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    How to Prepare for Your House of Karma Discovery Session

    Arrive prepared with the right priorities, numbers, systems, and references — no credentials required.

    5 Min Read
    A productive discovery session starts before the call. This guide helps you gather the right context so House of Karma can evaluate your business effectively — without requiring any passwords, account access, or sensitive information.

    1. Know Your Priorities

    Before we speak, take a moment to think through what matters most right now.

    Consider: What are the three biggest business priorities today? What is currently preventing growth? What would you change immediately if you could? What outcome would make the next 12 months successful?

    2. Know Your Customer

    Be ready to describe who you serve and why they choose you.

    Prepare a short summary of your ideal customer, your most profitable customer type, your primary service area, the major objections you hear, and why customers ultimately choose your business.

    3. Know Your Numbers

    If available, gather general performance information.

    This might include average monthly lead volume, approximate website traffic, approximate ad spend, average customer value, your highest-value service, top lead sources, and approximate conversion rate.

    No financial statements required

    Exact financial statements are not required for an initial discovery session. General estimates are perfectly fine.

    4. Know Your Current Systems

    Make a list of the platforms your business relies on.

    Website platform, CRM, phone system, calendar, email platform, SMS platform, scheduling platform, payment processor, analytics, advertising platforms, and any other major systems.

    No credentials needed

    Do not share usernames or passwords. We only need to know which systems exist — not how to access them.

    5. Bring References

    Useful references help us understand your taste and direction.

    Competitor websites, brands you admire, marketing examples, websites you like, design references, previous reports, an existing brand guide, or analytics reports.

    6. Identify Decision Makers

    Know who will be involved in the decision.

    Who makes final decisions? Who needs to approve design? Who needs to approve investment? Who will be the day-to-day contact? Clarifying this early keeps the process moving.

    Recommended Next Step

    Continue into the discovery path most relevant to this resource.