• Discovery Process

Marketing Discovery Process

Understanding your requirements and building a success criteria.

Each organization and project is unique. A project may differ from its core requirements, operation and change management standards while the organization itself may differ based on it’s brand, values and current strengths.  Documenting the details and establishing a process is very important upfront and early in order to set a project on the right course and define the success criteria.



From web-based ERP Systems 
to lead generating websites. 

  • Discovery Process - Marketing

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    • This helps us determine our capabilities and put together realistic recommendations. Even a rough estimate is helpful.

    • MM slash DD slash YYYY
    • MM slash DD slash YYYY

    • Project Specific - Managers & Official Signers involved in project

    • Rough estimate

    • Project Specific - Your Audience

    • (i.e. Customers, Idea's, Project)

    • Company Specific - General Look and Feel

    • Company Specific - General Structural Planning

    • Project Specific - Project Management / Process

    • Project Specific - Websites Features - to the best of your ability, please check all boxes that will apply to this project

    • Project Specific - Post Development - Change Management / Maintenance

    • Is there anything else that you would like to note about the project?

    • On behalf of CrossLeaf and your Account Manager, thank you kindly for taking the time to complete this Discovery form.

    • This field is for validation purposes and should be left unchanged.