Discovery · Payment Scoping
Scope the right payment setup for a merchant.
This is the work a solutions engineer does in early discovery: take a merchant's loose description of their business and turn it into a scoped, defensible recommendation, methods, integration approach, what to watch for, and what to leave out. Answer as if you were the SE. The tool shows the reasoning at each step.
Your prospect
A merchant has reached out. All you know so far is that they want to start accepting payments. Everything else, you find out by asking. Start with the first question below.
How do customers pay this merchant?
Why this question matters
Optimized for
Recommended setup
Watch for
Solution insight