Module Five: Swipe files

We have collated our email history, anonymized and created templates for you to repurpose for your discovery projects.

Your swipe files

• Tools
  
  What we use for data collection during a discovery
  • Airtable – The Airtable Base we use to gather all our discovery data
  • Spreadsheet – An Excel/Google Sheets alternative to our Airtable Base
• Build process
  
  The process we communicate to our clients for most web builds big or small
  • Spreadsheet – Our detailed web design and build project template
  • Document – The standard process breakdown we provide potential clients
• Pricing
  
  Video workshop and spreadsheet for pricing calculations
  • Video – How we calculate our pricing based on resource. Copy the spreadsheet
• Discovery swipes
  
  Documents and emails we use in communications during discovery.
  • Document – User stories example with agenda NEW
  • Document – Agenda outlining each discovery phase NEW
  • Email – Introducing the concept of discovery to the client NEW
  • Email – Common objection responses NEW
  • Email – Cover email for final document and proposal NEW