# Client Discovery Kit ## 1) Discovery Questionnaire (send ahead) A) Business context - What services/areas do you prioritize in the two cities? - What are the top 3 lead sources today (Not provided)? B) Goals & success metrics - What does a “qualified inquiry” mean for you? - Current baseline conversion rate (Not provided). C) Users & use cases - Primary user journeys: buyers vs sellers—what actions should each take? D) Current process / current system - What happens after a form submission today (routing, response time)? Not provided. E) Scope & requirements - Confirm pages: homepage + 6 core pages. Any additional pages? Not provided. - Form requirements: fields, spam protection, routing rules? Not provided. F) Content / data / assets (if relevant) - Provide final copy for 6 pages (confirmed). - Provide brand assets (logo, colors, photography): Not provided. G) Stakeholders & decision process - Who approves design and content (names/roles)? Not provided. H) Risks, constraints & dependencies - Approvals within 2 business days (confirmed). - No custom backend; no multi-language (confirmed). I) Budget & timeline (if provided) - Timeline: 4 weeks (confirmed). Budget: Not provided. J) Acceptance criteria - Define “launch-ready” checklist (forms tested, mobile QA, redirects): Not provided. ## 2) 60-Min Discovery Call Agenda - 0–5 min: Goals + success definition (Outcome: align on what “qualified inquiry” means) - 5–15 min: Users + key journeys (Outcome: top 2 journeys per audience) - 15–30 min: Scope confirmation (pages, forms, SEO basics) (Outcome: confirmed scope) - 30–40 min: Content + assets (Outcome: what client will deliver and by when) - 40–50 min: Stakeholders + approval workflow (Outcome: approval map + turnaround time) - 50–60 min: Risks + next steps (Outcome: timeline checkpoints + responsibilities) ## 3) What We Need From You (checklist) - Final copy for 6 pages (by agreed date) - Brand assets (logo, fonts, color references) (Not provided) - Access to current website/CMS (Not provided) - Form routing requirements and inbox/CRM destination (Not provided) - Approval owners and process ## 4) Red Flags To Watch (bullets, based on constraints) - Approval turnaround exceeds 2 business days (timeline risk). - Scope expands beyond “homepage + 6 pages” without trade-offs. - Missing content/brand assets delays design and QA. ## 5) Summary Email Template (short) Subject: Discovery Summary – Website Redesign Next Steps Hi Emma, thanks for the discovery call. We aligned on the goal to improve lead conversion and modernize the brand within a 4-week timeline. Next, we need final copy for 6 pages, brand assets (Not provided), and confirmation of form routing + approval owners. Once received, we’ll confirm milestones and begin design. Best regards, ## 6) Open Questions (max 3) 1) What CMS/platform is the current site on, and who can grant access? 2) What form routing is needed (email inbox, CRM, SLA)? 3) Who are the decision-makers/approvers for design and content?