Discovery · Step 1 of 7
Tell us about the organization
This anchors everything — it becomes the header for their DRIVE scoping report and feeds all downstream tools.
Organization name
Primary industry
Team size
1–5
6–20
21–50
51–200
200+
Annual revenue (approximate)
<$500K
$500K–$2M
$2M–$10M
$10M–$50M
$50M+
Primary growth challenge
Discovery · Step 2 of 7
Gather everything
Harvest all available materials before scoping. Taxonomy files feed Resolve. Documents and transcripts feed Intelligence and Vector. Web sources are fetched automatically.
◈ Taxonomy sources
Field definitions from DAM, CRM, marketing automation, or other GTM systems
Does this org have an existing taxonomy or controlled vocabulary?
Yes — upload it
No — Resolve will propose one
Not sure yet
◉ Discovery documents
Transcripts, pitch decks, proposals, case studies, brand guidelines, strategy docs
Drop documents here
or click to browse
or click to browse
PDF, DOCX, PPTX, VTT, TXT — any format with readable text
⬡ Web sources
Website, landing pages, case study URLs — fetched automatically via Jina Reader
🔗 LinkedIn
Founder or company LinkedIn — paste profile text directly (LinkedIn blocks automated fetching)
Discovery · Step 2 of 7 · Baseline
Where they are today
Capture current marketing state before any engagement work begins. This becomes the "before" baseline in the final report and informs the engagement scope.
Annual marketing spend (approximate)
$0–$25K
$25K–$100K
$100K–$500K
$500K–$2M
$2M+
Unknown
Active marketing channels — click to add, then rate each
+ SEO
+ Paid search
+ Paid social
+ Email
+ Content
+ Events
+ Referrals
+ Cold outreach
+ Organic social
+ PR / media
What do they actually measure?
Pipeline
MRR / ARR
CAC
Close rate
Lead volume
SQLs
NPS
Website traffic
Email open rate
Nothing formal
Key numbers — fill in what they know (leave blank if unknown)
CAC (cost to acquire a customer)
Close rate
Active pipeline value
MRR / ARR (if applicable)
In their words — what's not working?
Discovery · Step 3 of 7 · Resolve
Taxonomy readiness
How clearly defined is their language for who they serve and what they do? This determines whether Resolve is a foundation or a refinement.
Discovery · Step 4 of 7 · Intelligence
Intelligence readiness
How much usable data do they have? Intelligence is most valuable when there's existing engagement and pipeline data worth analyzing.
Discovery · Step 5 of 7 · Vector
Strategy readiness
How developed is their growth strategy? A low score means Vector is urgent core work. A high score means Vector refines and activates what's already solid.
Discovery · Step 6 of 7 · Engine
Execution readiness
Do they have the infrastructure to execute? Engine accelerates orgs that are already in motion — it doesn't create motion from nothing.