Discovery & Strategy Session

A focused working session to clarify scope, priorities, and the right path forward before any project or build begins.

What This Is

This session is a required first step for all new clients. It’s designed to bring clarity to your goals, identify gaps, and determine the best solution before moving into execution.

We’ll review your current setup, talk through your objectives, and outline a clear plan forward.

What’s Included

• Pre-session intake questionnaire

• 60–90 minute working session (video call)

• Review of your current tools, systems, or website

• Strategic recommendations tailored to your needs

• Written summary with next steps

Who This Is For

• Business owners preparing for a website, marketing, or automation project

• Teams who want expert direction before investing further

• Anyone who wants clarity without committing to a larger build yet

What Happens Next

If we decide to move forward after the session, this work can roll directly into a VIP Build Day or a custom project proposal.