Discovery Call Summary: PedalPower Stores

Hi Jason and Hannah,

Thank you both for taking the time to speak with me yesterday about the upcoming PedalPower website redesign. It was a productive discovery call, and I want to share a quick summary of everything we discussed regarding your existing product and current users.

First, we talked about your main business goal. You want to transform the current site from a simple brochure into a fully functional e-commerce platform that allows customers to book bike services online. Your success criteria include reducing customer service call volumes and increasing online accessory sales by thirty percent before the summer season.

Regarding your target audience, your current users range from urban commuters in Seattle to weekend mountain bikers. We noted several pain points of users during the call, particularly the confusing navigation on mobile devices and the lack of clear pricing for bike repairs. You also mentioned that adding a live chat widget is just a nice-to-have feature for now, so we will keep that out of the initial scope.

We spent some time discussing your technical constraints. Your in-house team uses Shopify Plus, and you need the new design system to integrate smoothly with your existing inventory management software without breaking anything during peak shopping hours.

Now, for the biggest surprise of our call. While reviewing your analytics, Jason mentioned that online sales are low. However, when we looked closer at the contact page, we realized that your main customer service phone number is completely wrong on every single page of the website. Customers literally cannot call you to complete high-value orders.

We have a few open questions that we need to answer before our next meeting. Do you know who your key stakeholders are for final budget approval? Could you tell me if your brand guidelines are ready to share with our design team in Figma?

Our next steps are clear. I will send over the formal proposal and contract by Friday afternoon. Once you sign off, we will start user interviews and begin mapping out the new user journey.

Best regards,
Allison

Read again and choose the right answer

What is the primary business goal for PedalPower?

• To build a mobile game for cyclists
• To transform the site into an e-commerce platform for online booking and sales
• To close all physical bike shops in Seattle

Which platform does the client's in-house team currently use?

• Shopify Plus
• Webflow
• WordPress

What surprising issue did they discover during the call?

• The company was bankrupt
• The customer service phone number is wrong on every page
• The launch date was moved up by two years

What is the next step after the email is sent?

• Allison will send the formal proposal and contract by Friday
• The client will cancel the project
• They will launch the website immediately

Sources: photo by cottonbro studio on Pexels