The Discovery Process is a key phase in 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 business and to shape your perception of the best way to reach your goals. During the discovery phase, Flowbird will uncovers your needs, challenges, and desired results, which we’ll use to create an insightful, goal-oriented plan.


We will analyse the sales and marketing of a single product or service that your business sells. This analysis will reveal opportunities for improvement and provide a focus for your marketing objectives.

  • Identify a single product or service to focus on in your marketing.
  • Identify a single gap in your sales and marketing efforts to address and solve


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 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

Marketing Automation Platform – Support Packages

Following on from the success of the Discovery Process we offer these optional marketing support packages:

GoodyBag Marketing Support

  • Marketing Support with any element of the Selected Marketing Automation Platform

Monthly Marketing Support (Retainer)

  • Marketing Support with any element of the Selected Marketing Automation Platform