Discovery & Strategy Process
Discover Your Brand Purpose & Align It with Your Business Objectives
About Our Discovery Process
Uncover what your business truly needs
We know you’re excited to start developing your brand strategy, marketing your products, or building your website. But it won’t go far without a proper Discovery & Strategy Process. As the saying goes, “anything worth doing is worth doing right.”
Imagine going on a road trip...
You can have a destination, but if you don’t know how to get there or plan for the trip, you’ll be in trouble. Likewise, if you set out on the road without a destination you’re very likely to get nowhere quickly.
There’s a time and place...
for jumping into the deep end of the pool… and then there’s a time when a proper strategy and action plan is the way to go. Our Discovery & Strategy Process is what helps you gain clarity on your brand, brand strategy, marketing, sales process, culture, infrastructure, web, and more.
Depending on your needs, our Discovery & Strategy Process usually consists of multiple virtual meetings, plus homework for both you and us, in which we will uncover:
Your Business Goals
Your Competitors
Your User Personas
Your Brand Personality & Positioning
Your Marketing Strategy & Timeline
Technology requirements
Data, processes, integrations, and automation
What You Can Expect From Our Unique & Time-Tested Discovery & Strategy Process
Together
Start line
Schedule our first meeting
You
Gather the ingredients
Share any existing (relevant) ideas, information, and assets
TOGETHER
First official meeting
Do our first call and schedule the next set of meetings
TOGETHER
Design Thinking oriented process
Discover your true you, your processes, goals, strategy & more through multiple (virtual) recorded meetings
Kick-off Project Phase...
CHYKALOPHIA
Put everything together
We update the notes and documentation with new findings after each meeting
You
Homework & research
After each session, do your homework (if any) and be ready for the next call
CHYKALOPHIA
A summary of everything
After the last call, we compile all the notes, ideas, and strategies into a comprehensive playbook, plus accompanying resources, and share those with you
TOGETHER
Finish line
We will have one finalizing call to walk through the final deliverables
Our Clients
They have benefited from our Discovery Process…
…now it’s your turn!
Packages
Find the package that meets your needs
Brand Strategy
- Recommended for small businesses or <3 year-old companies
- Craft & Discovery:
- Brand Voice
- Brand Direction
- Brand Creatives
- Brand Colors
- Brand Tone
- Targeting
- Desired conversion strategies
- Deliverables:
- Brand Guidelines
- Brand Strategy
- 2-3 Ideal User Personas
- User Flows
- Highlevel sitemap
Web & Tech strategy
- Recommended for small businesses or <3 year-old companies
- Craft & Discovery:
- Desired tech strategies
- Tech requirements for scalability
- Search Engine Optimization strategies
- Conversion strategies, tactics and goals
- User flows
- Site layout and structure ideas for conversion
- Data gathering and process strategies
- Deliverables:
- Infrastructure guide
- Technology & tool list
- Data structures
- Integration map
- Security protocols
- Sitemap
- Site design guide
- Site structure guidelines
SaaS Comprehensive Strategy
- (2-month minimum)
- Recommended for small businesses or <3 year-old companies
- Everything in Brand and Web & Tech, plus:
- Technology
- Infrastructure
- Code & development guidelines (DevOps & CI/CD)
- BigData & reporting analytics
- Data flow management
- Integration
- Deployment
- Team & work distribution
- Data structures & databases guide
- Security
- MVP launch
- Launch for VC approach
- Deliverables:
- Deliverables vary by project
- Can include options from Brand Strategy
- Can include options from Web & Tech Strategy
Brand Strategy
- Recommended for small businesses or <3 year-old companies
- Craft & Discovery:
- Brand Voice
- Brand Direction
- Brand Creatives
- Brand Colors
- Brand Tone
- Targeting
- Desired conversion strategies
- Deliverables:
- Brand Guidelines
- Brand Strategy
- 2-3 Ideal User Personas
- User Flows
- Highlevel sitemap
Web & Tech strategy
- Recommended for small businesses or <3 year-old companies
- Craft & Discovery:
- Desired tech strategies
- Tech requirements for scalability
- Search Engine Optimization strategies
- Conversion strategies, tactics and goals
- User flows
- Site layout and structure ideas for conversion
- Data gathering and process strategies
- Deliverables:
- Infrastructure guide
- Technology & tool list
- Data structures
- Integration map
- Security protocols
- Sitemap
- Site design guide
- Site structure guidelines
SaaS Comprehensive Strategy
- (2-month minimum)
- Recommended for small businesses or <3 year-old companies
- Everything in Brand and Web & Tech, plus:
- Technology
- Infrastructure
- Code & development guidelines (DevOps & CI/CD)
- BigData & reporting analytics
- Data flow management
- Integration
- Deployment
- Team & work distribution
- Data structures & databases guide
- Security
- MVP launch
- Launch for VC approach
- Deliverables:
- Deliverables vary by project
- Can include options from Brand Strategy
- Can include options from Web & Tech Strategy
Great news, your first session is on us!
You get a free intro call so we can help you figure out which package is best for your business.
Ravings
Their Love Notes to Us
The team did excellent job in revamping our existing websites, branding & UX. I'm delighted with it and saw a significant increase in organic traffic and leads.
Valarie King-Bailey
CEO, OnShore Technology Group
The team did excellent job in revamping our existing websites, branding & UX. I'm delighted with it and saw a significant increase in organic traffic and leads.
Valarie King-Bailey
CEO, OnShore Technology Group
The team did excellent job in revamping our existing websites, branding & UX. I'm delighted with it and saw a significant increase in organic traffic and leads.
Valarie King-Bailey
CEO, OnShore Technology Group
They build what we need on the platform that we choose. The team bring innovative ideas to the table, understand our business and enabling a successful engagement.
ASHLEY LEAVY
Founder, Love & Light School
They build what we need on the platform that we choose. The team bring innovative ideas to the table, understand our business and enabling a successful engagement.
ASHLEY LEAVY
Founder, Love & Light School
The team were UX savior! They were incredibly strategic, created a seamless process that was easy to follow and went above & beyond the deliverables with added support.
Neha O'Rourke
Founder, Somewhere in Between
The team were UX savior! They were incredibly strategic, created a seamless process that was easy to follow and went above & beyond the deliverables with added support.
Neha O'Rourke
Founder, Somewhere in Between
They go above and beyond in terms of creativity and customization. I also appreciate their flexibility and willingness to indulge in some out-of-the-box thinking.
Laura Sage
Co-Chair, Lynn Sage Breast Cancer Foundation
They go above and beyond in terms of creativity and customization. I also appreciate their flexibility and willingness to indulge in some out-of-the-box thinking.
Laura Sage
Co-Chair, Lynn Sage Breast Cancer Foundation
Ari, Peter and their team helped me take the web work off my plate. They understand me, my brand, my voice, and how I work. I knew I was leaving this project in a good hand.
Mel McSherry
Author & Speaker
Ari, Peter and their team helped me take the web work off my plate. They understand me, my brand, my voice, and how I work. I knew I was leaving this project in a good hand.
Mel McSherry
Author & Speaker
Chykalophia team shared our vision for our community website from design, speed, and other various functions including our membership arm.
Ali prato & Blair nelson
Co-Founders, Fertility Rally
Chykalophia team shared our vision for our community website from design, speed, and other various functions including our membership arm.
Ali prato & Blair nelson
Co-Founders, Fertility Rally
We were impressed from day 1. They are xperienced, knowledgeable about creative AND marketing, easy to communicate our needs to, very responsive and incredibly efficient.
Akeelah Kuraishi
CEO, CoFounder, Little Global Citizen
We were impressed from day 1. They are xperienced, knowledgeable about creative AND marketing, easy to communicate our needs to, very responsive and incredibly efficient.
Akeelah Kuraishi
CEO, CoFounder, Little Global Citizen
Chykalophia team is so knowledgeable and patient! My favorite part was the whole communication process and how responsive they are with the project.
Rocio Lane
CEO, Cleancio
Chykalophia team is so knowledgeable and patient! My favorite part was the whole communication process and how responsive they are with the project.
Rocio Lane
CEO, Cleancio
If you’re looking for a collaborative website team that delivers on strategy, design and function, I highly recommend Chykalophia. It will be some of the best money you’ve ever spent.
Noeleen McGrath
Owner, McGrath Comm
If you’re looking for a collaborative website team that delivers on strategy, design and function, I highly recommend Chykalophia. It will be some of the best money you’ve ever spent.
Noeleen McGrath
Owner, McGrath Comm
Book your first free session
Frequently Asked Questions
Our unique and proven Discovery & Strategy Process is the first step in creating strong foundations that get you ready for sustainable growth and scale.
In this process, we will have a number of meetings where we will uncover, discover, and craft your business goals. We can also help align them with your branding, marketing, and/or tech strategies though what’s specifically included depends on what your business needs in its current stage.
We will also discuss your customer-facing operations, your back-office processes, and infrastructure so we can figure out the best approach to lay out your user journey, create UX and website and/or app design, develop your website and/or app, and the overall project timeline, budget, and management.
The result of this whole process will be a coherent, concise, and comprehensive strategy and action plan (a playbook) of what to do, how to do it, what it’ll take to get there, and more.
Our Discovery & Strategy Process is similar to project discovery or project consultation. Meanwhile, product discovery is the first step taken before building a product — namely a web app or mobile app.
After completing the Discovery & Strategy Process, you will get a clear understanding of your well-identified goals, specific target audiences or niches and what they need, and how your business can help them solve their problems. You will also be able to make informed decisions regarding your business, branding, and marketing based on data.
Our discussions will be recorded and summarized in a comprehensive document that we will share with you at the end of the Discovery & Strategy Process. You can refer to this document every time you need to make a decision or change in the future, so you can minimize potential rework and revisions as well as maintain your brand consistency in the long run.
Other than freeing up some time for our calls, we expect you to at least have a basic understanding of your business goals and processes, desired brand perception and target audiences, marketing plan, and expected timeline and budget.
Don’t worry about having all details planned out — we will help you figure them out throughout our sessions.
If you have any, please share with us existing assets, materials, examples, or ideas so we can use them for reference. You are also welcome to bring along a colleague, team member, or other resources that you believe will be useful to be included in our discussions.
Other than in extreme circumstances, we do not offer refunds but you can cancel the project but the fees will still be due.
Though, we are able to pivot and change direction if we all mutually agree there is a better direction to take the discovery process in.
We’re able to change the timeline of the project as well depending on all our schedules and availability.
We accept debit and credit cards as well as checks, though all checks must be cleared first before we begin our sessions and final deliverables … delivered.
Normally no, you won’t. While we make a plan and schedule for the main set of sessions, it’s okay if we need to schedule a few more in order to get through all the items.
Though, if you would like to cover more items (such as going from Package A to Package C), then it would be an additional fee based upon the additional value we provide.
You can cancel up until your first session for a full refund of your deposit. After that, we do not offer refunds except in extremely rare and extreme circumstances.
Jump on an initial session with us and we’ll address any comments, questions, or concerns you may have. 😎
