pre-discovery worksheet
Eight prompts to answer before the first call.
Fill it out on paper or in a PDF annotator. It speeds up the fit-check conversation and keeps the first message free of secrets. Send the email template on start discovery when you're ready — the worksheet is for your team, not a submission form.
vishcore [pre-discovery worksheet]
client@discovery:~$ vishcore worksheet --prepare-fit-check
→ pressure point, cloud scope, regions, timeline
→ Terraform reality, stakeholders, known risks
→ no secrets, account IDs, ARNs, or credentials
- 01
Pressure point
What is forcing this conversation now?
Examples: SOC 2 deadline, enterprise security review, buyer-blocker, internal incident, disaster recovery gap, Terraform drift.
- 02
Cloud provider and account scope
Which cloud provider, and what is the rough account scope across production accounts, projects, or subscriptions?
A short phrase like “AWS · 3 production accounts · 1 staging” is enough. Do not write account IDs or ARNs.
- 03
Regions and data residency
Where does production traffic and customer data live today?
Region names or a residency posture (“US-only”, “EU + US”) — no resource identifiers.
- 04
Terraform or source-of-truth state
How much of the current cloud is reflected in Terraform or another IaC system?
Trusted, partial, stale, missing, or unknown. Pick the honest answer.
- 05
Timeline
When does this need to be in a defensible state?
Audit date, buyer-review date, board cycle, or “no hard deadline yet”.
- 06
Stakeholders and decision owners
Who signs off on AWS access, scope, and remediation rollout?
Roles, not names. Examples: CTO, Head of Security, AWS account owner, security partner.
- 07
Known risks
What do you already suspect is broken, missing, or undocumented?
Plain language is fine. Skip security-group IDs, ARNs, and resource identifiers.
- 08
What NOT to send in the first message
Do not include secrets, passwords, tokens, access keys, account IDs, ARNs, IP allowlists, customer data, or production credentials. The fit check and scoping conversation happen before any AWS access is granted.
Worksheet filled out? Send the email template on start discovery and Vishcore will reply with focused next-step questions.
Start discovery