DISCOVERY PHASE

Clarity before execution.

A focused engagement designed to remove ambiguity before anything is built, automated, or launched.

DISCOVERY

$2,500

One-time engagement

✔ System clarity
✔ Architecture plan
✔ 90-day roadmap
Credited toward implementation if you proceed within 30 days.

WHAT WE DO DURING DISCOVERY

Discovery is a structured working engagement designed to create clarity before implementation begins.

Four focused areas ensure the right systems are designed before anything is built.

01

Understanding How Your Business Operates

We examine how decisions are made, how work flows, and where friction exists.
This includes:
  • Identifying bottlenecks and duplication
  • Clarifying responsibilities and ownership
  • Evaluating current tools and systems
  • Identifying where automation helps — and where it adds risk
The goal is shared clarity before change.

02

Website & Messaging Structure (If Applicable)

If your engagement includes a website or funnel, Discovery includes:
  • A clear content outline for each page before design begins
  • Defined calls-to-action that guide visitors toward the right next step
  • Messaging structured so visitors immediately understand what you do and why it matters
  • Site architecture designed to improve visibility in search and AI-driven results
  • Strategic FAQ planning based on real customer questions
This ensures your website is built on structure — not guesswork.

03

Systems & Execution Planning

We define:
  • What should be built first
  • What can be phased
  • What tools should be simplified or eliminated
  • What processes must exist before automation
  • Who is responsible for what
This prevents fragmentation and unnecessary complexity.

04

90-Day Roadmap

You receive a practical action plan including:
  • Clear priorities
  • Defined next steps
  • Agreed checkpoints
  • Realistic timelines
  • Measurable success markers
This becomes the operating blueprint for implementation.

What Happens After Discovery

At the conclusion of Discovery, you will know:
  • What needs to be built
  • What it will take to build it
  • Which engagement model makes sense
  • What the investment will be
You can then move forward with Foundation, Growth, or Authority — with clarity and confidence.

Begin With Clarity

$2,500 · One-time

Credited toward implementation when proceeding within 30 days.
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