Understanding Your Agency’s DNA
Every agency has unique processes, methodologies, and deliverables that make them successful. Our discovery process is designed to uncover the repeatable elements in your service delivery that can become powerful productized tools.Phase 1: Business Model Deep Dive
Service Portfolio Analysis
We start by mapping your current service offerings to understand:- High-Value Deliverables - Which outputs consistently drive the best client results
- Repetitive Processes - What work you find yourself recreating for multiple clients
- Expertise Differentiators - The unique methodologies that set you apart from competitors
- Client Interaction Points - Where clients need ongoing access to your insights
Revenue Pattern Identification
Through detailed analysis, we identify:- Services with the highest profit margins
- Deliverables that clients reference months after delivery
- Processes that could scale without proportional increases in labor
- Opportunities for recurring revenue vs. project-based billing
Phase 2: Methodology Extraction
Process Documentation Sessions
We conduct structured interviews with your team to document: Strategic Frameworks- How you approach client challenges
- Decision trees and evaluation criteria
- Quality benchmarks and success metrics
- Proprietary methodologies you’ve developed
- Step-by-step processes your team follows
- Tools and data sources you rely on
- Quality control and review procedures
- Client communication touchpoints
- Templates and frameworks you use repeatedly
- Data models and calculation methodologies
- Best practices learned from successful engagements
- Industry insights and benchmarking data
Phase 3: Productization Opportunity Assessment
Tool Viability Analysis
For each potential productization opportunity, we evaluate: Market Demand- How often clients ask for this type of solution
- Whether they’d pay for self-service access
- Competitive landscape for similar tools
- Market size and growth potential
- Complexity of the underlying methodology
- Data requirements and availability
- Integration needs with existing systems
- Scalability and performance considerations
- Potential revenue from the productized version
- Cost savings from automation
- Lead generation opportunities
- Brand positioning advantages
Phase 4: Technical Requirements Planning
Architecture Planning
Based on our analysis, we define:- User Experience Requirements - How different personas will interact with the tool
- Data Architecture - What information needs to be collected, processed, and displayed
- Integration Needs - Connections to your existing CRM, project management, or reporting tools
- Scalability Considerations - How the tool will perform as usage grows
Success Metrics Definition
We establish clear KPIs for each potential product:- User engagement and adoption rates
- Revenue attribution and conversion metrics
- Time savings for your team
- Client satisfaction improvements
Our Discovery Deliverables
Comprehensive Discovery Report
A detailed document that includes:- Service Portfolio Map - Visual representation of your current offerings and their productization potential
- Methodology Documentation - Detailed capture of your unique processes and frameworks
- Opportunity Prioritization Matrix - Ranked list of productization opportunities with business impact scores
- Technical Requirements Specification - Detailed requirements for the highest-priority tools
Strategic Roadmap
A phased plan for productization that considers:- Quick Wins - Tools that can be built quickly with high impact
- Strategic Investments - Larger tools that will differentiate your agency long-term
- Resource Requirements - Timeline and budget considerations for each phase
- Success Milestones - Clear goals and metrics for measuring progress
What Makes Our Discovery Different
Agency-Specific Expertise
Unlike generic consultants, we understand:- The unique challenges of services businesses
- How to identify scalable elements in custom work
- The balance between productization and maintaining service quality
- How to preserve client relationships during business model evolution
Technical Precision
Our discovery isn’t just strategic—it’s technically informed:- We assess feasibility as we document opportunities
- Our recommendations are buildable, not theoretical
- We consider integration with your existing tech stack
- We plan for scale from day one
Outcome-Oriented Process
Every discovery session is designed to move toward implementation:- We focus on actionable opportunities, not academic exercises
- Our documentation becomes the blueprint for development
- We establish clear success criteria upfront
- We identify the highest-impact starting point for your productization journey
Getting Started
Ready to uncover your agency’s productization potential? Our discovery process typically takes 2-3 weeks and results in a clear roadmap for transforming your expertise into scalable products.Start Your Productization Sprint
Book Doug’s 2-week sprint (12K) to transform your agency expertise into scalable products. We respond within 4 hours and start your first sprint within days.