Client Discovery Process Critical to Business Strategy Says President of Halyard Consulting

Share Article

Jonathan Goodman of Halyard Consulting provides insight on the importance of the client discovery process.

Halyard Consulting, internet marketing, social media, search engine optimization, seo, small businesses

Halyard Consulting Logo

Think of it like a dating website questionnaire for businesses. – Jonathan Goodman

In a recent podcast of The World of Internet Marketing hosted by Jonathan Goodman, President of Halyard Consulting, he explained the importance of the client discovery process. Halyard Consulting is an internet marketing company working with small and medium-sized businesses in various industries. The client discovery document helps Halyard understand the new client's business.

Goodman explained the purpose of the client discovery document and covered the segments that are included. He explained what each one was for and how it helped him and the client in the process. He avoided giving a list of the questions asked in the survey but said it was a list of 25 questions in four categories that the business must answer. The goal is for it to be as succinct as possible while still providing critical discovery of what the client needs.

The first category is business information and it provides an overview of everything about the company. It covers who and what the business is, the location, what products or services are offered and the industry. It includes the contact information for the company. The questions also aim to discover any major changes the business has gone through and how long the company has been around.

The second segment is the goals and objectives of the business, which the company should already know but may not have clearly defined. Companies will answer questions about any issues or problems they are currently facing or challenges they must meet. This segment should answer the question of why it is hiring Halyard Consulting and what it hopes to accomplish.

In the third category, the business will answer questions that pertain to the message and audience. Halyard Consulting attempts to find out the target audience and competitors in this segment of questions. Companies that have an online presence as well as a physical location should remember that their online competitors may be different than their local ones. It is also during this segment that Halyard Consulting finds out about current social media profiles for the company and the degree of success they've had with those networks.

The final segment focuses on analytics and how well the company currently rankings in the search engines and how much traffic they have to their website. This makes it easier to recognize when Halyard's technical implements start to pay off and the client's website shows growth in visitors and conversions.

The client discovery is an essential part of working with Halyard Consulting and helps Goodman and his team understand more about their new client.

About Halyard Consulting
Halyard Consulting is a New Jersey based Internet Marketing company focused on improving online results for businesses with geographically specific clientele. The company was established in 2007 to provide entrepreneurs with services allowing them to leverage online tactics often used by Fortune 500 companies. Gaining top ranking in the search engines is one of the most crucial aspects for Internet success. Small businesses used to rely solely on traditional marketing strategies like newspapers, commercials, and radio. Today, being visible online is the only true path to success.

About Jonathan Goodman
Jonathan Goodman is the founder of Halyard Consulting, an Internet marketing and public relations firm, located in New Jersey. Jonathan is the author of The World of Internet Marketing book series, written for small business owners, managers and others interested in cutting-edge marketing techniques. The first book in the series enables readers to take online marketing fundamentals and broaden revenue streams for their companies. Additional books to be released in 2015 will include critical information about YouTube marketing, Facebook advertising, and cloud computing.

Jonathan Goodman, President
Halyard Consulting
Phone: (800) 641-9157
Email: jgoodman(at)halyardconsulting(dot)com
Facebook | Twitter | YouTube

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Jonathan Goodman
since: 12/2010
Follow >
Halyard Consulting
Like >
Halyard Consulting

Follow us on
Visit website