How We Work A clear path.A shared direction. From the first conversation to the final handover, know what we’re working toward—and where your team fits in.
YOUR PROJECT, MOVING FORWARD
01 A question ?
02 A clear plan ↗
03 A useful outcome ✓
The details depend on your service
What working togetherlooks like for you. User Research Consultancy Development Testing Digital Marketing Promotolab
01 Questions ◎
02 Conversations ↗
03 Insights ✓
01 Frame the question Agree what you need to learn and which decision the research will inform.
02 Plan the research Choose methods, participant criteria, access, and consent arrangements.
03 Listen & observe Carry out agreed interviews, surveys, observation, or product feedback sessions.
04 Make findings useful Connect themes and evidence to recommendations, priorities, and open questions.
WHAT YOU BRING Your business question, existing research, and access to relevant people where available.
YOUR REVIEW POINT Confirm the research plan before sessions. Review findings in context before choosing actions.
WHAT YOU TAKE AWAY Research findings Customer needs & barriers Practical recommendations 01 Needs ◎
02 Priorities ↗
03 Roadmap ✓
01 Understand the context Review goals, stakeholder needs, existing workflows, and constraints.
02 Define & compare Analyse requirements and practical options, including assumptions and trade-offs.
03 Prioritise the scope Separate first-release essentials from later work. Agree acceptance criteria.
04 Review the plan Validate the requirements and relevant documentation with your team.
WHAT YOU BRING Your idea, stakeholder expectations, current workflows, and any existing brief.
YOUR REVIEW POINT Agree priorities, exclusions, and what completion means before implementation starts.
WHAT YOU TAKE AWAY Requirements & acceptance criteria Relevant planning documents Prioritised roadmap 01 Experience ◎
02 Implementation ↗
03 Release ✓
01 Define the build Agree requirements, screens, integrations, content, and the release scope.
02 Shape & implement Review the intended experience and build the agreed website, app, or software.
03 Check & refine Review working features against the brief and resolve agreed feedback and issues.
04 Prepare the release Agree deployment responsibilities, release checks, documentation, and handover.
WHAT YOU BRING Requirements, brand assets, content, system access, and a nominated reviewer as needed.
YOUR REVIEW POINT Agree design and feature checkpoints. Confirm release readiness and outstanding items together.
WHAT YOU TAKE AWAY The agreed implementation Deployment & handover documentation Known limitations & next steps 01 Coverage ◎
02 Evidence ↗
03 Retest ✓
01 Agree coverage Identify critical journeys, expected results, devices, browsers, and the build to test.
02 Run the checks Carry out the agreed functional, UI, compatibility, or release checks.
03 Report clearly Record reproducible steps, evidence, expected versus actual behaviour, and priorities.
04 Retest changes Verify agreed fixes and report unresolved issues and coverage limitations.
WHAT YOU BRING A testable build, expected behaviour, test accounts, and the agreed device coverage.
YOUR REVIEW POINT Review issue priorities and coverage together. Fixing defects is a separate scope unless agreed.
WHAT YOU TAKE AWAY Test checklist & results Reproducible issue reports Retest status & remaining risks 01 Offer ◎
02 Campaign ↗
03 Response ✓
01 Set the direction Agree the offer, audience, channels, deliverables, budget, and intended action.
02 Create & prepare Prepare agreed content, profiles, page updates, creative, or enquiry destinations.
03 Approve & publish Review messages and assets before the agreed publishing or campaign activity.
04 Review performance Explain available metrics, their limits, and possible next adjustments.
WHAT YOU BRING Brand information, accurate offer details, channel access, and an approval contact.
YOUR REVIEW POINT Confirm creative and spending limits before activity. Advertising spend is separate from service fees.
WHAT YOU TAKE AWAY Approved assets & agreed updates Campaign or publishing activity Performance summary & next steps 01 Experience ◎
02 Reactions ↗
03 Learning ✓
01 Plan the encounter Agree promotion and feedback goals, the audience, setting, and product arrangements.
02 Prepare the experience Plan the demo, trial, sampling, or event activity and neutral questions.
03 Introduce & listen Gather positive reactions, questions, and concerns without steering toward praise.
04 Separate & explain Report activity separately from product feedback and recommend next steps.
WHAT YOU BRING The product or demo, accurate information, audience goals, and practical handling requirements.
YOUR REVIEW POINT Agree participation and feedback arrangements. Reported interest is not a sales forecast.
WHAT YOU TAKE AWAY Activity & participation summary Structured customer feedback Findings & recommendations These workflows guide the discussion. Activities, responsibilities, timing, and deliverables are confirmed for your project.
Five stages. Built around your project.
See what happensat each step. 01 Understand↗ 02 Scope↗ 03 Deliver↗ 04 Review↗ 05 Handover↗
01 / Understand Start with your situation. Discuss your stage, customer problem, and intended outcome.
Review what you already know Identify assumptions and constraints WHAT THIS GIVES YOU A shared problem statement
02 / Scope Agree what the project includes. Choose the service, deliverables, responsibilities, and acceptance criteria.
Define priorities and exclusions Agree timing and review points WHAT THIS GIVES YOU An agreed project scope
03 / Deliver Carry out the agreed work. Research, advise, build, test, or run the agreed marketing activity.
Share progress with your team Discuss changes before extending scope WHAT THIS GIVES YOU Work ready for review
04 / Review Check the outcome together. Review evidence, deliverables, or website behaviour against the agreed brief.
Record feedback and outstanding issues Complete agreed revisions or retesting WHAT THIS GIVES YOU Reviewed deliverables
05 / Handover Make the next step clear. Provide agreed files, findings, documentation, or reports.
Explain limitations and next steps Confirm any separately agreed ongoing support WHAT THIS GIVES YOU A clear handover
Working with your team
A collaboration.Not a guessing game. 01 Your context Share goals, existing information, and the people who need to be involved.
02 Shared checkpoints Review direction and progress at the points agreed for your project.
03 Clear decisions Approve scope and deliverables together. Discuss changes before extending the work.
For websites, apps, and software A release is a decision.Make it with context. Before a build is handed over, agree what needs to be checked, who approves it, and what remains open.
Discuss your development project ↗ 01 Scope & acceptance+ Review the agreed capabilities against acceptance criteria. Record incomplete items and decisions.
02 Quality & critical journeys+ Confirm the agreed test coverage and the status of important customer journeys, fixes, and outstanding issues.
03 Deployment responsibilities+ Agree who provides hosting, domain and environment access, who deploys, and any backup or recovery arrangements needed.
04 Handover & next steps+ Confirm the agreed files, documentation, access transfer, limitations, and any separately scoped support.
Before we begin
A few practical questions. Do I need a complete brief? No. Start with your business question, idea, or challenge. We can discuss which service and scope fit.
How long does a project take? Timing depends on the scope, available information, participants where needed, and agreed deliverables. We discuss the schedule during scoping.
What happens if the scope changes? We discuss changes to priorities, responsibilities, timing, or deliverables before extending the agreed work.
How is research information handled? Participant consent, recording permissions, and access to research material are agreed before sessions. Recordings are included only when consent and scope allow.
What happens after handover? We explain the agreed deliverables, outstanding questions, and next steps. Further development, support, or retesting is discussed as a separate scope.
