Paid Client Workspace

Business Discovery™

Your Strategic Infrastructure Audit™ begins with the operating truth behind the business.

Describe what actually happens today—not only what is intended to happen. Clear context allows Woven to identify the infrastructure producing your current results and determine what must change next.

Before You Begin

Provide what exists. Do not manufacture proof.

Use real examples wherever possible. Approximate figures are acceptable when exact data is unavailable.

If a process is not documented, say so. If a question does not apply, enter “Not Applicable.”

Your progress is saved in the browser you use.

Private Client Access

Enter your Audit workspace.

Use the engagement information included in your private Woven invitation.

Engagement ID Email Address Private Access Key

Verified Client Workspace

Welcome, .

Business Discovery™ for

Step 1 of 6 17%

Progress saves automatically.

01 · Strategic Context What result is the business trying to produce? Question 01 · Desired Result What specific result do you want the business to produce over the next 12 months, and why does that result matter now? Question 02 · Current Reality What is the business producing today, and how does that differ from the result you want? Include figures, patterns, or examples that make the gap visible. Question 03 · Working Theory What do you believe is preventing the business from reaching that result? What evidence supports your belief?

06 · Conditional Context & Evidence Complete the record.

Supporting Evidence

Tell us what exists.

Select the current status of each item. You do not need to create anything new for this Audit.

Offer, product, or service list Pricing or margin information Sales or revenue reports Lead tracking or CRM reports Customer onboarding or purchase materials Delivery workflows or SOPs Team roles or organizational chart Technology or tool list Customer feedback or retention information Vendor, production, inventory, or fulfillment documents Existing strategic plans Other relevant material

Supporting Document Links Paste shareable links to relevant Google Drive, Dropbox, or other existing files. Confirm Woven has permission to view them. Additional Notes Is there anything else Woven should understand before the Strategic Discovery Session?

Client Declaration

I confirm that the information provided is accurate to the best of my knowledge. I understand that Woven will evaluate the business using the information, evidence, observed systems, and discovery context available at the time of the Audit. Type Your Full Name as Your Signature

Business Discovery™

Provide what exists. Do not manufacture proof.

Enter your Audit workspace.

Welcome, .

Team and Organizational Structure

Production and Sourcing

Tell us what exists.

Your operating truth is now in review.