Design: See Exactly What Your Growth Foundation Should Look Like
Turn Discovery insights into a detailed, visual blueprint that shows how your marketing, sales, and operations should work together — mapped out and ready to implement.
Why Design Matters
From "What's Broken" to "Here's How to Fix It"
Most businesses know something is broken but struggle to articulate the fix. Design turns that fog into a clear, visual plan — one that finally shows what your systems should look like so growth stops feeling accidental.
Discovery told you what needs to change. Design shows you exactly how.
In the Design phase, we take the insights from your Discovery Report and transform them into a comprehensive visual blueprint for your new systems — mapping out your team structure, customer journey, data strategy, tech stack, and the training resources your team will need.
This isn't a generic template. It's a custom-built plan designed specifically around the problems we uncovered in Discovery — and how your business needs to operate to solve them.
Important: Design requires completion of the Discovery phase. Without those insights, we can't build an effective blueprint for your business.
By the end of Design, you'll know exactly what your growth foundation should look like — and have a clear roadmap for building it.
.png "Game Plan - Design Blueprint (Website)")
Before You Book Design
Design requires completion of the Discovery phase.
Discovery uncovers what's broken; Design blueprints how to fix it.
Haven't completed Discovery yet?
How We Build Your Blueprint
Our Design process takes the findings from Discovery and transforms them into a detailed, visual framework you can actually implement.
Kickoff Call
A 30-minute session to review your Discovery findings, confirm design priorities, align on expectations, and finalize the timeline and deliverables.
CRM Vetting & Architecture (If Applicable)
If your current CRM (Customer Relationship Management system) isn't a good fit or you don't have one yet, we'll:
▫️Define your requirements based on how your business operates▫️Research and shortlist the best vendor options
▫️Support you through demos and the selection process
▫️Design your CRM architecture aligned to your People, Process, Data, and Tech blueprint
Secure Client Portal
All blueprints, frameworks, meeting recordings, and deliverables are housed in your secure client workspace — accessible anytime throughout your journey with Funnel Forward.
A Complete Visual Blueprint — Not Just a Report
Comprehensive Design Blueprint
Clear org chart showing roles, responsibilities, and accountability across marketing, sales, and operations. Who owns what? Who reports to whom? How should your team be structured as you grow?
Visual customer journey maps showing how leads should move through your business — from first contact to completed job to repeat customer. Handoff protocols, triggers, and SLAs (service level agreements) between teams.
KPI framework defining what you should track, how it should be measured, and who needs access. Report requirements, CRM properties, and data governance structure.
Tech stack blueprint showing how your tools should connect and work together. Integration plan, automation opportunities, and optimization recommendations.
Framework outlining the training resources, SOPs, playbooks, templates, and policies your team will need to execute consistently.
Executive Debrief Call
A 60-minute walkthrough with you (and your leadership team, if applicable) to:
▫️Review the Design Blueprint in detail▫️Walk through how each piece connects
▫️Answer questions and discuss trade-offs
▫️Align on the implementation path forward
What Makes Our Design Different
Not a Cookie-Cutter Template — A Custom Blueprint Built for You
Most consultants give you a generic framework and call it a day.
We don't do that.
Every Design Blueprint is custom-built around how your business actually operates — your team size, your customer journey, your tools, your growth goals.
The result? A plan you can actually implement — not a shelf-worthy document that never gets used.
What makes it different:
✅ Highly visual — You don't need to read 50 pages to understand it; you can see how it works
✅ Actionable — Every element is designed to be implemented, not just admired
✅ Connected — People, Process, Data, Tech, and Enablement are designed to work together as a system
✅ Yours to keep — Whether you implement with us or on your own, the blueprint is yours
.png "Connected System - Design Blueprint (Website)")
Is Design Right for Your Business?
Design is ideal if:
✅ You've completed Discovery and know what needs fixing
✅ You're ready to see exactly how your growth foundation should be structured
✅ You want a clear, visual plan before you start building or changing systems
✅ You're committed to doing things the right way — not just quick fixes
✅ You're doing $750k–$5M in revenue and ready to build systems that scale
Haven't done Discovery yet?
Start with Discovery to diagnose what's broken first.
Your Path Forward After Design
Once Design is complete, you'll have a detailed blueprint showing exactly how your growth foundation should work. From there, you have three options:
Move into Deploy + Drive (Recommended)
Move into Drive after Self-Implementation (Conditional)
- Your CRM is industry-specific with built-in workflows (less custom configuration needed)
- We've gained sufficient familiarity with your tool during Discovery/Design
- You commit to implementing the Design blueprint as specified
- You confirm implementation matches the blueprint before we finalize documentation
- Your CRM requires significant custom configuration
- We haven't gained tool familiarity during earlier phases
- Your implementation deviates significantly from the Design blueprint
Implement on Your Own
No pressure. No hard sell.
Design gives you a clear plan regardless of what you choose to do next.
Investment & Timeline
Design Only (CRM already selected)
PAYMENT OPTIONS: Full payment upfront, or Monthly billing over up to 4 months
Design + CRM Vetting
Do You Need CRM Vetting?
Not Sure Which Package You Need?
You likely need CRM vetting if:
❓ You don't have a CRM yet
❓ Your current CRM doesn't fit how your business operates
❓ You're not sure if your current tool can support your growth
❓ You're using spreadsheets or disconnected tools to track jobs and customers
You likely don't need CRM vetting if:
✅ You have a CRM that fits your business well
✅ You've recently invested in a new system and want to optimize it
✅ Your Discovery Report confirmed your current CRM is a good foundation
Still not sure?
We'll help you determine this during your Discovery debrief or Design consultation.
What Comes Next
Once Design is complete, you'll have a visual blueprint showing exactly how your business should operate.
From there:
▫️Deploy — We build your systems based on the blueprint and train your team to use the tools
▫️Drive — We create documentation and orient your team to their new enablement library
▫️DIY — Implement the blueprint yourself with your internal team
NEXT STEP: 👉 Deploy — Build Your Systems
Ready to See Your Blueprint?
If you've completed Discovery and know what needs fixing, it's time to see exactly how to fix it.
Get a clear, visual plan built specifically for your business — ready to implement.