{"id":91818,"date":"2023-11-22T09:52:23","date_gmt":"2023-11-22T17:52:23","guid":{"rendered":"https:\/\/honeybook-blog.site.strattic.io\/?p=91818"},"modified":"2023-12-09T10:19:03","modified_gmt":"2023-12-09T18:19:03","slug":"project-discovery-phase","status":"publish","type":"post","link":"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/project-discovery-phase","title":{"rendered":"How to get the most out of your project discovery phase"},"content":{"rendered":"\n<p class=\"has-text-align-center\"><em>The project discovery phase sets the tone for your relationship with your clients, providing you both with the information you need to work together. Learn how to execute a successful discovery stage with this step-by-step guide.<\/em><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"793\" src=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/11\/project-discovery-phase-1024x793.jpg\" alt=\"Man conducting a successful project discovery phase using sticky notes\" class=\"wp-image-91819\" srcset=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/11\/project-discovery-phase-1024x793.jpg 1024w, https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/11\/project-discovery-phase-300x232.jpg 300w, https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/11\/project-discovery-phase-768x594.jpg 768w, https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/11\/project-discovery-phase-1536x1189.jpg 1536w, https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/11\/project-discovery-phase.jpg 2000w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Before you can begin working one-on-one with a client you need a firm understanding of who your client is and what they need from you.&nbsp;<\/p>\n\n\n\n<p>Enter the <a class=\"wpil_keyword_link\" href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/project-discovery-phase\" target=\"_blank\" rel=\"noopener\" title=\"project discovery phase\" data-wpil-keyword-link=\"linked\">project discovery phase<\/a>. This unique stage of client acquisition allows you to get to know your client, their project requirements, and the scope of work they want you to take on.&nbsp;<\/p>\n\n\n\n<p>Read on to learn more about how to conduct a project discovery phase and position yourself for long-term, consistent client success.&nbsp;<\/p>\n\n\n\n<p><strong>Jump to:&nbsp;<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"#definition\">What is a project discovery phase?&nbsp;<\/a><\/li>\n\n\n\n<li><a href=\"#included\">What\u2019s included in the project discovery phase?<\/a><\/li>\n\n\n\n<li><a href=\"#importance\">Why is it important to conduct a project discovery phase?&nbsp;<\/a><\/li>\n\n\n\n<li><a href=\"#participants\">Who should participate in project discovery?<\/a><\/li>\n\n\n\n<li><a href=\"#steps\">What are the steps in a successful project discovery process?&nbsp;<\/a><\/li>\n\n\n\n<li><a href=\"#success\">How do you know if your project discovery phase was a success?&nbsp;<\/a><\/li>\n\n\n\n<li><a href=\"#honeybook\">Improve project discovery with HoneyBook<\/a><\/li>\n<\/ul>\n\n\n\t\t<div data-elementor-type=\"section\" data-elementor-id=\"88486\" class=\"elementor elementor-88486\" data-elementor-post-type=\"elementor_library\">\n\t\t\t<div class=\"elementor-element elementor-element-af8975c e-con-full cta_click e-flex e-con e-parent\" data-id=\"af8975c\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t<div class=\"elementor-element elementor-element-d21be99 e-con-full e-flex e-con e-child\" data-id=\"d21be99\" data-element_type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-bbc2a58 elementor-widget elementor-widget-image\" data-id=\"bbc2a58\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"557\" height=\"665\" src=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/07\/cta-pipeline-banner-merino.png\" class=\"attachment-medium_large size-medium_large wp-image-88497\" alt=\"\" srcset=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/07\/cta-pipeline-banner-merino.png 557w, https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/07\/cta-pipeline-banner-merino-251x300.png 251w\" sizes=\"(max-width: 557px) 100vw, 557px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-a747e99 e-con-full e-flex e-con e-child\" data-id=\"a747e99\" data-element_type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d55b379 elementor-widget elementor-widget-heading\" data-id=\"d55b379\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<span class=\"elementor-heading-title elementor-size-default\">Keep your business organized<\/span>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-657226d elementor-widget elementor-widget-text-editor\" data-id=\"657226d\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Manage each step of your clientflow and ensure nothing slips through the cracks.\u00a0<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-771d280 elementor-widget elementor-widget-button\" data-id=\"771d280\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/hbbadmin.reliablepenguin.com\/signup\" target=\"_blank\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Get started<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\n\n\n\n<span id=\"definition\"><\/span>\n\n\n\n<h2 class=\"wp-block-heading\">What is a project discovery phase?\u00a0<\/h2>\n\n\n\n<p>Your project discovery phase is the period of time when you are working with your client to understand the project scope and how your work fits into your client\u2019s broader business goals and needs.<\/p>\n\n\n\n<p>It\u2019s the initial stage of work that may come directly before or after booking.&nbsp;<\/p>\n\n\n\n<span id=\"included\"><\/span>\n\n\n\n<h2 class=\"wp-block-heading\">What\u2019s included in the project discovery phase?<\/h2>\n\n\n\n<p>The project discovery phase usually includes at least one meeting but may stretch to two or three meetings depending on the scope of the project and the number of people involved.&nbsp;<\/p>\n\n\n\n<p>The project discovery phase involves:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Meeting to discuss project goals, expectations, key performance indicators, and key deliverables<\/li>\n\n\n\n<li>Outlining which key stakeholders are responsible for which aspects of the project<\/li>\n\n\n\n<li>Creating a project roadmap with expected milestones for different portions of the project<\/li>\n\n\n\n<li>Creating project timelines<\/li>\n\n\n\n<li>Establishing or finalizing a project budget<\/li>\n\n\n\n<li>Discussing both project boundaries and professional boundaries to prevent <a class=\"wpil_keyword_link\" href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/avoid-scope-creep\" target=\"_blank\" rel=\"noopener\" title=\"scope creep\" data-wpil-keyword-link=\"linked\" data-wpil-monitor-id=\"635\">scope creep<\/a><\/li>\n<\/ul>\n\n\n\n<blockquote class=\"wp-block-stackable-blockquote stk-block-blockquote stk-block stk-a1547a0 is-style-default\" data-v=\"2\" data-block-id=\"a1547a0\"><div class=\"has-text-align-left stk-block-blockquote__content stk-container stk-a1547a0-container stk-hover-parent\"><div class=\"stk-block-content stk-inner-blocks\">\n<div class=\"wp-block-stackable-icon stk-block-icon stk-block stk-01d1cc6\" data-block-id=\"01d1cc6\"><style>.stk-01d1cc6 .stk--svg-wrapper .stk--inner-svg svg:last-child{height:35px !important;width:35px !important}.stk-01d1cc6 .stk--svg-wrapper .stk--inner-svg svg:last-child,.stk-01d1cc6 .stk--svg-wrapper .stk--inner-svg svg:last-child :is(g,path,rect,polygon,ellipse){fill:#131416 !important}<\/style><span class=\"stk--svg-wrapper\"><div class=\"stk--inner-svg\"><svg style=\"height:0;width:0\"><defs><linearGradient id=\"linear-gradient-01d1cc6\" x1=\"0\" x2=\"100%\" y1=\"0\" y2=\"0\"><stop offset=\"0%\" style=\"stop-opacity:1;stop-color:var(--linear-gradient-01-d-1-cc-6-color-1)\"><\/stop><stop offset=\"100%\" style=\"stop-opacity:1;stop-color:var(--linear-gradient-01-d-1-cc-6-color-2)\"><\/stop><\/linearGradient><\/defs><\/svg><svg xmlns=\"https:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 50 50\" aria-hidden=\"true\" width=\"32\" height=\"32\"><path d=\"M19.8 9.3C10.5 11.8 4.6 17 2.1 24.8c2.3-3.6 5.6-5.4 9.9-5.4 3.3 0 6 1.1 8.3 3.3 2.2 2.2 3.4 5 3.4 8.3 0 3.2-1.1 5.8-3.3 8-2.2 2.2-5.1 3.2-8.7 3.2-3.7 0-6.5-1.2-8.6-3.5C1 36.3 0 33.1 0 29 0 18.3 6.5 11.2 19.6 7.9l.2 1.4zm26.4 0C36.9 11.9 31 17 28.5 24.8c2.2-3.6 5.5-5.4 9.8-5.4 3.2 0 6 1.1 8.3 3.2 2.3 2.2 3.4 4.9 3.4 8.3 0 3.1-1.1 5.8-3.3 7.9-2.2 2.2-5.1 3.3-8.6 3.3-3.7 0-6.6-1.1-8.6-3.4-2.1-2.3-3.1-5.5-3.1-9.7 0-10.7 6.6-17.8 19.7-21.1l.1 1.4z\"><\/path><\/svg><\/div><\/span><\/div>\n\n\n\n<div class=\"wp-block-stackable-text stk-block-text stk-block stk-2638a0f\" data-block-id=\"2638a0f\"><p class=\"stk-block-text__text\"><em>&#8220;Get as much info as you can upfront<\/em> and be explicitly clear about <em>how or how you cannot help someone. It\u2019s okay if something doesn\u2019t fit in your wheelhouse\u2013prospects appreciate transparency. It\u2019s okay to be an expert in one thing instead of being so-so in ten different things.\u201d &#8211; <\/em>Matthew Eriksen, Brand Designer and Business Coach at <a href=\"http:\/\/goodbrandpartners.com\">Good Brand Partners<\/a><\/p><\/div>\n<\/div><\/div><\/blockquote>\n\n\n\n<span id=\"importance\"><\/span>\n\n\n\n<h2 class=\"wp-block-heading\">Why is it important to conduct a project discovery phase?&nbsp;<\/h2>\n\n\n\n<p>Prioritizing the project discovery phase makes it more likely that the entire project will be successful and you\u2019ll create a lasting client relationship. Remember that 65% of a freelancer or small business owner&#8217;s income <a href=\"https:\/\/smallbiztrends.com\/2023\/07\/customer-retention-statistics.html\">comes from existing clients<\/a>. This means that good relationships with your clients are essential.&nbsp;<\/p>\n\n\n\n<p>During this phase, you can asses any potential risks like budget overruns, and ensure you have a successful plan in place to avoid those potential obstacles.&nbsp;<\/p>\n\n\n\n<p>By standardizing the discovery process, you can ensure clear, consistent communication regardless of which client you\u2019re working with or which project you\u2019re working on. This will ultimately help you produce higher-quality work that meets \u2014 or even exceeds \u2014 client expectations.&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-ugb-container ugb-container cta-pro-tip ugb-0041221 ugb-container--v2 ugb-container--design-basic ugb-main-block\"><style>.ugb-0041221-wrapper.ugb-container__wrapper{padding-top:0 !important;padding-bottom:0 !important}.ugb-0041221-wrapper > .ugb-container__side{padding-top:35px !important;padding-bottom:35px !important}@media screen and (min-width:768px){.ugb-0041221.ugb-container{padding-top:0px !important}}<\/style><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-container__wrapper ugb-0041221-wrapper\"><div class=\"ugb-container__side\"><div class=\"ugb-container__content-wrapper ugb-0041221-content-wrapper\">\n<div class=\"wp-block-ugb-columns ugb-columns ugb-c9eef97 ugb-columns--design-plain ugb-columns--columns-2 ugb-main-block\"><style>.ugb-c9eef97 > .ugb-inner-block > .ugb-block-content > .ugb-columns__item{grid-template-columns:0.20fr 1.80fr !important}<\/style><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-columns__item ugb-c9eef97-content-wrapper\">\n<div class=\"wp-block-ugb-column ugb-column ugb-381f79f ugb-column--design-plain ugb-main-block\"><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-column__item ugb-381f79f-column-wrapper\"><div class=\"ugb-column__content-wrapper\">\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/03\/asset-4.svg\" alt=\"\" class=\"wp-image-83436\"\/><\/figure>\n<\/div><\/div><\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-ugb-column ugb-column ugb-97eb796 ugb-column--design-plain ugb-main-block\"><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-column__item ugb-97eb796-column-wrapper\"><div class=\"ugb-column__content-wrapper\">\n<h4 class=\"wp-block-heading\"><strong>Pro tip<\/strong> <\/h4>\n\n\n\n<p>Have a standardized process in place for project discovery. This makes you look professional to your clients while also ensuring you get the information you need to be successful.&nbsp;<\/p>\n<\/div><\/div><\/div><\/div><\/div>\n<\/div><\/div><\/div><\/div>\n<\/div><\/div><\/div><\/div><\/div><\/div>\n\n\n\n<span id=\"participants\"><\/span>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Who should participate in project discovery?&nbsp;<\/strong><\/h2>\n\n\n\n<p>The project discovery phase isn\u2019t just a meeting between you and your client \u2014 unless, of course, you are the only two people involved in a project.&nbsp;<\/p>\n\n\n\n<p>More often, project discovery should serve as a collaboration between everyone involved in a project, including team leaders, project managers, and individual workers or creatives. Collaborating as a team establishes the importance of collaboration, breaks down barriers between individuals, and ensures that you will be able to continue collaborating throughout the length of the project.&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-ugb-container ugb-container cta-pro-tip ugb-22f5a7e ugb-container--v2 ugb-container--design-basic ugb-main-block\"><style>.ugb-22f5a7e-wrapper.ugb-container__wrapper{padding-top:0 !important;padding-bottom:0 !important}.ugb-22f5a7e-wrapper > .ugb-container__side{padding-top:35px !important;padding-bottom:35px !important}@media screen and (min-width:768px){.ugb-22f5a7e.ugb-container{padding-top:0px !important}}<\/style><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-container__wrapper ugb-22f5a7e-wrapper\"><div class=\"ugb-container__side\"><div class=\"ugb-container__content-wrapper ugb-22f5a7e-content-wrapper\">\n<div class=\"wp-block-ugb-columns ugb-columns ugb-43621b6 ugb-columns--design-plain ugb-columns--columns-2 ugb-main-block\"><style>.ugb-43621b6 > .ugb-inner-block > .ugb-block-content > .ugb-columns__item{grid-template-columns:0.20fr 1.80fr !important}<\/style><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-columns__item ugb-43621b6-content-wrapper\">\n<div class=\"wp-block-ugb-column ugb-column ugb-9def727 ugb-column--design-plain ugb-main-block\"><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-column__item ugb-9def727-column-wrapper\"><div class=\"ugb-column__content-wrapper\">\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/03\/asset-4.svg\" alt=\"\" class=\"wp-image-83436\"\/><\/figure>\n<\/div><\/div><\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-ugb-column ugb-column ugb-2f60f5e ugb-column--design-plain ugb-main-block\"><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-column__item ugb-2f60f5e-column-wrapper\"><div class=\"ugb-column__content-wrapper\">\n<h4 class=\"wp-block-heading\"><strong>Pro tip<\/strong> <\/h4>\n\n\n\n<p>Although everyone on a project should be included in project discovery, not everyone needs to be in every meeting. Brainstorming sessions and project outlines should be held with everyone. Conversations about budgets, on the other hand, may be better conducted in a one-on-one setting.&nbsp;<\/p>\n<\/div><\/div><\/div><\/div><\/div>\n<\/div><\/div><\/div><\/div>\n<\/div><\/div><\/div><\/div><\/div><\/div>\n\n\n\n<span id=\"steps\"><\/span>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>What are the steps in a successful project discovery process?&nbsp;<\/strong><\/h2>\n\n\n\n<p>The project discovery process is essentially a planning stage for your client relationships and projects. If you\u2019ve already booked with the client, you should have a sense of the needs, budget, and timeline. However, these steps will help you determine the precise project boundaries and business requirements.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Timelines and project milestones<\/h3>\n\n\n\n<p>Establishing timelines and project milestones is one of the most straightforward steps in project discovery. It&#8217;s also a critical step. In fact, one report showed that businesses with a <a href=\"https:\/\/www.pmi.org\/-\/media\/pmi\/documents\/public\/pdf\/learning\/thought-leadership\/pulse\/pulse-of-the-profession-2017.pdf\">clear structure for project management <\/a>are 38% more successful than businesses without.&nbsp;<\/p>\n\n\n\n<p>This involves breaking large projects into smaller parts. The project scope will help you establish how many parts it needs to be broken into. For example, if the project is to write a blog post for a client, the timeline can be fairly truncated. You and the client can agree on a date for the first draft, a date for revision requests, and a date for the final draft.&nbsp;<\/p>\n\n\n\n<p>If, on the other hand, the project is (for example) an entire marketing campaign, the timeline is going to be much larger, and there will be many more milestones.&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-ugb-container ugb-container cta-pro-tip ugb-d5fc9bb ugb-container--v2 ugb-container--design-basic ugb-main-block\"><style>.ugb-d5fc9bb-wrapper.ugb-container__wrapper{padding-top:0 !important;padding-bottom:0 !important}.ugb-d5fc9bb-wrapper > .ugb-container__side{padding-top:35px !important;padding-bottom:35px !important}@media screen and (min-width:768px){.ugb-d5fc9bb.ugb-container{padding-top:0px !important}}<\/style><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-container__wrapper ugb-d5fc9bb-wrapper\"><div class=\"ugb-container__side\"><div class=\"ugb-container__content-wrapper ugb-d5fc9bb-content-wrapper\">\n<div class=\"wp-block-ugb-columns ugb-columns ugb-dca529e ugb-columns--design-plain ugb-columns--columns-2 ugb-main-block\"><style>.ugb-dca529e > .ugb-inner-block > .ugb-block-content > .ugb-columns__item{grid-template-columns:0.20fr 1.80fr !important}<\/style><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-columns__item ugb-dca529e-content-wrapper\">\n<div class=\"wp-block-ugb-column ugb-column ugb-200a3a2 ugb-column--design-plain ugb-main-block\"><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-column__item ugb-200a3a2-column-wrapper\"><div class=\"ugb-column__content-wrapper\">\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/03\/asset-4.svg\" alt=\"\" class=\"wp-image-83436\"\/><\/figure>\n<\/div><\/div><\/div><\/div><\/div>\n\n\n\n<div class=\"wp-block-ugb-column ugb-column ugb-77b0970 ugb-column--design-plain ugb-main-block\"><div class=\"ugb-inner-block\"><div class=\"ugb-block-content\"><div class=\"ugb-column__item ugb-77b0970-column-wrapper\"><div class=\"ugb-column__content-wrapper\">\n<h4 class=\"wp-block-heading\"><strong>Pro tip<\/strong> <\/h4>\n\n\n\n<p>Regardless of the scope of your project, create a specific timeline with due dates for each milestone and include clarification of who is in charge of meeting those due dates. Establishing these boundaries early on will make it easier to keep the project running smoothly.<\/p>\n<\/div><\/div><\/div><\/div><\/div>\n<\/div><\/div><\/div><\/div>\n<\/div><\/div><\/div><\/div><\/div><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Technical requirements<\/h3>\n\n\n\n<p>The next step in project discovery is determining your technical requirements. When working through technical requirements with your client, consider the following:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>What tools do you plan to use for <a class=\"wpil_keyword_link\" href=\"https:\/\/hbbadmin.reliablepenguin.com\/blog\/effective-communication-with-clients\" target=\"_blank\" rel=\"noopener\" title=\"client communication\" data-wpil-keyword-link=\"linked\">client communication<\/a>?&nbsp;<\/li>\n\n\n\n<li>What file formats will you submit work in, and where will you submit that work?&nbsp;<\/li>\n\n\n\n<li>Do you have access to the tools you need to track key metrics?&nbsp;<\/li>\n<\/ul>\n\n\n\n<p>You may also want to discuss which tools you do and do not have access to. For example, if a client is asking for SEO-optimized marketing content, do they expect you to already have access to SEO-optimization tools like SEMRush, or are they providing those tools for you?&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Understanding project goals<\/h3>\n\n\n\n<p>Project discovery also requires everyone to understand project goals.&nbsp;<\/p>\n\n\n\n<p>Consider, for example, a client asking a photographer to supply marketing images. Any marketing images satisfy the direct requirements. However, if the photographer understands that the goal of the project is to improve social media engagement during the holidays, they will likely take very different photos than if the goal is to use photos to highlight features on a business proposal.&nbsp;<\/p>\n\n\n\n<p>By establishing project goals as a team, you improve the chances of delivering on or exceeding client expectations.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Understanding potential challenges<\/h3>\n\n\n\n<p>Understanding potential challenges is pivotal during the project discovery phase, not just for anticipating hurdles but also for proactively strategizing solutions to those hurdles.&nbsp;<\/p>\n\n\n\n<p>For example, if you\u2019re a photographer and you need to take product images by a certain deadline, what should you do if the product arrives late? What should you do if a client fails to deliver their portion of a project on time? How will your team adjust the projected timeline to account for these types of challenges?&nbsp;<\/p>\n\n\n\n<p>You can also discuss potential challenges like unexpected market fluctuations or major global events. The more you can try to anticipate potential challenges ahead of time, the more you can assess risks and plan strategies.&nbsp;<\/p>\n\n\n\n<p>Be sure to delve into specific strategies for overcoming challenges, such as implementing real-time adjustments to the project roadmap or recalibrating team roles based on evolving circumstances. This level of detail demonstrates your foresight and instills confidence in your ability to navigate project complexities.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Pulling together the project team<\/h3>\n\n\n\n<p>The final step in conducting a project discovery phase is putting together your project team. This should include not only the individuals working on projects but also points of contact if those individuals are out of the office or unavailable.&nbsp;<\/p>\n\n\n\n<p>Client management software can help you stay in touch with your team throughout the length of the project. This is a great way to remind one another of upcoming deadlines and hold each other accountable for individual portions of projects.&nbsp;<\/p>\n\n\n\n<span id=\"success\"><\/span>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>How do you know if your project discovery phase was a success?&nbsp;<\/strong><\/h2>\n\n\n\n<p>The discovery process is designed to give you all of the information you need to take the next steps on a project. This means that your metrics for a successful discovery phase will depend on what it is that you need to properly address your client\u2019s needs and what it takes to deliver a successful project.&nbsp;<\/p>\n\n\n\n<p>Some questions you might ask yourself to determine if you\u2019ve had a successful discovery phase include:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Do we have a project roadmap?&nbsp;<\/li>\n\n\n\n<li>Do I have all of the information I need to complete my tasks on this project?&nbsp;<\/li>\n\n\n\n<li>Do I know what my client expects from me?&nbsp;<\/li>\n\n\n\n<li>Have we agreed on a budget?&nbsp;<\/li>\n<\/ul>\n\n\n\n<span id=\"honeybook\"><\/span>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Improve project discovery with HoneyBook<\/strong><\/h2>\n\n\n\n<p>It\u2019s one thing to plan for a successful project discovery phase with a single client. It\u2019s something else entirely to set yourself up for continual project success by establishing a discovery process that you can use every time you acquire a new client or take on a new project.<\/p>\n\n\n\n<p>When you establish a discovery process, you create a consistent experience for all of your clients. You never have to worry about whether you\u2019ll forget a step or whether you\u2019ll remember to ask the right questions. Moreover, you can consistently turn around high-quality projects that will exceed your clients\u2019 expectations.&nbsp;<\/p>\n\n\n\n<p>HoneyBook can help. Our all-in-one clientflow platform can help you schedule meetings, send automated questionnaires, and store client information all in one place. Get started with HoneyBook today.&nbsp;<\/p>\n\n\n\t\t<div data-elementor-type=\"section\" data-elementor-id=\"88418\" class=\"elementor elementor-88418\" data-elementor-post-type=\"elementor_library\">\n\t\t\t<div class=\"elementor-element elementor-element-9da3416 e-con-full cta_click e-flex e-con e-parent\" data-id=\"9da3416\" data-element_type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t<div class=\"elementor-element elementor-element-c140b17 e-con-full e-flex e-con e-child\" data-id=\"c140b17\" data-element_type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-88a187a elementor-widget elementor-widget-image\" data-id=\"88a187a\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"527\" height=\"570\" src=\"https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/07\/cta-general-banner-yellow.png\" class=\"attachment-medium_large size-medium_large wp-image-88421\" alt=\"\" srcset=\"https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/07\/cta-general-banner-yellow.png 527w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/07\/cta-general-banner-yellow-277x300.png 277w\" sizes=\"(max-width: 527px) 100vw, 527px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-8393679 e-con-full e-flex e-con e-child\" data-id=\"8393679\" data-element_type=\"container\" data-settings=\"{&quot;jet_parallax_layout_list&quot;:[]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-3d74046 elementor-widget elementor-widget-heading\" data-id=\"3d74046\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<span class=\"elementor-heading-title elementor-size-default\">Centralize your client management<\/span>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-98318f1 elementor-widget elementor-widget-text-editor\" data-id=\"98318f1\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><span style=\"font-weight: 400;\">Capture leads, sell services, manage projects, and nurture client relationships from one platform.\u00a0 All that and more with HoneyBook.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2608d81 elementor-widget elementor-widget-button\" data-id=\"2608d81\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/hbbadmin.reliablepenguin.com\/signup\" target=\"_blank\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Get started<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\n","protected":false},"excerpt":{"rendered":"<p>The project discovery phase sets the tone for your relationship with your clients, providing you both with the information you need to work together. Learn how to execute a successful discovery stage with this step-by-step guide. Before you can begin working one-on-one with a client you need a firm understanding of who your client is [&hellip;]<\/p>\n","protected":false},"author":850,"featured_media":91819,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[20,545],"tags":[508,470,544],"class_list":["post-91818","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business-best-practices","category-mobile-app","tag-client-communication","tag-project-management","tag-scoping"],"acf":[],"featured_image_urls_v2":{"full":["https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/11\/project-discovery-phase.jpg",2000,1548,false],"thumbnail":["https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/11\/project-discovery-phase-150x150.jpg",150,150,true],"medium":["https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/11\/project-discovery-phase-300x232.jpg",300,232,true],"medium_large":["https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/11\/project-discovery-phase-768x594.jpg",768,594,true],"large":["https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/11\/project-discovery-phase-1024x793.jpg",1024,793,true],"1536x1536":["https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/11\/project-discovery-phase-1536x1189.jpg",1536,1189,true],"2048x2048":["https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/11\/project-discovery-phase.jpg",2000,1548,false]},"post_excerpt_stackable_v2":"<p>The project discovery phase sets the tone for your relationship with your clients, providing you both with the information you need to work together. Learn how to execute a successful discovery stage with this step-by-step guide. Before you can begin working one-on-one with a client you need a firm understanding of who your client is and what they need from you.&nbsp; Enter the project discovery phase. This unique stage of client acquisition allows you to get to know your client, their project requirements, and the scope of work they want you to take on.&nbsp; Read on to learn more about&hellip;<\/p>\n","category_list_v2":"<a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/category\/business-best-practices\" rel=\"category tag\">Business best practices<\/a>, <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/category\/mobile-app\" rel=\"category tag\">Mobile App<\/a>","author_info_v2":{"name":"Cait Carter","url":"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/author\/cait-carter"},"comments_num_v2":"0 comments","yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Tips for a Successful Project Discovery Phase | HoneyBook<\/title>\n<meta name=\"description\" content=\"Your project discovery phase sets the tone for your client relationship and your ability to meet their needs. 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