Discovery Flow

The discovery flow is Figur's intelligent questioning system that gathers project requirements to generate accurate quotes. Each service type has customized questions that capture scope, complexity, and client needs.

How Discovery Works

The discovery flow uses a combination of:

• Service-specific questions tailored to each offering
• AI-powered analysis of your answers
• Dynamic pricing based on scope and complexity
• Contextual follow-ups for clarification

Question Types

Multiple Choice Questions

Select from predefined options that map to pricing tiers and complexity levels.

Example - Web Design:

• Landing page (1-3 pages)
• Small website (4-10 pages)
• Medium website (11-25 pages)
• Large website (26+ pages)
• E-commerce site

Multi-Select Questions

Choose multiple options when more than one feature or requirement applies.

Example - SEO Services:

• ☐ Technical SEO audit
• ☐ On-page optimization
• ☐ Content strategy
• ☐ Link building
• ☐ Local SEO
• ☐ Analytics setup

Text Input Questions

Provide detailed information about specific requirements, constraints, or client preferences.

Common Text Inputs:

• Project goals and objectives
• Target audience details
• Technical requirements
• Budget constraints
• Timeline preferences
• Brand guidelines

Number Input Questions

Specify quantities that directly impact pricing calculations.

Examples:

• Number of website pages
• Monthly blog posts required
• Ad spend budget
• Social media platforms
• Content word count

Service-Specific Discovery

Web Design Discovery

Core Questions:

• Website type and purpose
• Number of pages and sections
• Design complexity (template vs custom)
• Responsive requirements
• CMS preferences
• E-commerce functionality
• Integration needs (CRM, email, etc.)

Advanced Questions:

• Animation and interactions
• Performance requirements
• Accessibility compliance
• Multi-language support
• Custom functionality

SEO Discovery

Core Questions:

• Current website status
• Target keywords and competition
• Geographic targeting
• Technical SEO needs
• Content requirements
• Link building scope

Advanced Questions:

• Industry competitiveness
• Previous SEO work
• Analytics access
• Conversion tracking needs
• Reporting frequency

PPC Discovery

Core Questions:

• Advertising platforms (Google, Facebook, etc.)
• Monthly ad spend budget
• Campaign objectives
• Target audience demographics
• Geographic targeting
• Landing page requirements

Advanced Questions:

• Conversion tracking setup
• A/B testing requirements
• Remarketing campaigns
• Display advertising
• Video advertising

Social Media Discovery

Core Questions:

• Platforms to manage
• Posting frequency
• Content types (posts, stories, videos)
• Community management
• Advertising budget
• Analytics and reporting

Advanced Questions:

• Influencer partnerships
• Social media strategy
• Crisis management
• Platform-specific optimization
• Video content production

Content Discovery

Core Questions:

• Content types (blog posts, articles, etc.)
• Word count requirements
• Topic research needs
• SEO optimization
• Publishing frequency
• Industry expertise required

Advanced Questions:

• Long-form content
• Case studies and whitepapers
• Video script writing
• Email newsletter content
• Content distribution strategy

Branding Discovery

Core Questions:

• Brand scope (logo, full identity, guidelines)
• Industry and target audience
• Design preferences and style
• Competitor analysis needs
• Deliverable requirements
• Revision rounds

Advanced Questions:

• Brand strategy development
• Market research
• Naming and tagline
• Packaging design
• Digital vs print requirements

AI Analysis and Pricing

How AI Processes Your Answers

1. Scope Analysis - AI evaluates project complexity from your answers
2. Market Comparison - Compares against industry standards and pricing
3. Risk Assessment - Identifies potential challenges and adjustments
4. Customization - Tailors pricing to your specific requirements

Pricing Adjustments

The AI may adjust base pricing based on:

• Scope Complexity - Intricate requirements increase costs
• Market Factors - Industry standards and competition
• Technical Challenges - Complex integrations or custom work
• Timeline Constraints - Rush deliveries may cost more
• Geographic Factors - Regional market differences

Best Practices for Discovery

Be Specific and Detailed

Good Example: "We need a 10-page business website with custom design, e-commerce functionality for 50 products, blog integration, and CRM connection to Salesforce. Timeline is 3 months."

Poor Example: "We need a website."

Include Constraints and Limitations

Budget Constraints: "Client budget is $5,000-7,000, prioritize essential features first."

Timeline Limitations: "Launch needed before trade show in 6 weeks."

Technical Requirements: "Must integrate with existing QuickBooks and Mailchimp."

Answer All Questions Completely

• Don't skip questions - Each answer affects pricing accuracy
• Provide context - Explain unusual requirements or constraints
• Ask for clarification - If questions are unclear, contact support
• Be honest about scope - Underestimating creates issues later

Common Discovery Scenarios

New Website Project

Typical Flow:

1. Web Design discovery (site structure, design, functionality)
2. Content discovery (pages, blog, SEO content)
3. Optional: SEO discovery (ongoing optimization)
4. Optional: Social Media discovery (launch promotion)

Ongoing Marketing Services

Typical Flow:

1. SEO discovery (current status, goals, competition)
2. PPC discovery (ad platforms, budget, targeting)
3. Social Media discovery (platforms, frequency, content)
4. Content discovery (blog posts, articles, strategy)

Complete Digital Presence

Typical Flow:

1. Branding discovery (logo, identity, guidelines)
2. Web Design discovery (website, e-commerce)
3. Content discovery (site content, blog, SEO)
4. SEO discovery (optimization, ongoing)
5. Social Media discovery (management, advertising)
6. PPC discovery (campaigns, budget)

Troubleshooting Discovery Issues

Questions Not Loading

Solutions:

• Refresh the page and restart discovery
• Check internet connection
• Verify service is enabled in settings
• Contact support if issues persist

Questions Don't Apply

Options:

• Select the closest available option
• Use text input to explain specific situation
• Add notes in the quote review phase
• Contact support for custom requirements

Pricing Seems Incorrect

Steps:

1. Review all discovery answers for accuracy
2. Check for missed questions or incomplete answers
3. Use quote review to adjust pricing manually
4. Regenerate quote with updated answers

Complex Projects

For Large or Complex Projects:

• Break into phases and quote separately
• Use text inputs to provide detailed scope
• Add notes about project phases
• Consider custom quote for unique requirements

Next Steps

• Using the Item View - Complete interface guide
• Quote Generation - AI pricing process
• Client Portal - Sending quotes to clients
• Best Practices - Advanced workflows

Need Help?

If you encounter issues with discovery questions or need clarification on any topics:

• Contact support@figur.one
• Use the help contact form
• Check our troubleshooting guide