Understand what a discovery purchase includes

Read the purchased scope

A discovery purchase covers the selected service and its listed written deliverables. The current offer shows its price, duration or working capacity and intended output. Preparation, participants and scheduling are confirmed with the Platformz team.

1. Review the selected service and listed deliverables.
2. Read the scope terms before proceeding.
3. Confirm any preparation or scheduling question with the team.

• Implementation, integrations, migration, provider fees and ongoing operations require a separate agreed scope.
• The public sample report illustrates a format and does not expand the purchased deliverables.

Keep payment and delivery distinct

A verified payment confirms the recorded purchase. It does not by itself confirm that a session is scheduled or that a larger project has been approved. Keep the order reference with the agreed next steps.

• Check the payment mode: test checkout does not collect a live payment.
• Confirm participants and any evidence needed for discovery.
• Ask for a written scope if the work extends beyond the selected service.

Ask about a billing question

Use the order reference and the point that needs clarification. Payment terms, cancellation, refund and tax questions must be answered from the applicable engagement and provider records, rather than assumed from a general help article.

• The service and order reference.
• The amount or scope point you want clarified.
• The decision or timing affected by the answer.