Halyard Consulting
The Importance of Client Discovery
Discovery
A Little Introspection Can Go A Long Way
What is Discovery
● Discovery is a survey presented to the client:
● Understand the objectives of the company.
● Educate u...
4 Segments of Discovery
Boring List of Questions Excluded
Business Information
● Who
● What
● Where
● How
● Why
Goals & Objectives
● Problems
● Issues
● Challenges
Message & Audience
● Target Market
● Competitors
● Industry
● Social Media Profiles
Design & Layout
● Favorite Colors
● Key Elements
● Visitor Actions
● Analytics
Don’t Overwhelm
● Halyard Asks 25 Succinct Questions.
● If we could do it in less we would.
● Seen 50 to 100 Question Surv...
Contact Us
Phone: 800-641-9157
Email: jgoodman@halyardconsulting.com
Website: http://halyardconsulting.com
Facebook: https...
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The importance of client discovery for successful launch of projects

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This week on The World of Internet Marketing, host Jonathan Goodman discusses the importance of client discovery. This is the survey given to new clients to better understand their needs and wants. Jonathan explores the four segments of the Halyard Consulting discovery document but stops short of any boring list of questions.

Published in: Internet, Technology, Business
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Transcript of "The importance of client discovery for successful launch of projects "

  1. 1. Halyard Consulting The Importance of Client Discovery
  2. 2. Discovery A Little Introspection Can Go A Long Way
  3. 3. What is Discovery ● Discovery is a survey presented to the client: ● Understand the objectives of the company. ● Educate us (Halyard) on your company’s goals. ● Asks important internal questions about your company. ● The Dating Website Questionnaire for Businesses. ● NOTE: This isn’t a requirements document.
  4. 4. 4 Segments of Discovery Boring List of Questions Excluded
  5. 5. Business Information ● Who ● What ● Where ● How ● Why
  6. 6. Goals & Objectives ● Problems ● Issues ● Challenges
  7. 7. Message & Audience ● Target Market ● Competitors ● Industry ● Social Media Profiles
  8. 8. Design & Layout ● Favorite Colors ● Key Elements ● Visitor Actions ● Analytics
  9. 9. Don’t Overwhelm ● Halyard Asks 25 Succinct Questions. ● If we could do it in less we would. ● Seen 50 to 100 Question Surveys: ● Maybe for Fortune 500 not SMBs.
  10. 10. Contact Us Phone: 800-641-9157 Email: jgoodman@halyardconsulting.com Website: http://halyardconsulting.com Facebook: https://www.facebook.com/halyardconsulting Twitter: https://twitter.com/HalyardConsult Google+: https://plus.google.com/+JonathanGoodman/ YouTube: https://www.youtube.com/user/halyardconsult
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