Thoughtful Discovery Session

Starting at

$

600

About this service

Summary

An in-depth strategy session designed to clarify your direction—and lead into your next best step.
This 2-hour session is your foundation. You’ll walk away with a robust consulting report full of insight, a clear picture of what’s next, and an optional follow-up proposal presentation. Great for product roadmapping, offer design, or creative alignment.

Process

Here's how we’ll work together:
Free Consultation – 15–30 min intro call to align goals and determine fit.
Thoughtful Discovery Workshop – Deep 2-hour session (if applicable) to unpack your vision, context, and strategy.
Project Kickoff – After scope agreement, I begin with shared Notion or a clear brief.
Build Phase – I deliver scoped assets (dashboard, playbook, or strategy report) in collaborative, async-friendly ways.
Delivery + Walkthrough – Loom walkthroughs and a final review meeting if needed.
Post-Support (Optional) – Light follow-up, add-ons, or consulting as requested.

FAQs

  • Do you offer free consultations?

    Yes. Every project starts with a free consultation—this is where we align on goals, explore fit, and clarify what’s possible.

  • What happens after the consultation?

    If we’re aligned, we move into a paid Thoughtful Discovery Workshop—a 2-hour strategy session that results in a robust consulting report and custom proposal presentation.

  • What tools do you use?

    I use a lean, intentional toolset designed for async collaboration and clarity: - Writing & Knowledge Base: Craft.do - Evergreen Storage & Databases: Notion - Design & Documentation: Figma, CleanShot X - Diagrams & Flows: Whimsical - Quick Capture: Notedapp.io, Remarkable - Automation & Systems: Raycast, Make - Scheduling & CRM: Cal.com, Contra.com - Delivery & Research: Arc.net, iCloud Everything is streamlined to keep communication simple and outcomes high-quality.

  • Can your service offers be customized?

    Each of my offers is tightly scoped for clarity and delivery quality. That said, light customization is possible after Discovery. The core scope doesn’t budge unless it benefits the outcome.

  • How do I prepare for our work together?

    After you book, you’ll receive a short intake to help us align fast. Voice notes, transcripts, or async recordings are all welcome if you prefer non-typed intake.

  • What if I’m not ready for a full build?

    That’s exactly what the Thoughtful Discovery Workshop is for. We’ll map your context, surface your needs, and I’ll guide you toward the right scope—whether you hire me or not.

What's included

  • 2-Hour Strategy Session

    Live Zoom-based session exploring vision, goals, challenges, and systems (recorded).

  • Comprehensive Consulting Report

    Deep insights, key takeaways, and mapped opportunities based on our session.

  • Proposal Presentation Meeting

    A follow-up meeting where you’ll receive a tailored service proposal aligned with your needs.

  • Project Duration: 1 week

    Session within 5 business days, report within 72 hrs, follow-up scheduled within a week

Example projects

Recommendations

(5.0)

Amber Fields • Black UX Labs

Client • Jul 31, 2024

Jonathan was great to work with! Organized, clear and concise. He kept the team updated and engaged as a strategic thinker. Look forward to working with him again.

Chris Petescia

Client • Jun 30, 2023

Jonathan has a natural, and well-honed intuition for user experience -- not just UX, but the needs, intentions and experiential desires of *humans* using technologies. With a design background as well, Jonathan's capability spans the development visual design language to product strategy. He knows how to work with full stack developers (to speak the language, and know their needs) to affect collaboratively-build wins. And, he's a good guy.


Duration

1 week

Skills and tools

Coach

Consultant

ChatGPT

ChatGPT

Descript

Descript

Google Meet

Google Meet

Industries

Artificial Intelligence

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