Step 1
Retain our services
The work begins when you retain us.
Services / Roadmap
A clear plan before you spend on technology.
A short, focused engagement that ends with a written plan your whole team can understand: what to do first, what can wait, and what to skip.
Discovery Roadmap
What is a Discovery Roadmap?
A Discovery Roadmap is a short planning engagement for small businesses and nonprofits. After you retain us, we set up a discovery. During discovery we work through your needs together and write a scope of project — a plan with priorities, rough effort and the decisions you'll need to make along the way. It recommends whatever fits you best, whether that's a new website, an AI helper, a better process, or waiting.
The problem
Why technology plans often stall
Many plans fail before they start because they begin with a tool instead of a need. Someone sees a demo, buys a subscription, and a few months later nobody is using it. Other plans are so broad that no one knows where to begin.
A useful plan does three things. It's grounded in how your people really work. It names a small first step you can afford. And it says plainly what should stay human. That's what a Discovery Roadmap is for.
What you receive
Conversations with your people
Short interviews with leaders and with the staff who do the day-to-day work.
A look at your current setup
Your website, key tools, and the information you rely on, and how well they work together.
A short list of opportunities
Where better web tools or AI could help, ranked by value and effort.
A sensible sequence
What to do first, what comes next, and what can wait.
Options and trade-offs
A few realistic paths, with the effort and risks of each in plain language.
Simple guardrails
Where a person must stay in charge, and how to handle private or sensitive information.
A walkthrough
We present the plan to your leadership or board and answer questions.
How it unfolds
Step 2
Set up a discovery
We then set up a discovery.
Step 3
Write a scope of project
During discovery we work through your needs together and write a scope of project.
Step 4
Confirm the scope, then develop or hand it on
The scope is confirmed or rewritten during discovery. When discovery is complete, we send the full scope for approval, then either develop it for you or hand it to another company to develop.
Is this right for you?
A good fit if
- You know technology or AI could help, but you're not sure where to start.
- You want an honest outside view before you spend money.
- Your leaders are willing to give a few hours to conversations.
- You'd like a plan your own team could carry out.
Probably not a fit if
- You already have a clear picture of what you want built (book a call and we'll scope it directly).
- You need a large staffed team on site.
- You want a tool purchased this week with no planning.
Who leads the work
Joshua Bridge — Founder, JoshuaBridge.com
Joshua started building websites in Santa Barbara in 1996 and brings more than 25 years of experience in web, application and digital strategy. He leads every engagement personally.
FAQ
Frequently asked questions
What exactly is a roadmap?
A written plan that connects your goals to specific, prioritized technology steps, with clear decisions along the way.
How long does it take?
It depends on the size of your organization and how many people we talk with. We'll agree on a schedule up front.
What does it cost?
The fee is set in a written scope before we start. No package prices are published.
Who needs to be involved on our side?
A leader who can make decisions, and a few of the people who do the work every day.
Will you recommend the tools we already have?
Often, yes. Getting more from what you already pay for is usually the cheapest improvement.
What if the answer is "not yet"?
Then we'll tell you, and explain what would need to change first. That's a useful result too.
Will you build what the plan recommends?
If you'd like us to, we can develop it for you. When discovery is complete and the full scope is approved, we can also hand it to another company to develop, or you may carry it out yourselves.
Do we keep the plan?
Yes. Everything we write for you is yours.
The roadmap begins with a 30-minute call.
We'll ask what's prompting the question, what you've tried so far, and what success would look like for you.