Agency Onboarding
Discovery Process
Website & Advertising Onboarding
Before we can effectively manage or advertise your site, we need to get it fully aligned. This is our onboarding process—and it’s the first step toward working with Giant Donut Marketing.
Whether you’re starting Monthly Site Management or preparing to run ads (Google, Facebook, etc.), we begin with a structured discovery phase. Over 20+ hours, we audit, repair, and optimize your existing site so it’s ready for consistent growth. This includes everything from fixing technical SEO issues to installing the full Google Product Suite and setting up conversion tracking.
If you didn’t build your site with us—or it’s been a while since it’s been updated—this is how we get it ready for prime time.
The Discovery Process Is How We Onboard Your Website
The Giant Donut Marketing Website Discovery Process is how we successfully bring your site into alignment with our agency systems—so we can manage, improve, and grow it with confidence.
Our Process
30-Day Onboarding*
*30-day typical timeline. 60, 90 or 120-day timelines may be required for larger businesses.
Discovery plans will typically have either a website focus or a marketing focus depending on your business goals. Every onboarding is custom-tailored to your business.
Website Focus
1
Review Website
- Current plugins
- PHP version
- Potential security issues
- Broken site components
- Site URL structure
- General site content and layout
2
Google Suite Setup
- Set up and/or get access to Google Suite
- Google Search Console
- Google Tag Manager
- Google Analytics 4
- Google Business Profile
3
Accomplish Specific Goals
- Custom for each client: E.g. URL restructuring, plugin updates, contact form changes, create clear calls to action, update key site content, etc.
- Fix specific issues: E.g. broken site components, pages that don't rank, missing info, etc.
Marketing Focus
1
Review Website
- Current plugins
- PHP version
- Potential security issues
- Broken site components
- Site URL structure
- General site content and layout
2
Google/Bing Suite Setup
- Set up and/or get access to Google Suite
- Google Search Console
- Google Tag Manager
- Google Analytics 4
- Google Ads Setup (includes ads management for the length of the Discovery Plan)
- (Optional Bing setup)
- (Optional setup on additional platforms)
3
Accomplish Specific Goals
- Ensure that customer is Google compliant to be able to advertise: E.g. Google My Business verification, website fixes to be able to advertise, etc.
- Fix site issues that may affect advertising or verification
What Next?
4
Wrap-Up Meeting
At the end of your Discovery Plan period, we’ll have a wrap-up meeting to review all findings, fixes, and accomplished goals.
5
Additional Recommendations
Based on our findings we may recommend additional steps or scope of work. We will never recommend something we don’t think is important or something outside of your budget.
Recommendations may include:
- Additional updates or additions to website, potential site rebuild in the future
- Hosting changes, etc.
- Better positioning on your website to support advertising efforts
6
Ongoing Services with Giant Donut Marketing
After your website and/or marketing properties have been thoroughly reviewed and associated work completed, we will typically recommend one or both of the following:
- Paid Advertising Campaign(s)
- Monthly Site Management
Our team will review any specific strategies, long-term goals, and ongoing budget for planning purposes.
Get Your Free, No-Obligation Quote
Our team can review options, costs, benefits, and an overview of the Discovery Plan/Onboarding process in a 30-minute free consultation with absolutely NO OBLIGATION.
Frequently Asked Questions?
Do I need a Discovery Process before starting monthly services?
Yes — our $2,500 Website/Marketing Discovery Process is required before we can begin monthly management.
A Discovery Plan is how your business onboards with Giant Donut Marketing. Depending on your goals or level of difficulty, most onboardings represent a minimum of 20 hours of work over a 30-day period.
This one-time onboarding process ensures your site is set up for success. It includes:
- Accessing and documenting all your digital assets (domain, DNS, hosting, etc.)
- In-depth review of your website or marketing objectives.
- Review current pain points and challenges.
- Education about your website, marketing strategies, etc.
- Make sure your website and Google properties are properly set up and working. This is essential if you plan to advertise in the future.
- Fix potential site issues or Google setup that may be keeping your business from moving forward.
- Create a long-term strategy and ensure your digital assets are making you money.
Am I locked into a contract with Website Management or Advertising Services?
Not at all. Our Website Management or Advertising plans are month-to-month.
You can cancel anytime with 30 days’ notice — no long-term contract required. We’ve designed this service to provide peace of mind, not pressure.
And because our Discovery Procss includes your first two months of management, you’ll have a solid window to see how we work before making any long-term decisions.
Built your site with us? You can start Website Management or Advertising immediately, no Discovery required.
How much is the Discovery Process?
Typically, our onboarding or Discovery Process costs $2500.
A Discovery Plan is how your business onboards with Giant Donut Marketing. Depending on your goals or level of difficulty, most onboardings represent a minimum of 20 hours of work over a 30-day period.
Contact our team today for a free, obligation quote and scope specific to your business and your goals.
Ready to Get Started?
The Discovery Process is our onboarding protocol. Each plan is custom-tailored to your business, with a focus on either your website or marketing—depending on your goals. It’s how we lay the foundation for successful, long-term growth.
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