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.

Phase 1

Onboarding

WelcomeA quick introduction from us and what to expect

NDAA copy of the signed Non-Disclosure-Agreement

1

NDAA copy of the signed Non-Disclosure-Agreement

nda
Download

Intake QuestionnaireThis questionnaire helps us to understand your business

Discovery AgendaThe rough agenda for our call and what to expect

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

Discovery ChecklistA checklist to help you prepare for our session

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

Phase 2

Discovery Call

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

https://meet.google.com/landing https://meet.google.com/landing
Open

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

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

Call recordingA recording will be available here after our session

Nothing here yet. Once links are added, they'll appear here.

Phase 3

Assets

Your reportDownload your final report from our session

Nothing here yet. Once links are added, they'll appear here.

ProposalOur proposal for completing the tasks outlined in your report

Nothing here yet. Once links are added, they'll appear here.

Next stepsAn outline of our recommended next steps for your business

Nothing here yet. Once links are added, they'll appear here.

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