Version2 Labs:
Discovery Call
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1
Goals
What do they want the site to achieve?
(pick all that apply)
More leads / calls
Online bookings
Credibility / look professional
Sell online
Inform / content
Primary success metric
(how will they know it worked?)
2
Audience
Who is the site for?
(pick all that apply)
Local customers
B2B
Members / clients
Patients
Languages
English only
English + French
Other
3
Access
What do visitors need to do?
Just browse
Browse and book
Log in (client portal / accounts)
4
Booking
How will people book?
No booking
Link to an existing tool
Native booking built into the site
Which tool?
Choose…
Calendly
Square
Jane
Other
Roughly how many bookable services?
Choose…
1–3
4–10
10+
Deposits or payments taken at booking?
Yes
No
Not sure
5
Scope
How many pages?
1–4
5–6
7+
Features
(pick all that apply)
Contact form
Blog / news
Sells products / takes payments (Stripe)
Google Business Profile setup
Other integrations?
(CRM, email marketing, POS…)
Yes
No
6
Budget signals
Stated budget (CAD)
Choose…
Under $400
$400–800
$800–2,000
$2,000+
Not sure
Who makes the decision?
Have they paid for a website before?
Yes
No
7
Timeline
When do they need it?
ASAP
Within 1 month
1–3 months
Flexible
Any hard date?
(launch, event, season)
8
Existing assets
Do they own a domain?
Yes
No
Logo / branding
Yes
Partial
No
Existing site to replace
(URL)
Copy and photos ready?
Yes
Partial
No
Starter