Discovery Calls
4-5 Total Meetings
Meeting Frequency
Weekly Leading Up to Final Blueprint
Process Length
4 - 5 Weeks from Start to Finish
Who Should Attend ➞
Who Should Attend ↓
Business Owners / Key Decision-Makers
Operations Team
Sales / Customer Relationship Leaders
What We'll Need from You
To dive deep and deliver a strong strategy, we'll need access to the following (where applicable)
Call One
Kick-Off Call & Business Discovery
What we will cover
During this initial call, you'll meet the strategy team and provide a general background of your business and overall goals.
Call Length: 1 hour
What we'll discuss:
- General business overview
- Business goals
- Marketing priorities
- Current and past marketing initiatives
How you can prepare
The questions below are typical questions that our team will ask to get to know your business better during this initial discovery call.
- What is the history and background of your business?
- What specific goals (revenue, sales or marketing) are you trying to achieve?
- How does your business currently generate new business?
- How many leads and/or new customers do you generate on a monthly basis?
- Do you have specific product or service priorities?
- Are there particular markets or verticals that you are looking to focus on?
- Can you tell us about previous marketing initiatives (successes and failures)?
- What metrics are important to you and what does success look like for you?
CALL ONE
Kick-Off Call & Business Discovery
01 01
01 01
What we will cover
During this initial call, you’ll meet the strategy team and provide a general background of your business and overall goals.
Call Length: 1 hour
What we’ll discuss:
- General business overview
- Business goals
- Marketing priorities
- Current and past marketing initiatives
02 02
02 02
02 02
How you can prepare.
The questions below are typical questions that our team will ask to get to know your business better during this initial discovery call.
- What is the history and background of your business?
- What specific goals (revenue, sales or marketing) are you trying to achieve?
- How does your business currently generate new business?
- How many leads and/or new customers do you generate on a monthly basis?
- Do you have specific product or service priorities?
- Are there particular markets or verticals that you are looking to focus on?
- Can you tell us about previous marketing initiatives (successes and failures)?
- What metrics are important to you and what does success look like for you?
CALL TWO
Your Ideal Customers, The Buyer's Journey &
The Competitive Landscape
01 01
01 01
What we will cover
During this follow up call, our team will aim to learn about your ideal customers, their journey from prospect to customer, and how you fit in the current market and competitor landscape.
Call Length: 1 hour
What we’ll discuss:
- Your ideal buyer and customer profile
- Triggers and motivations of your target buyers
- The competitive landscape
- Industry insights and forecasts
02 02
02 02
How you can prepare.
Getting to know your ideal customer is critical for developing our strategy. Be prepared to answer questions such as:
- Who is your ideal buyer? (What are their job titles, job functions, triggers, motivations, and what are they looking for in a partner like you)
- What is the profile of your ideal customer company?
(size, revenue, vertical, geography, etc.) - What does the sales process look like from a prospect’s perspective (from lead to customer)?
- What does the sales process look like from your perspective (internal sales process)?
- How long is your sales cycle?
- What’s the average new customer/order worth?
- Among your competitors, who do you consider your strongest competitor? Why?
- How well positioned are you in the market?
(Examples: brand recognition, quality, experience, technology, other) - What alternatives do customers have aside from your direct competitors?
- What hesitations or setbacks do you usually experience during the sales process?
- How do you currently manage new leads?
- What nurture programs do you have for existing clients/accounts?
(i.e. referral programs, upsell initiatives, cross-sell initiatives)
CALL THREE
Optional Call
01 01
01 01
What we will cover
Depending on our previous conversations, the strategy team may request a third discovery call to clarify information shared or from their own research.
This may include:
- Clarifying specific data or metrics shared
- Learning more about your product or service (i.e. attending a demo)
- Discussing any of the previously shared information in more depth
02 02
02 02
How you can prepare.
At the conclusion of the second discovery call, our strategy team will determine if a third call is necessary. If no call is needed, our team may still reach out to you with questions pertaining to:
- Access to required items (i.e. ensuring proper permissions or access levels)
- Offering insights into specific data points (i.e. gap in tracking or missing information)
- Goal review and campaign alignment (goal attainability and priorities)
- Upcoming business changes that may impact campaign timing (i.e. rebranding, website redesign, acquisition, etc.)
Marketing Blueprint Presentation
Part 1: Reviews & Audits
Length: 1 Hour
In this first section, we’ll walk you through the findings from our in-depth audits of your current digital presence and past marketing initiatives. We'll analyze your website performance, branding, and competitor landscape to identify gaps and opportunities for improvement.
What We’ll Cover
- Audit results of your current digital presence
- Key findings from previous marketing efforts
- Competitor analysis and market positioning
- Identification of strengths and weaknesses
Part 2: The Marketing Plan
Length: 1 Hour
In the second part of the presentation, we’ll reveal the customized Marketing Strategy that aligns with your goals. Our team will provide clear recommendations, focusing on the most effective channels, tactics, and priorities to drive measurable results.
What We’ll Cover
- Tailored marketing strategies specific to your business goals
- Channel recommendations (SEO, Social Media, Content Marketing, etc.)
- Actionable steps to optimize your digital presence
- Measurable KPIs and performance tracking