Discovery Process

Turn business complexity into a clear digital plan.

Discovery is where we identify what customers need, how your operation works and which technology will create genuine value. It prevents a polished website from solving the wrong problem.

What discovery covers

Nine areas that shape the right solution.

The depth of each area depends on project scope, but every decision connects back to the customer journey and the way the business needs to operate.

01

Initial consultation

We discuss the business, current situation, project goals, timing and what success should look like in practical terms.

02

Business analysis

We examine services, audiences, internal responsibilities, operational constraints and the problems the project must solve.

03

Customer journey mapping

We map how people discover, compare, enquire, book, pay, receive confirmation and return.

04

Competitor review

We assess relevant market patterns, common expectations and opportunities to communicate more clearly—without copying competitors.

05

Website planning

We define site hierarchy, priority pages, content needs, calls to action and the information required at each decision point.

06

Technical planning

We consider WordPress architecture, hosting, forms, integrations, data flow, accessibility, SEO and future maintainability.

07

Booking workflows

We plan service selection, availability, customer details, staff notifications, confirmation, cancellation and rescheduling where required.

08

Payment workflows

We identify when payment is taken, what the customer sees, how success or failure is handled and how refunds or records are managed.

09

Automation opportunities

We look for repetitive hand-offs that can be made more reliable through CRM, notifications, task creation and connected tools.

Before the consultation

Discovery questionnaire summary.

The questionnaire gives us the essential context before deeper discussion, making consultation time more focused and productive.

  • Business, audience and services
  • Existing website and technology
  • Primary project goals
  • Required pages and content readiness
  • Booking, payment and CRM needs
  • Brand assets and decision-makers
  • Timing, budget range and constraints
How to prepare

Bring the realities—not a finished solution.

You do not need to know which plugins or integrations to use. The most useful input is a clear description of what happens today, where customers struggle and what your team repeatedly handles manually.

Useful examples

  • A customer enquiry from beginning to end
  • A typical booking or payment journey
  • Current emails, forms and spreadsheets
  • Questions customers ask repeatedly
  • Access or compliance constraints
Expected outputs

What you should know when discovery is complete.

Discovery turns broad ideas into documented decisions that can guide scope, design and development.

Requirements summary

Goals, audiences, services, constraints and priority outcomes.

Customer journey map

The key paths visitors and staff need the system to support.

Proposed sitemap

A logical page hierarchy with clear content responsibilities.

Functional scope

Forms, bookings, payments, CRM and automation requirements.

Technical direction

Recommended platform, integrations and architecture.

Project proposal

Deliverables, assumptions, timing and investment for approval.

See how the plan moves into delivery →

Discovery FAQs

What to expect before the build begins.

Is discovery required for every project?

Yes, although its depth varies. Even a smaller website needs enough discovery to confirm goals, content, responsibilities and technical needs.

How long does discovery take?

It depends on scope, stakeholder availability and the complexity of the workflows. The expected timeframe is explained before the process begins.

Do I need a detailed technical brief?

No. Describe the business problem and current process. We translate that information into a suitable technical plan.

Will you review competitors?

Yes, where relevant. The purpose is to understand customer expectations and differentiation opportunities—not to reproduce another company’s design.

What if requirements change later?

We assess the effect on scope, cost, timing and quality. Small refinements may fit the plan; material additions are documented as a change.

Does discovery guarantee a project proposal?

Where the project is suitable and sufficiently defined, discovery leads to a written proposal. If there is a significant mismatch, we will explain it honestly.

Start with clarity, not assumptions.

Share your goals, workflows and challenges. We’ll identify what the website genuinely needs to do.