Discovery — What does Barry do?

discovery research Owner: @barry Updated: 2026-05-10

📐 Definition & Done

What this step is: A discovery placeholder to clarify what Barry does and what he wants to accomplish.
What "done" looks like: Barry's primary line of business is documented and his member dashboard has an active step to work from.
Why this matters now: Can't build a meaningful dashboard or flow plan without understanding Barry's LOB first.

🧭 Decision Points — calls needed to move this step forward

DECISION NEEDED

What is Barry's primary line of business? — TBD, needs Dan input

Decide by: Dan's next session with Barry · Unblocks: dashboard population

⚡ Next Moves — concrete actions, ordered

📊 Status & Progress

Discovery 0%

Waiting on Dan to initiate LOB conversation with Barry.

🔗 Dependencies