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Level: Opportunity (Opportunity created at Stage 1)

Goal: Convert a raw transcript into a complete, standardized discovery record that sales can act on immediately.

Quick start (tell MyGuy):

• "Run Stage 1 on: COMPANY, TRANSCRIPT_OR_EMAIL_LINK"

I will:

• Create a new page under Accounts titled "COMPANY – DISCOVERY – TIME/DATE" and scaffold it for Stage 1.
• Process the transcript or email thread.
• Generate outputs for each subpage: Discovery Transcript Processing, Deliverable Templates, and Discovery Discipline.
• Paste copy-ready sections to that meeting page and return links.

Entry Criteria

✅ Stage 0 complete with:

• Account research completed and documented
• Key contacts identified
• Discovery meeting scheduled with relevant stakeholders
• DSR created and ready

OR