What to ask during website discovery

Season 37 - Episode 7 | Featuring Lee Matthew Jackson

December 2, 2020

What to ask during website discovery

Ever wondered what questions to ask during a basic website discovery? Worried you might not capture everything you need to put together a winning proposal? In this episode I share the essential questions we use for our initial website discovery. This helps us to collate enough information to create an accurate reverse brief and to establish a reasonable budget.

Business discovery

  • What does your business do and who do you do it for?
  • What are your main pain points as a business?
  • Where do you feel your biggest weaknesses are?
  • Who is your target audience, and what do they need?
  • Who are the people responsible for making project and spending decisions?
  • Can the decision maker confirm the pain points listed are in fact the correct ones that the business should be focusing on?

Problem exploration

  • Define the problem
  • Review the data
  • Understand the cause
  • Establish the financial implication
  • Brainstorm solutions
  • Owners and deliverables
  • How will we measure success


  • What would your order of priority be if you were to tackle these problems one by one?
  • What budget have you put aside for this project?
  • What is the timeline for delivery you require?

Next steps

  • Wrap up and set expectations
  • Develop a reverse brief
  • Send a proposal
  • Close

Content upgrade

In order to charge the right price and to deliver your client’s dream website there are some essential questions you need to ask.

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Trailblazer Project Discovery Blueprint

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A well run discovery session will allow you to unpack the requirements of the job in detail, giving you enough information to map out the full scope of the project – and therefore quote correctly. Unfortunately, the discovery process can be long, costly and complex. Knowing where to start, what to record, and how to present it can be overwhelming.

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