Commercial discovery for implementation partners

Before you reopen the account. Before you scope the system.

I provide independent and white-label business analysis, stakeholder discovery and requirements analysis for CRM, ERP, automation and software implementation partners.

Start with the situation

Where does the uncertainty sit?

The service changes depending on whether you need a reason to reopen an existing account, a clearer project boundary, or a stronger discovery process inside your own team.

A low-risk first job

Give me the client you do not know what to do with.

A completed implementation does not mean the client's business stopped changing.

I look at what has changed since the original work: new services, hiring, management changes, acquisitions, customer pressure, operational complexity, systems, regulation and other visible signals. I then separate plausible commercial opportunities from things that merely sound interesting.

You get a short Account Development Brief: what changed, why it may matter to your existing solution, what is established, what is still a hypothesis, and what to ask next.

I do not contact the client. You decide whether any hypothesis is worth taking back into the relationship.

What the £195 review includes →
When the conversation becomes real

Do not discover the client's business during implementation.

Requirements can be documented accurately and still represent the wrong problem. Commercial Discovery establishes the business events, decisions, handoffs, exceptions and information needs that the solution must represent.

Stakeholder evidenceBusiness eventsDecisions & handoffsExceptionsRequirement boundary
Three ways to use the practice

Keep as much of the client relationship as you want.

I can sit completely behind your brand, work only from material your team collects, or give your team the discovery structure to use themselves.

01 · Partner-led

You talk. I analyse.

Your team conducts the stakeholder conversations. I work from transcripts, notes and source material and produce the discovery output.

02 · White-label

I run the discovery under your process.

I conduct agreed stakeholder interviews and analysis behind your brand. Your firm owns the client, solution and implementation.

03 · Internal

Your team uses the framework.

Structured stakeholder coverage, interview guides, evidence rules and templates for a repeatable internal discovery process.

What I am looking for

The requirement behind the requirement.

A stakeholder asking for a field, alert or workflow has given you useful evidence. They have not necessarily established that the business needs that feature.

  • What event is actually happening?
  • What changes economically or operationally at that point?
  • What information exists when the decision is made?
  • Who acts, and who inherits the consequence?
  • What happens when the normal case does not apply?
  • What must the future system represent?
Secondary use case

Investors and advisers

The same underlying work can be used to examine whether a B2B company's revenue infrastructure is visible, transferable and manageable beyond the people who currently hold it together.

Revenue Infrastructure Review for investors & advisers →
Yulia Fomina, founder of ProperBizFix
Who does the work

I do.

ProperBizFix is a specialist commercial discovery practice, not an implementation vendor.

I research the account, run or analyse the stakeholder conversations and stay responsible for the reasoning in the output. I do not resell CRM licences, software implementation or development through the discovery.

That separation matters: I can ask whether the requested solution makes sense without needing the answer to be “yes”.

About Yulia Fomina →
Business Analyst capacity

Need BA capacity without another hire?

I can run stakeholder discovery under your brand, analyse interviews your team has already conducted, or provide a structured framework for your consultants to use themselves.

Start small

Send me one existing client account.

Website, what you implemented, when the relationship last moved, and anything I should know. I will tell you if the £195 review is a sensible fit before taking it on.