Book your Free Sales Process Discovery Call

A discovery call is a great place for you to start. It gives us a chance to discover more about your business and to make sure we’re going to be a good fit for each other. Before starting to work with us we need to understand your company and your current position. This enables us to build a picture of your desired outcomes and how we are going to work together.

The Discovery Process is a key phase at the beginning of a new relationship. It helps to build trust and sets the stage for any successful project. The goal is to assist you in discovering what you really want from your professional service business and to shape your perception of the best way to reach your goals. During the discovery phase, Flowbird will uncover your needs, challenges, and desired results, which we’ll use to create an insightful, goal-oriented plan.


We will analyse the service you offer and establish any sticking points or bottlenecks. This analysis will reveal opportunities for improvement and provide a focus for your objectives.


By directly addressing the gap in your sales and marketing efforts, we will then identify a single and narrow tactic for your business. Together, we will co-create an action plan that lays out the assets, content, tools, and skill required to execute the marketing campaign for your business. Identify a single, narrow tactic to address your sales and marketing gap. Plan out the assets and content needed to build and launch the tactic a week later


We will use your content and assets to build the sales and marketing automation and we will test launch our tactic to a segment of your customers. Build tactics and import relevant contacts. Test launch your sales and marketing tactic to a subset of customers


After the test launch, we will monitor the performance of your sales and marketing process through the dashboard. We will optimise your content and any other elements of the campaign before we go for a broader launch. Reporting dashboard built for the main user. Review test launch results. Optimise content and processes for a broader launch.


We will map your next move by reassessing your needs and developing your next Action Plan for continued success. By repeating the process, we will see incremental improvements to your business. A new assessment on your business now the first tactic has launched. Clear Action Plan on next steps for continued progress


Monthly Marketing Support (Retainer). Marketing Support with any element of the Selected Marketing Automation Platform. This package is ideal for those who know what they want to do and just need a guiding hand. Marketing support covers every aspect of the Selected Marketing Automation Platform. We provide one-to-one online training, assisting with the building of emails, landing pages, workflows etc.

Once you have requested a discovery call we will email you a list of questions that we will cover on the call.

The Market
  1. What is your target market?
  2. Do your target markets overlap at all? (overlapping interests, similar news sources, etc.)
  3. Describe in detail your best customers.
  4. Describe in detail your ideal customers.
  5. Describe in detail your worst customers.
  6. What demographics and psychographics do you have about your target market?
Business Goals

What Does The Discovery Process Look Like?

Phone Call

A quick 10 to 15 min chat over Zoom to establish if we are able to help you in your quest for more automation.


If we both decide to go ahead then will forward you a more in-depth questionnaire so that we can dig deeper into your exact requirement and goals

Second Call

Once you have completed the second call, we will arrange another more in-depth Zoom session to discuss things in more detail. Normally this will last somewhere between 45 min and 1 hour.

Offer a Solution

Having firmly established that we can help we will provide yours with a detailed quotation. If your requirements are complex, then this will most likely include a 1 to 2-day onsite consulting exercise, which is chargeable.

Ready to talk?

It’s time to nurture your leads more effectively, increase your revenue and grow your customer base.