Identify: Initial Discovery Sessions with your key stakeholders identify business goals; existing research, project objectives prioritized, timeframe overall and for key tasks, any known limitations, project scope, and success metrics or integrated marketing initiatives or specific marketing tools.

Understand: Gather Customer Insights from known customers and likely prospects. We ask them about how they use the information/materials you currently employ, their expectations of and frustrations with your offerings, and how you compare to other offerings. We then synthesize initial insights (customer & internal) into a Prototypes for testing with customers.