🌱 DISCOVERY PACKAGE COLLECTION
A Focused Starting Point
First-time clients — One research question — Exploratory projects — Testing the waters — Gift purchases
Level 1 — ROOTS
Start with a Question
Designed for clients beginning their family history journey or exploring a focused question.
Includes:
✔ Welcome & Project Setup
✔ Client Intake & Discovery Questionnaire
✔ Research Goals & Strategy Worksheet
✔ Up to 2 Research Hours
✔ One Defined Research Question
✔ Findings Summary
✔ Recommended Next Steps
Deliverables:
✔ Digital Findings Summary
✔ Research Notes
Investment:
$100
Optional Add-Ons:
🧬DNA Testing Kit — TBD
Best For:
“I don’t know where to start.”
validating a family story
beginner genealogy
small focused projects
Level 2 — BRANCHES
Build on Discovery
Designed for clients seeking a deeper investigation into a family question.
Includes:
Everything in ROOTS, plus:
✔ Up to 5 Research Hours
✔ Expanded Documentary Research
✔ Preliminary Record Correlation
✔ Historical Context Notes
✔ One Follow-Up Consultation
Deliverables:
✔ Research Summary Report
✔ Findings & Recommendations
✔ Digital Materials - via Google Drive
Investment:
$250
Optional Add-On:
🧬DNA Testing Kit — TBD
📚 Research Binder — $50
Best For:
expanding one family line
brick wall exploration
immigration questions
Level 3 — ROOTED
Transform Questions Into Discovery
Designed for clients seeking a more developed research experience.
Includes:
Everything in BRANCHES, plus:
✔ Up to 10 Research Hours
✔ Expanded Evidence Analysis
✔ Research Correlation
✔ Timeline Development
✔ Preliminary Family Reconstruction
✔ Final Review Meeting
Deliverables:
✔ Research Report
✔ Findings Summary
✔ Timeline
✔ Research Recommendations
Investment:
$500
Optional Add-Ons:
🧬DNA Testing Kit — TBD
📚 Research Binder — $50
📖 Hardback Family History Book — TBD
Best For:
deeper family questions
family reconstruction
preservation projects
clients considering larger packages later