WHAT IS DISCOVERY?

Each client has different business needs, processes and project goals. Often when a potential client comes to me for a website or a crowdfunding campaign – they are unaware of how building a website can save them time and money and in some cases bring in funds rather than simply being a simple brochure with your contact information – an advertising cost.

During a discovery process we work together in a series of consulting hangouts, where we map out the specifics of your business or project and look at ways where we can save you time and money, automate some of the foot work you do or create systems that enable you to focus on the parts of the work that you love.  You will benefit from my 25+ years in the tech, saving time and money for clients.

Doing a thorough discovery process ensures that our plan fits your goals for the project whether this is: increasing revenue, using social media wisely and efficiently, to make your crowdfund goal with time to spare or creating efficiencies using the web to refine your internal business or organizational processes. It’s my goal to ensure that our time spent together creates real short-term and long-term benefit for your project or business.

WHAT DO I GET OUT OF THESE DISCOVERY SESSIONS?

At the end of our exploration, we will have a map of the territory –  the goals of the project and a clear set of steps for achieving them. This will be a clear proposal with a budget. Much like the landscape architect adding an outdoor kitchen to your backyard, giving you elevation drawings and estimates for materials – knowing what’s ahead makes it go much more smoothly all around.

At the end of these sessions, you own the plans we create together. I can then execute the plan for you, you can hire someone else to do it, or you can decide it’s not a worthwhile investment to move forward. My goal is to get you to clarity on how to get where you want to go. It’s up to you after that if I come along.

WHAT DOES IT COST?

I do discovery work on an hourly basis – at $85 per hour.  This process usually takes anywhere from 5 to 20 hours, depending on complexity and size of the project. I start by billing you for 5 hours, and add additional time if necessary. Of course, if for some reason you don’t use the 5 hours, we will refund any of the time you haven’t spent.

If you do decide to work with me to complete the project for you, this discovery fee will be applied to the balance of the project.

Please note, I do have a sliding scale for smaller local or non-profit projects.

WHAT IS INCLUDED IN THE DISCOVERY AND REPORT PACKAGE?

This list assumes you have an existing website and are not starting from scratch. Some terms like (plugins, themes and WordPress – assume your site is built on WordPress. It is OK if your site is not but, I build WordPress sites.

    • A video walk through of your site with fresh eyes for usability issues, user friendliness and overall clarity.
    • Review of the state of your current website and hosting environment, including plugins, themes, and WordPress core files – integrity checks.
    • Review of the mobile friendliness of your site
    • Review of your Search Engine Optimization efforts to date and your site traffic and rankings
    • Review of the state of your site – Is the current code up to date, do you have any malware of viruses on your server, are your mail servers blacklisted anywhere etc.
    • A list of agreed upon deliverables – resulting from our discussions.
    • An agreed scope of the project – what is inside and what is outside of scope depends on what you’d like to accomplish and your budget and timeframe.
    • A budget estimate which will include ongoing costs such as services subscriptions, hosting and website maintenance
    • An estimated timeline – reflecting our combined resources – with my available start dates.
    • An estimated timeline – reflecting our combined resources – with my available start dates.
    • An invoice for 50% of my project fees and any starting expenses – such as a hosting package to start the project due on signing the project plan.

Please note: The Discovery Package requires I have administrative access to your site and your permission to install code for tracking, analytics and other review tools I use regularly. If you are not comfortable with this arrangement let’s have a phone conversation about it.

I ALREADY KNOW WHAT I WANT, LET’S SKIP IT AND YOU JUST GIVE ME A QUOTE?

I can’t give you an accurate estimate without understanding the project in depth. This is how we get to a place where there are few surprises for you or myself. No one likes bad surprises when it comes to money or time. But, perhaps I can offer some good surprises!

Generally speaking, clients have as idea of what they want, but don’t really know what tools, services or tech they need to achieve their goals. You wouldn’t walk into an endocrinologist’s office and tell her what you need without allowing her to run actual some tests, get your family history, and make a recommendation drawing from her years in the ever changing field of endochrinology? I’m a professional too, so please think of this as a similar relationship – but none of that poking with sharp things stuff!

SOUNDS LIKE THIS IS GREAT FOR ME. WHEN CAN WE START?

If you’d like to start, I can send you my next available start date, bill you for 5 hours, and then set up our first hangout!

Let’s Talk!

To hit the ground running try my project planner.