1. Paid Discovery
1.1. Website — Contact form
1.2. Email response — with schedule a 15 minute intro call Calendly link.
1.3. Intro call: Using the "Intro call to Discovery" script document. [LINK HERE]
1.4. If agreed
1.4.1. Marking deal as "Won" in Pipedrive
1.4.2. Creating an Invoice in AC and sending to email
1.4.3. Creating contract in HelloSign from "Discovery contract template"[LINK HERE]
1.5. Contract signed / Paid
1.5.1. Sending Discovery: INTRO email with all 4 links to choose time
1.5.2. Discovery Call #1 / Zoom
1.5.3. Discovery Call #2 / Zoom
1.5.4. Discovery Call #3 / Zoom
1.5.5. Discovery Call #4 / Zoom
1.5.6. Closing
1.5.6.1. EMAIL: To choose time for Results Call
1.5.6.2. Filled Value Proposition Canvas
1.5.6.3. in ZOOM: Send Specific Typeform Evaluation link
1.5.6.4. EMAIL: Send "Final email" with all links and materials + possible next steps and Typeform reminder
1.5.6.5. PIPEDRIVE: Move to For Future (After discovery) Pipeline to contact in a month
2. Paid Discovery
2.1. Discovery session / Business Overview
2.1.1. What business are you in? 1st part
2.1.2. What business are you in? 2nd part
2.1.3. Why do you do what you do?
2.1.4. What's unique about your business?
2.1.5. Where do you find customers?
2.1.6. Walk me through your sales funnel?
2.1.7. What's the promise your product/service makes?
2.1.8. What are the products that are most profitable?
2.1.9. What are some products/services in your field that you WILL NOT do?
2.1.10. Who are the key stakeholders in your business? What are their names and positions?
2.2. Discovery session / Stated needs
2.2.1. Do you already have a requirements list?
2.2.2. What are the big problems you are trying to solve?
2.2.3. Have you determined what success would look like yet?
2.3. Discovery session 2 / Understanding your client's customer
2.3.1. Who are their customers?
2.3.2. Do different customers buy different products?
2.3.3. When first meeting a potential client, what is the first question they ask you?
2.3.4. What pains/problems do they have?
2.3.5. What is the solution that you provide?
2.3.6. Are there any personality traits that uniquely identify them?
2.4. Discovery session 2 / Customer value
2.4.1. What is a new customer worth to your business?
2.4.2. How long to your customers stay with you?
2.4.3. Do you know the cost to aquire/maintain a customer?
2.5. Discovery session 3 / Client's competition and market
2.5.1. What's the range that you're CURRENTLY targeting? (Local, Regional, National, International)
2.5.2. What would you consider the biggest opportunity is in the market?
2.5.3. Who are your key competitors? In the physical world? / Online
2.5.4. What awards/recognition can we point to for your business?
2.5.5. Do customers review you? If so, where?
2.6. Building Value Proposition Canvas
2.6.1. Strategyzer.com Trial account
2.7. Compose this into solution presentation
2.7.1. Readymag template
3. Project Core
3.1. Paid Discovery
3.1.1. Website — Contact form
3.1.2. Email response — with schedule a 15 minute intro call Calendly link.
3.1.3. Intro call: Using the "Intro call to Discovery" script document. [LINK HERE]
3.1.4. If agreed
3.1.4.1. Marking deal as "Won" in Pipedrive
3.1.4.2. Creating an Invoice in AC and sending to email
3.1.4.3. Creating contract in HelloSign from "Discovery contract template"[LINK HERE]
3.1.5. Contract signed / Paid
3.1.5.1. Sending Discovery: INTRO email with all 4 links to choose time
3.1.5.2. Discovery Call #1 / Zoom
3.1.5.3. Discovery Call #2 / Zoom
3.1.5.4. Discovery Call #3 / Zoom
3.1.5.5. Discovery Call #4 / Zoom
3.1.5.6. Closing
3.1.5.6.1. EMAIL: To choose time for Results Call
3.1.5.6.2. Filled Value Proposition Canvas
3.1.5.6.3. in ZOOM: Send Specific Typeform Evaluation link
3.1.5.6.4. EMAIL: Send "Final email" with all links and materials + possible next steps and Typeform reminder
3.1.5.6.5. PIPEDRIVE: Move to For Future (After discovery) Pipeline to contact in a month
3.2. Week 1
3.2.1. Project Creating
3.2.1.1. Fimga
3.2.1.2. ActiveCollab
3.2.1.3. Slack channel (if needed)
3.2.2. Intro Kick-off meeting
3.2.3. Value Proposition Canvas
3.2.4. Moodboard Pre-creation
3.2.5. Project Timeline
3.2.6. Figma Guide (with moodboard created)
3.2.7. Moodboard Created
3.2.8. Moodboard Commented
3.3. Week 2
3.3.1. Core UI + styleguide
3.3.2. Core UI created
3.3.3. Discuss PulsePack and DesignSystem team
3.3.4. Layouts/pages 50%
3.3.5. Layouts/pages done
3.4. Week 3
3.4.1. Layouts/pages finalizing
3.4.2. Layouts/pages adaptive for web/mobile
3.5. Week 4
3.5.1. Mastering
3.5.2. Q/A session + Typeform for Client
3.5.3. Discuss next steps (if needed)
4. Design System team
4.1. Month 1
4.1.1. Q/A Session / Introduction
4.1.2. Compose DesignSystem Flow in Github
4.1.3. Figma Team Library implementation
4.1.4. Build front-end components architecture (Atomic)
4.1.5. Build storybook.js part 1
4.2. Month 2
4.2.1. Build storybook.js part 2
4.2.2. Implement marketing and resources
4.2.3. Brand/Product design principles
4.2.4. UI tests implementation (Puppeteerjs)
4.2.5. Implementation process audit
4.3. Month 3
4.3.1. Build missing components
4.3.2. Refactoring components
4.3.3. Figma embed implementation
4.3.4. Implementation process audit
4.3.5. Overall brand style art-direction audit
4.4. Month 4
4.4.1. Building UserFlowMap from screenshots with commenting ability
4.4.2. Summing things up
4.4.3. Implementation process audit
4.4.4. Q/A Session with team regarding building from components
4.4.5. Q/A Session with managers how to build from Figma Team Library
5. Low-priority audit
5.1. Recurring Month
5.1.1. Build new components if needed (if this is app)
5.1.1.1. Figma components with comments how to use
5.1.2. New pages design audit (if this is our design)
5.1.2.1. Connecting Puppeteerjs
5.1.2.2. Screenshots with comments
5.1.3. Copy and Product Value audit (outside view)
5.1.3.1. Screenshots with comments
5.1.3.2. Google doc with discussion
6. Design consistency audit
6.1. Find consistency problems in UI
6.1.1. Screenshots with Puppeteerjs
6.1.2. Find and categorize components
6.1.3. Propose solution what to improve in Figma/Readymag
6.2. Find consistency problems in copy
6.2.1. Propose Copy style
6.3. VPC build
6.3.1. Strategyzer Trial
6.4. Solution overview in Readymag/Figma/Pdf
7. Lead Pipedrive
7.1. Incoming lead
7.2. Adding Deal in Pipedrive
7.3. Moving Deal to right Stage
7.4. Sending emails from Pipedrive
7.4.1. Lead Greetings email
7.4.2. Followup 1 email
7.4.3. Follow up 2 email
7.4.4. Close if FU2 not answering