On today’s episode, Carrie interviews Jordon Rupp the man who can help you create your digital strategy and online presence. He and Carrie discuss the process of discovery and the role it plays in a development project. Discovery is an information-gathering process meant to dig deep into the details of what is important to a client’s business, target audience, and industry. Scope and depth of research and inquiry will differ from project to project, but the results are the same: valuable data.
Jordon Rupp has many years of experience as the Managing Director and Lead Developer of InDevelopment LLC.
What you will learn in this episode:
- The Discovery process is almost an art determining the needs of your client or project.
- Discovery is different from the scoping process because you are asking what is needed for the overall website or project. The project scope is developed from the discovery questions.
- A client may be directed to you through your website or by a referral.
- You are leading and coaching the client to get the information needed to do the work.
- The first discussion with the client is usually scheduled through a phone call where you may be hand holding and guiding the conversation.
- If this a new business or a new idea you need to provide the guidance and share your expertise.
- You are trying to find out what the client is looking to get out of their investment.
- You will find if you are a good fit with the client or project if you perform the discovery process correctly.
- You may find that the project needs a larger team or be referred to an agency.
- Jordon’s initial consultation is done free of charge.
- As you revise your discovery process, you will tailor the type of clients you will begin to work with.
- You need to have that difficult discussion of the budget.
- What the client tells you is not necessarily what they need or want. Your years of experience will help with the discovery.
- The discovery document that is produced will be the start of a site map.
Some Questions to ask the client during Discovery:
- What are you trying to achieve?
- What technology or assets do we need to accomplish the project?
- What is the budget available?
- Do you have a current website?
- Do you need an eCommerce site?
- Why are you migrating your website?
- What is going well (or not going well)?
- Do you have content?
- Will you need a copywriter to produce your content?
- What are the technical assets needed? Do you need a shopping cart?
- What is the expected revenue the first year after the website launch?
Automating the Discovery process:
- A filter exists between the request and the scheduled phone call where guided questions are answered on a form.
- A budget drop down on the contact form with budget ranges can help filter out potential clients.
- You can group items into custom themes that can be offered for people with specific budgets.
- The questionnaire on the website will help with the major components needed for the proposal.
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