Discovery — What does Caroline do?

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

📐 Definition & Done

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

🧭 Decision Points — calls needed to move this step forward

DECISION NEEDED

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

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

⚡ Next Moves — concrete actions, ordered

📊 Status & Progress

Discovery 0%

Waiting on Dan to initiate LOB conversation with Caroline.

🔗 Dependencies