Discovery Kit Vol. 01: Kickoff & Current-State Workshop

Every good marketing stack decision starts with discovery

Lets get the room aligned on goals and building an honest picture of where things actually stand. Agencies charge thousands to facilitate it. This kit hands you the whole first session, ready to run.

What's inside:

• Facilitator deck (9 slides, PowerPoint): a present-ready deck that walks the room from "why we're here" through goals, current-state capture, and prioritized pain points. Every slide includes facilitator notes, so you can present it even if you've never run a workshop.
• Facilitator agenda (Word): a timed 90-minute run-of-show with DO lines telling you what to facilitate and optional SAY scripts you can read aloud. Includes a 60-minute cut and a setup checklist.
• Participant guide (Word): a fill-in workbook stakeholders complete during the session, covering business objectives, the four current-state lenses, and a pain-point prioritization grid.
• Prep worksheet (Word): a one-page "before we meet" doc that gets the right people in the room and everyone ready to contribute.

Who it's for:

1. Small business owners who can't justify a big agency engagement
2. Marketing professionals who want to run structured discovery at their own company, at any size.

The layered design serves both: experienced facilitators skim the agenda and go, first-timers lean on the scripts and notes.

The method, not just templates. This is the actual discovery process a senior solution architect runs with enterprise clients, productized so you can run it yourself. The frameworks, the timing, the facilitation moves, and the questions that surface what really matters.

Pairs with Field Guide No. 01. The Stack Audit Checklist is the working tool for the current-state "Tools" lens. Own both and the workshop runs even smoother.

Format: PowerPoint (.pptx) and Word (.docx), fully editable. Add your own logo and adapt to your organization. Instant download, four files.