I am trying to find if anyone has something like an intake conversation document, like a step by step guide for gathering information from end user in order to write a briefing for developers. I am the business analyst, guy in the middle, responsible for gathering information from end users and briefing our developers.

My colleague received something similar from Salesforce, but it's for Marketingcloud.

For example, I am thinking of a word/excel document, with questions like:

How many users you need? What fields do you need?


Thanks in advance

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