Paid Discovery

Paid Discovery

Hello and welcome! In this portal you will find all the documents and deliverables for our Roadmapping session. This has been designed to give you a clear picture of where you are now, where you want to be in the next 12-18 months, and the most efficient route for you to get there.

How to contact us

Your main contact for this project is Timothy Dell. You can reach him via email here if you have any questions throughout the process.

Your session

Your session is scheduled for September 5 2025 at 2pm EST. You can find details about what to expect along with handy checklists and other resources in the portal below. This is also where your report will be stored when it’s ready, and this portal will be kept active for you to refer back to any time.

OnboardingCurrent Phase

Discovery SessionNext Phase

September 5, 2025Session Date

Phase 1

Onboarding

Welcome A quick introduction from us and what to expect

NDA A copy of the signed Non-Disclosure-Agreement

NDA A copy of the signed Non-Disclosure-Agreement

nda

Intake Questionnaire This questionnaire helps us to understand your business

Discovery Agenda The rough agenda for our call and what to expect

Discovery Agenda The rough agenda for our call and what to expect

https://docs.google.com/document/d/1Vx3HN2j6y9l2-A81Amvg8uH9q-NUwJEekdjKQ7k9AEU/edit?usp=sharing

Discovery Checklist A checklist to help you prepare for our session

Discovery Checklist A checklist to help you prepare for our session

https://www.dropbox.com/scl/fi/ehwimr075lmqoasho7pin/Checklist.pdf?rlkey=s7szikmx5up3ye0kv7kb4o5ig&dl=0

Phase 2

Discovery Call

Join the call Click here to join the call on our scheduled date

Join the call Click here to join the call on our scheduled date

https://meet.google.com/landing

Meeting notes A collaborative document where we can take notes for the call

Meeting notes A collaborative document where we can take notes for the call

https://docs.google.com/document/d/11Xc-rDtQ9GA3pGUOJ3Y9oe7dr-jiEMp76qYnRGXkzd0/edit?usp=sharing

Call recording A recording will be available here after our session

Call recording A recording will be available here after our session

Phase 3

Assets

Your report Download your final report from our session

Your report Download your final report from our session

Proposal Our proposal for completing the tasks outlined in your report

Proposal Our proposal for completing the tasks outlined in your report

Next steps An outline of our recommended next steps for your business

Next steps An outline of our recommended next steps for your business

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