information appropriate to its board and audience.
Bring the next conversation
onto a board.
Start with 3 free live boards. Invite your participants through a link.
Start free