Discovery Process – Marketing

The transition of a company’s public facing website, away from IT Department responsibility and over to the Marketing department is becoming more prevalent. This is because, in many cases a website is a marketing and lead generation tool that also carries brands visual image. With our Discovery process, we look to identify the project overview, success criteria, communication preferences, milestones and more, in order to set expectations early creating a set finish line.

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*This is a more lengthily form – please use your laptop or desktop to complete – thank you!

  • Discovery Process - Marketing

  • Drop files here or
    Accepted file types: pdf.
    PDF only please and within 20MB

  • This helps us determine our capabilities and put together realistic recommendations. Even a rough estimate is helpful.

  • Project Specific - Managers & Official Signers involved in project

  • Rough estimate

  • Project Specific - Your Audience

  • (i.e. Customers, Idea's, Project)

  • Company Specific - General Look and Feel

  • Company Specific - General Structural Planning

  • Project Specific - Project Management / Process

  • Project Specific - Websites Features - to the best of your ability, please check all boxes that will apply to this project

  • Project Specific - Post Development - Change Management / Maintenance

  • Is there anything else that you would like to note about the project?

  • On behalf of CrossLeaf and your Account Manager, thank you kindly for taking the time to complete this Discovery form.


Understanding your brand, audience, industry, desired impression and marketing guidelines is crucial to any public facing visual presentation.  This Discovery form begins to collect those requirements along with your project overview and engagement process.

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Understanding the goals and objectives from your IT Department will enable us to commit to actionable in-scope requirements, that when completed, will result in a job well done.  This Discovery form is made for an IT Department.

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Keeping your data collected and stored safely is important to any small, or large sized company.  If you have security standards, then we need to know about them.  This Discovery form is meant to review your cyber security requirements.

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Return back to our Project Management overview page to learn more about our process and the way we approach new and current tasks.

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