Pre-Discovery Business Assessment Preparation

Thank you for scheduling a meeting with us. Below are some instructions to follow before we meet.

Before meeting with Aquastone, we ask clients to prepare information that will help us better understand your organization, identify operational challenges, and provide more accurate strategic recommendations. The more information available during discovery, the more effective our consultation process becomes.

Our goal is not simply to discuss design services. We use the discovery process to better understand your business systems, communication challenges, customer experience, and long-term growth opportunities.

Please review the following areas before our meeting.

1. BUSINESS OVERVIEW

Please be prepared to discuss:

□ What products or services your organization provides
□ Current business challenges
□ Short-term and long-term growth goals
□ Primary target audience
□ Organizational structure or team size
□ Current business priorities

Why this matters:

Understanding your business goals helps us identify where systems, communication, and operational improvements can support growth.

2. MARKETING & CUSTOMER ACQUISITION

Please prepare information related to:

□ How customers currently find your business
□ Website performance or traffic information
□ Current marketing channels being used
□ Social media platforms currently active
□ Existing lead generation efforts
□ Customer acquisition challenges

Why this matters:

We need to understand how your organization currently generates attention, inquiries, and customer engagement.

3. CURRENT BUSINESS SYSTEMS

Please be prepared to discuss:

□ Current website platform
□ CRM software currently used
□ Project management software
□ Payment systems
□ Automation systems or workflows
□ Customer onboarding process

Why this matters:

Understanding your operational systems helps us identify workflow bottlenecks and opportunities for efficiency improvements.

4. CUSTOMER EXPERIENCE

Please think about:

□ How customers begin working with you
□ Common customer questions or frustrations
□ Where customers stop before purchasing
□ Current communication process
□ Internal approval process
□ Client onboarding process

Why this matters:

Small inefficiencies in customer experience often create large barriers to growth.

5. BRAND & COMMUNICATION MATERIALS

If available, please gather:

□ Website links
□ Brand guidelines
□ Marketing materials
□ Sales presentations
□ Existing reports or publications
□ Competitor examples
□ Existing customer communication materials

Why this matters:

Reviewing current materials helps us evaluate communication clarity and identify opportunities for improvement.

6. BUSINESS PERFORMANCE INFORMATION

If available, please prepare:

□ Estimated monthly revenue
□ Average customer value
□ Current business growth goals
□ Marketing budget
□ Customer retention challenges
□ Operational pain points

Why this matters:

Understanding business performance helps us recommend solutions aligned with measurable outcomes.