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What to Expect From Your RevenueTHESIS Discovery Call

By · · 6 min read
Planning paths on an ivory page beside a notebook and laptop.

A RevenueTHESIS discovery call starts with what you need help with. That might be search visibility, a website that is not converting, a launch, customer follow-up, brand content or leadership across your marketing and growth work. You do not need to choose a service before contacting us.

The purpose is to understand the situation, review what you already know and decide whether there is a useful fit. Bring your main question and a few relevant examples. A polished presentation, account passwords and a full reporting pack are not required.

Who the conversation is for

We work with e-commerce businesses, direct-to-consumer brands, specialty retailers and businesses selling high-consideration products. That includes craft-driven and family-owned brands, founders planning a launch, and established teams looking for clearer direction or better execution.

Your role also shapes the conversation. A founder may need help choosing priorities; a marketing lead may need specialist support; an operations owner may need a reliable handoff between tools and people. Tell us which decision you own, who else is involved and what a useful outcome would look like.

Prepare for the type of inquiry you have

Use the section closest to your question. These are optional prompts, not homework or prerequisites. If your inquiry spans several areas, start with the most important outcome.

SEO and organic search visibility

If customers struggle to find your products or important pages, we will discuss search intent, the pages that matter commercially and the barriers between discovery and a useful visit. E-commerce SEO may involve product and category pages, site structure, technical issues and supporting content.

  • Bring your website URL and two or three products, categories or services you most want people to find.
  • Describe your customers, target markets and the questions they ask before buying.
  • If available, note relevant Search Console trends and any recent migration, redesign or indexing issue. Include dates.
  • Share previous SEO work and what you expected it to accomplish. You do not need to grant access before the call.
Editorial illustration of content connected to search and conversation through brass pathways.
For search inquiries, bring the pages you want customers to find and the questions those pages should answer.

CRO/SEO audit and website conversion

A CRO/SEO audit inquiry concerns both how suitable visitors reach the site and what happens once they arrive. Conversion rate optimization (CRO) examines the journey toward an action such as a purchase, inquiry or booking. Search visibility and conversion are related questions, but they need different evidence.

  • Identify the action you want visitors to take and the pages or steps where you suspect friction.
  • Bring representative landing, product, category or checkout pages, plus examples of customer questions or objections.
  • If available, share conversion or funnel figures with their date range, traffic source and device context. Separate purchases from other conversion events.
  • Note platform limitations, recent site changes, tracking concerns and who can implement improvements.

We will clarify the audit’s scope and the evidence needed before agreeing work. Low conversion alone does not establish whether the cause is traffic quality, messaging, usability, the offer or measurement. A discovery conversation is not a completed audit.

Growth strategy, Fractional CMO or Head of Growth

If the challenge is choosing priorities, aligning a team or coordinating execution, we will discuss your goals and how decisions are made. Fractional CMO support addresses marketing direction, positioning, brand and demand generation; Fractional Head of Growth support considers growth across acquisition, conversion, retention and the operating conditions behind them. The right responsibilities depend on your team.

  • Bring your main business goals and the decisions that keep getting delayed or revisited.
  • Outline the team, agencies or contractors involved, including gaps in ownership.
  • Describe budget and capacity constraints, current reporting and any important planning dates.
  • Explain whether you need direction, hands-on execution, team coordination or a combination.

Automation, retention and connected systems

For Growth Systems Architecture, the useful starting point is the workflow: what triggers it, who acts, which tools are involved and where it breaks down. Examples include customer follow-up, post-purchase sequences, segmentation and connections between storefront, CRM and email platforms.

  • Walk through one real process from beginning to end, including manual steps and handoffs.
  • List the tools you already use and which ones need to remain.
  • Describe missed follow-ups, duplicated work, inconsistent data or other observable problems.
  • Identify who will own the system and what would demonstrate an improvement.

Acquisition campaigns and customer retention

If your question concerns reaching customers or encouraging repeat business, describe the customer journey rather than just the channel you want to change. We will clarify whether you need strategic direction, better content, measurement or supporting systems, and which work belongs in scope.

  • Bring your main channels, offers and customer segments, with examples of current campaigns or messages.
  • Explain what changed and what you have already tried.
  • If available, include acquisition costs, repeat-purchase behavior or campaign results with their definitions and comparison periods.
  • Note inventory, margin, fulfillment or service constraints that would affect additional demand.

Market entry and launch planning

For Market Entry & Launch Strategy, we want to understand the product, intended buyer and what has been validated so far. A new product line and an entirely new market do not start with the same assumptions.

  • Describe the offer, audience, intended channels and launch window.
  • Share existing demand signals, customer feedback or small tests, if any.
  • Note inventory readiness, pricing, budget and operational dependencies.
  • Identify the decisions you need to make before committing further resources.

Brand, photography and content production

For Brand & Content Production, explain what the content needs to help a customer understand or do. Craft-driven brands may need to communicate product quality; a high-consideration purchase may require clearer demonstrations, detail and reassurance.

  • Bring current assets and a few references, explaining what you like about them.
  • Identify the products, audience and intended placements: storefront, campaign, social or other uses.
  • Share brand guidelines, required formats, deadlines and practical production constraints.
  • Explain what feels inaccurate, missing or inconsistent in the current presentation.
Camera and sound crew working together during an on-location production. Cameras, microphones and lighting arranged for an office-location shoot.
Production planning connects the creative brief with the location, equipment and people needed to deliver it. Bring examples, intended placements and practical constraints.

Mixed needs or an unclear starting point

Describe the situation in your own words. “Our follow-up is inconsistent” or “we have several growth ideas but no clear priority” is enough to begin. Tell us what you have observed and what you want to change; you do not need to diagnose the cause.

If a broader investigation is useful, the SIGNAL Diagnostic is one possible next step. If your existing evidence is sufficient, we can discuss a focused audit, relevant service or implementation scope directly. A separate diagnostic is not a prerequisite for every inquiry.

What happens during and after the call

We discuss your goals, relevant examples, constraints and existing evidence. We distinguish observations from assumptions and clarify what still needs investigation. The next step may be a scoped audit, a project, ongoing support, further information or a decision that the fit is not right.

The conversation does not commit you to a service. Deliverables, responsibilities, access, timing and commercial terms are agreed separately. Do not send passwords or customer-level exports with your initial request.

Review our experience and approach

Nick Gasmena, founder of RevenueTHESIS.
Nick Gasmena
Founder & Fractional Head of Growth
Read Nick’s background

Nick Gasmena’s background describes the operator-side experience behind RevenueTHESIS. The anonymous e-commerce turnaround presents documented prior results with their comparison periods. The service overview and SIGNAL method explain the available work and approach. Prior results provide context, not a forecast for your business.

Booking, time zones and meeting details

After reviewing your request, we email available meeting options. Open the private booking link, select and confirm your US time zone, then choose a time. Options display in that zone, with daylight saving time handled automatically.

Your confirmation includes meeting details, a Google Meet link and a calendar attachment. You do not need to connect a Google account to book. Keep the invitation link private: it also opens appointment details and cancellation. If plans change, cancel through the link and reply to arrange new options.

Request a discovery call and tell us what you need help with. Choose the inquiry description that fits best—or simply describe the situation.