Quick Start Roadmapping

Start Selling Paid Discovery


Quick Start Roadmapping covers just the essentials you need to know to start selling, delivering, and running 'paid discovery sessions' instead of writing proposals for free.

When you charge for your discovery sessions, you immediately eliminate clients who don’t have a budget.

On one project, I told the client:

“There’s a $500 fee for the discovery session to understand the problem, meet with the members of your team, and write up the proposal with price estimates”

Then I discovered that they had no budget and, in fact, were going out of business next month.

I was very happy to not have wasted time writing a proposal for free.

Presenting, Quick Start Roadmapping

With Quick Start Roadmapping, you’ll get specific, step-by-step, ‘do this, not that,’ guidance on how to implement paid discovery 'roadmaps' for your business.

Get Answers To Your Roadmapping Questions With Quick Start Roadmapping

Quick Start Roadmapping is available for $129. It has answers to all of your questions on how to implement, sell, and deliver roadmaps in your business, as well as a Roadmapping Resource Library full of templates, agendas, and questionnaires for you to use to get started.

Order Quick Start Roadmapping for $129

When you sell a roadmap for $500, $1500, or $5,000+, you'll have made a very considerable return on your investment. (Yes, it happens — a colleague recently sold a $5,000 Roadmapping Session)

The book was a fun read, the working session outlines, questions, and examples in the book helped improve methods for working with clients. The roadmapping session provided an option for dealing with clients who want to meet but are not serious about a project or don't fully know what they want or need.  — Brian, B2 Technologies

What should you do to start selling roadmaps?

It's easy to talk at a high level about roadmaps, but how do you approach it step-by-step?

  • What should you charge?
  • What are the deliverables?
  • What documents do you need?
  • What questions should you ask?
  • How do you sell a roadmap to a prospect?
  • What are the common objections to roadmaps?
  • How should roadmaps differ from industry to industry? (Should a developer’s roadmap differ from a copywriter’s or a designer’s?)
  • What are the most important pieces of a roadmap that you have to implement? What can you safely ignore?

You'll find answers to each of these questions in Quick Start Roadmapping.

"Btw, your roadmapping material is AWESOME! I read the first chapter and already sold two sessions. 🙂

With Quick Start Roadmapping you’ll receive…

Included with Quick Start Roadmapping are materials to help you before, during, and after your Roadmapping Session.

One of the major benefits that buyers have repeatedly called out is that they were able to buy Quick Start Roadmapping and start selling (and delivering!) on their roadmaps within a day (though I personally would say ‘a few days’ is a realistic expectation. You do you).

When you order, you'll receive:

  • Specific questions to ask during the roadmap
  • Checklists to follow for the roadmapping process
  • Email swipe files to use before, during, and after the roadmap
  • Advice on the top mistakes to avoid with roadmapping projects
  • An example proposal template to fill out and send after a roadmap
  • An example deliverable template to fill out and send after a roadmap
  • Direction on how to quickly get started running and selling roadmaps to your clients
  • A questionnaire for you to send your client to fill out before the roadmap (so you can start learning about their situation before you meet)
  • An overview of the entire roadmapping process, from "A lead has contacted me" through "What to say when you follow-up after delivering your proposal"

Quick Start Roadmapping is a hybrid product, with a book, supporting video, templates, and a resource library.

Included Inside Quick Start Roadmapping


The Book: Quick Start Roadmapping

A step-by-step process to offer, sell, and deliver paid discovery sessions that help you understand what your clients really want. (PDF, ePub, and Mobi). You'll also receive free updates for life.

Roadmapping Sessions Essentials

Bonus #1: Roadmapping Essentials Guide

You'll get a 'do this, not that' guide to roadmapping, with a 'cheat sheet' for all of the included templates. Here's what one person who bought Quick Start Roadmapping had to say on the Essentials Guide:

The fact that you had a "quick start" document, the questions, and the working session outlines gave me a quick solution I could start using the next day when I had to meet with a client. Then after taking the time to absorb the book, I was able to further refine and improve methods for understanding client needs.  — Brian, B2 Technologies

Kurt Elster Ethercycle Roadmapping Interview

Bonus #2: Kurt Elster on Roadmapping at Ethercycle

Watch this video interview (and read the transcript) with Kurt Elster on how they use roadmapping at Ethercycle.

Roadmapping Overview Webinar

Bonus #3: "Roadmapping Overview" Webinar

Watch this 50-minute pre-recorded Webinar (with Q&A) giving you a detailed overview of the Roadmapping process.


Bonus #4: Roadmapping Resource Library

You'll have everything you need to get started with roadmaps with this resource library:

  • Meeting Agenda
  • Report Template
  • Pricing Estimator
  • Sales Page Template
  • Deliverable Planner
  • Standard Operating Procedures

Bonus #5: Questionnaire Template with Video Walkthrough

The "Roadmapping Questionnaire" is key to the entire Roadmapping process. You'll get a Questionnaire Template to use as a jumping off point as well as a swipe file full of recommended questions that you can add in. You'll also receive a video walkthrough of the Questionnaire, highlighting important features and benefits that this particular Questionnaire Template offers you (and what your own customized Questionnaire should feature).

"What’s unique about Quick Start Roadmapping?"

I want to give you useful, actionable information. Quick Start Roadmapping is built around giving you the documentation, instruction, and examples you need to start offering roadmapping now, for your clients.

You still need to do the marketing and selling of your roadmapping to your prospects. This book will give you the tools, templates, guidance, and instruction that you need to get started.

After reading Quick Start Roadmapping, you'll know what steps to take to offer and deliver roadmapping in your business.

"Is roadmapping effective? Does this work 100% of the time?"

Roadmaps are a very effective way to:

  • Get compensated for your time
  • Work on an initial small project with a client
  • Eliminate 'bad-fit' clients earlier in your process
  • Avoid writing proposals for clients without a budget
  • Develop a rapport and relationship with the client, through a small initial project

However, you get out what you put in. You still have to do the work. I've included everything I could think of to help you on your journey. It's up to you to move forward.

My "Smile On Your Face" Refund Guarantee

I want you to have a smile on your face.

If you are less than 100% satisfied with your purchase, just email me and say so.

Once I hear from you, I will immediately click "Refund" and return 100% of your money to you, no questions asked.

Order Quick Start Roadmapping Today

Quick Start Roadmapping is available for $129

If the email template for how to tell a client you start with a paid roadmapping session alone saves you two hours in a year that you'd otherwise waste writing a proposal and you charge $100/hour, you'll have made back the cost of Quick Start Roadmapping, right there.

And if you go as far as selling a roadmap for $500, $1500, or $5,000+ (yes, I know folks who sell roadmapping for that much -- or more), then you'll have made a very considerable return on your investment.

Order Quick Start Roadmapping for $129

Risk-Free Money Back Guarantee

When you buy Quick Start Roadmapping, you're protected by my risk-free money back guarantee. If you aren't satisfied with the product, just hit 'reply' to your purchase receipt and let me know. I'll refund you 100% of your money. (I may ask a few questions to learn how I could improve the product).

Kai Davis

Have a burning question? Looking for some advice? Think of something that you'd love to see included with this product?

Email me directly at kai@kaidavis.com.


— Kai Davis