Boss Labs Agency — discovery.brief

// progress · 1/5

about_you

stack_audit

pain_scan

goals_budget

context

// about_you.init step 1/5

Basic contact and company info so we know who we're talking to.

Full Name *

Please enter your name.

Email Address *

Please enter a valid email.

Phone Number

Company / Business Name *

Please enter your company name.

Industry

Company Size

What do you need help with? *

Select all that apply. This helps us ask the right questions.

Website — new site, redesign, or landing pages Marketing / Ads — SEO, social, paid ads, email Automation — workflows, integrations, lead capture

// current_stack.audit step 2/5

Tell us about your current setup. Questions are tailored to what you selected.

What software and tools does your business use day-to-day?

CRM, email platform, project management, scheduling, accounting, communication tools, etc.

Your Website URL

What kind of site do you need?

Which marketing platforms interest you?

Select all that apply.

Google Ads / Local Services Facebook / Instagram LinkedIn TikTok SEO / Organic Search Email / SMS Marketing

Approximate monthly ad / marketing spend?

Which of these apply to your business?

Select all that apply.

I have a website I use a CRM (customer management system) I do email or SMS marketing I already use some automation tools (Zapier, Make, etc.) I have an online booking / scheduling system I've experimented with AI tools (ChatGPT, Claude, etc.) I run paid advertising (Google, Facebook, etc.)

// pain_points.scan step 3/5

The more specific you are here, the more we can bring to the first call. We're looking for what's costing you time, money, or customers.

What is the single biggest bottleneck or frustration in your business right now? *

What task or process eats up the most time? Where do things fall through the cracks?

Please describe your biggest bottleneck.

How many hours per week does your team spend on repetitive manual work?

What happens when something goes wrong or gets missed?

Lost leads? Angry customers? Missed deadlines?

Lost leads / missed follow-ups Lost revenue Customer complaints / churn Team working overtime to catch up Data entry errors / incorrect records Honestly, nothing major yet

Why now? What's driving this project? *

Lost business? Outdated look? Competitive pressure? New product launch?

What's not working with your current site, or what features do you need?

What's your biggest marketing challenge right now?

// goals_and_budget step 4/5

Help us understand what success looks like and what kind of engagement makes sense for you.

What would a "win" look like for this project? *

Be as specific as you can — numbers, time saved, revenue recovered, etc.

Please describe what success looks like.

How many pages does your site need?

Who is your target audience?

Describe your ideal customer — industry, role, size, demographics, where they hang out online, etc.

What's your ideal timeline?

Pricing Model Preference

Reference pricing varies by service. Rates shown for the services you selected.

Engagement Type

Typical Range

Best For

Fixed Project

$5,000–$25,000+

Defined deliverables like multi-step automations, custom API bridges, or full workflow builds

Monthly Retainer

$2,000–$10,000/mo

Ongoing optimization, monitoring, continuous improvements, and fractional support

Paid Discovery Phase

$1,500 flat

Complex projects — 10 hr block, we build a technical roadmap, then credit the fee toward the full build

Paid Discovery Phase · what you get

Intake review & prep 1–2 hrs Review your discovery brief, research your stack, come prepared

Discovery call 1.5 hrs Process mapping, pain point deep-dive, current-state workflow

API & integration research 2 hrs Validate feasibility, check docs, identify integration points

Solution architecture & workflow design 2–3 hrs Design the to-be system, diagram flows, define guardrails

Roadmap deliverable 2 hrs Write up prioritized opportunities, timelines, cost projections

Strategy presentation call 1 hr Walk through the roadmap, answer questions, align on next steps

Total 10 hrs $1,500 flat ($150/hr) — credited toward full build if you move forward

Engagement Type

Typical Range

Best For

Landing Page

$500–$1,500

1–3 page sales page, event, product launch

Standard Site

$1,500–$3,500

4–8 page small biz site — about, services, contact

Full Site

$3,000–$6,000

9+ page content-heavy business site

E-commerce / Custom

$4,000–$10,000

Online store, membership, custom app

Monthly Maintenance

$150–$500/mo

Content updates, security patches, hosting

Engagement Type

Typical Range

Best For

Strategy & Setup

$500–$2,500

Campaign setup, audience research, initial creative

Monthly Management

$1,000–$5,000/mo

Ongoing optimization, A/B testing, reporting

Paid Audit

$500–$1,000

Performance review, identify waste, optimization recs

Check all engagement types that interest you. Skip if not sure.

Approximate budget range (if you have one in mind)

This helps us scope the right level of engagement. Don't worry if you're not sure — "I don't know" is a perfectly fine answer.

// extra_context.txt step 5/5

Almost done. A few final details so we can tailor the call to your situation.

Anything else we should know before the call?

Current vendors you're working with, past attempts at automation, specific compliance requirements, or just general background.

How did you hear about us?

Google search Social media (LinkedIn, Twitter, etc.) Referral from someone I know Saw your website / portfolio Other

// submitted.ok

✓

Brief received.

We'll review your responses and get back to you at the email you provided — typically within 1–2 business days.

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