You talk. I analyse.
Your team conducts the stakeholder conversations. I work from transcripts, notes and source material and produce the discovery output.
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.
Best fit
See the reviewAccount Development Review · £99
First account £99. Additional accounts £195 each.
Give me one existing B2B account. I look for credible changes in the client's business and build 3-5 hypotheses worth testing in the next conversation.
Best fit
See Commercial DiscoveryCommercial Discovery
I establish how the relevant part of the business actually works before the technical solution is designed.
Best fit
See the white-label optionsPartner-led discovery + independent analysis
Your team runs the conversations. I analyse transcripts, notes and existing material and return a structured discovery pack.
Best fit
See the frameworkProperBizFix Discovery Framework
Stakeholder coverage, interview guides, evidence rules, assumption handling and output templates for internal use.
HubSpot partners
Existing accounts can be a sourced-growth channel.
HubSpot's 2026 partner economics reward sourced expansion as well as new customer acquisition. I help partners examine where a client's business may have moved beyond the original implementation - without turning the agency into a demand-gen business.
Account expansion for HubSpot partners →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 £99 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 evidence→Business events→Decisions & handoffs→Exceptions→Requirement 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.
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.
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?
Evidence before data
You do not need perfect data to start discovery.
SMEs are often data-poor, not evidence-poor.
The evidence may sit in project notes, customer commitments, workarounds, spreadsheets, repeated exceptions, stakeholder accounts or the way work actually moves between people.
I separate what is recorded, what is consistently observed, what someone reports, what can reasonably be inferred and what is still unknown.
That is often enough to identify what the implementation needs to investigate - and what the future system should start measuring.
How I treat evidence in discovery →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.
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 £99 review is a sensible fit before taking it on.