Discovery: Find Out What's Holding Your Business Back
Uncover the root cause of your growth challenges — and identify your biggest opportunities to scale predictably.
Why Discovery Matters
You Can't Fix What You Can't See
Most owners come into Discovery thinking they have a marketing problem — but it inevitably turns out to be a systems problem. What feels like randomness is actually fixable once you can finally see what’s happening behind the scenes.
Before you can scale your trades or home services business, you need clarity on what's actually working — and what's not.
The Discovery phase is where we assess your entire growth system — across marketing, sales, and operations — to identify where leads are getting lost, where your team is misaligned, and where your processes are breaking down.
Discovery isn't guesswork. It's diagnosis.
And it's the first step toward building systems that run smoothly from first lead to repeat customer — without you having to hold it all together.
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How We Uncover What's Slowing Your Growth
Our process combines data analysis, system audits, and conversations with your team to give you a complete, objective picture of where your business stands today.
Kickoff Call
A 30-minute session to review your business, align on what we'll assess, and schedule your three discovery sessions.
Three Discovery Sessions
Three 90-minute deep dives into your Marketing, Sales, and Operations — assessing where you are today versus where you need to be across five critical areas:
People
We evaluate your team structure, roles, and accountability. Who's responsible for what? Where are the gaps that slow things down or cause confusion?
Process
We review how leads move through your business — from first contact to completed job to follow-up. Where do leads fall through the cracks? Where do handoffs break down?
Data
We audit what you're tracking (or not tracking) and whether your numbers are reliable. Can you trust your data to make decisions? Do you know which marketing actually brings in jobs?
Tech
We investigate your current tools and how they're connected. Are your systems helping you scale — or creating more manual work?
Enablement
We assess whether your team has what they need to execute consistently — checklists, templates, training, documented processes. Or is everything living in people's heads?
Secure Client Portal
Get access to your private workspace — where all meeting recordings, findings, and deliverables live. This portal stays active throughout your entire journey with Funnel Forward, so everything is organized and easy to find.
Clear Insights. Prioritized Actions. A Roadmap Forward.
Discovery Report
A comprehensive report detailing:
▫️What's working and what's not across marketing, sales, and operations
▫️Where revenue is leaking and why
▫️Prioritized recommendations for what to fix first
▫️Clear next steps mapped to real business outcomes
Executive Debrief Call
A 60-minute walkthrough with you (and your leadership team, if applicable) to:
▫️Review the Discovery Report findings
▫️Discuss insights and answer questions
▫️Align on priorities and determine next steps
▫️Decide if moving into the Design phase is the right move
What Makes Our Discovery Different
More Than an Audit — It's a Roadmap
Most business assessments tell you what's broken and stop there.
We don't just identify problems — we prioritize solutions and connect every finding to tangible outcomes for your business.
Our proven framework ensures every Discovery engagement follows a consistent, repeatable process — so you know exactly what to expect and how progress will be measured.
You'll walk away with clarity on:
- What's slowing your growth — and the specific impact on your revenue
- What to fix first — prioritized by impact and urgency
- How these issues are connected — so you're fixing root causes, not symptoms
- What the next steps should be — whether that's Design or something else
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Is Discovery Right for Your Business?
Discovery is ideal if:
✅ You know something's off, but you're not sure where to start
✅ Leads are slipping through the cracks and you don't know why
✅ Your team is working hard, but results feel unpredictable
✅ You've invested in tools or people, but growth still feels chaotic
✅ You're doing $750k–$5M in revenue and ready to build systems that scale
Not sure if you're ready?
Take our Business Systems Scorecard to see where you stand.
Your Next Steps — Based on What We Find
After Discovery, you'll have two options:
Move into Design (Recommended)
If you're ready to see exactly what your growth foundation should look like, we'll create a detailed visual blueprint showing how your marketing, sales, and operations should work together — mapped out and ready to implement.
Implement on Your Own
You'll have a prioritized roadmap of what needs fixing and why. However, without the detailed blueprint from the Design phase, implementation will be more challenging and may take longer.
No pressure. No hard sell.
Discovery gives you clarity regardless of what you choose to do next.
Investment & Timeline
Investment
Timeline
Your Time Commitment
What Comes Next
Once Discovery is complete, you'll have the clarity and confidence to move forward — whether that's into Design, addressing foundational gaps, or implementing on your own.
NEXT STEP: 👉 Design — Blueprint Your Growth Systems
Ready to Get Started?
Your business can't scale predictably until you know what's holding it back.
Start your growth journey with clarity, structure, and a plan that actually works.