Goals come first, because a website with no defined objective drifts into subjective revision cycles that never resolve [1][4]. A well-run consultation moves through five things in order: business goals, audience and buyer journey, a live look at the current site's data, how ideas will be prioritized, and an agreed next step [1][2][4].
Business goals and success metrics
The meeting should translate "we need a new website" into specific, measurable targets: more qualified leads, a higher demo-booking rate, a shorter sales cycle, whatever the business is actually trying to move [4]. Growth-driven design ties every later decision back to these goals, so a consultation that never nails them down has nothing to prioritize against [4].
Audience and buyer journey
Next comes who the site is for and how they decide. A good partner asks about your best-fit customers, the problems that bring them to the site, and the steps they move through from first visit to purchase, then sketches that journey out loud [1]. This is where persona and jobs-to-be-done thinking enters, because the strategy phase maps content to each stage of that journey [1].
A live look at the data
The consultation should pull up real analytics, not talk about them in the abstract. Reviewing current traffic and conversion behavior is part of the standard strategy audit, and starting it in the first meeting tells you the partner works from evidence rather than assertion [2]. The specific numbers that matter most are broken out in the next section.
How ideas get prioritized
Every improvement idea should be headed for a ranked list, not a build-everything scope. In the model, requirements are ranked by the impact each has on your goals against the time and effort to deliver it, and the first build ships only the top slice of that list [4]. A consultation that collects a long feature request with no ranking mechanism is not applying the method [4].
An agreed next step
The meeting should close on one concrete next action, usually a scoped strategy engagement with a timeline attached, rather than an open-ended commitment [3]. What that next step should and should not look like is covered further down.