Chat Discovery

Chat Discovery is an interactive, guided intake process designed to collect essential information about your business. Think of it as a smart questionnaire that adapts to your responses, asking follow-up questions to ensure we capture all the details needed to build a comprehensive marketing strategy.

The chat interface is simple and conversational. You can type your answers naturally or select from quick-reply options when available. The system is designed to make the process as smooth and efficient as possible.

What Questions Does the Chat Ask?

The chat gathers core business information to build a clear picture of how the business operates today. While the exact wording and order may vary, the conversation generally covers growth goals, business identity, location, service coverage, products or services, customer value, sales performance, response habits, and current marketing activity.

This may include details such as revenue targets, business name and website, primary address and service areas, average order value, customer lifetime, purchase frequency, close rate, referral rate, lead response time, and existing marketing efforts.

Why Does the Chat Ask These Questions?

These questions help capture the business context needed for the next phase of planning. The information collected helps define business goals, clarify where the business operates, reflect what it offers, and document the commercial and operational factors that influence growth.

It also helps establish a baseline for how the business currently acquires, converts, and retains customers, so later planning can be based on actual business inputs rather than assumptions.

How to Use Chat Discovery

Answering Questions

You can answer questions in plain language - there's no need to use technical terms or specific formats. The system is designed to understand natural responses. When quick-reply chips are available, you can tap them to select a predefined answer and move forward faster.

Special Input Types

Depending on the question, the chat may present different input options:

• Text input - Type your answer freely

• Quick replies - Tap predefined options for faster responses

• Address autocomplete - Start typing and select from suggestions

• Service area selector - Confirm the geographic areas you serve

• Multi-select - Choose multiple options when applicable

What to Expect

Processing Time

Occasionally, you may notice the interface appears to be "waiting." This is normal and happens when the system is:

• Preparing customer lifetime value calculations

• Resolving service area data

• Updating your onboarding state

These brief pauses ensure that your marketing plan is built on accurate, up-to-date information.

Moving Forward

When you see a "Continue" button, it means the system has enough information for the current step and you can proceed without typing more. Once discovery is complete, you'll see an option to access your analysis and marketing plan.

Important Notes

Please keep the following in mind during Chat Discovery:

• This is not a live support chat - responses are automated and designed to collect information for your marketing plan

• The question sequence may vary - different businesses may see different questions based on their unique situation

• Analysis requires multiple answers - your marketing plan will be generated after sufficient information is collected

• Be as accurate as possible - the quality of your marketing recommendations depends on the accuracy of the information you provide

Frequently Asked Questions

Q: Can I skip questions?

A: The chat is designed to collect essential information. While some questions may have quick-reply options, skipping critical questions may prevent the system from generating a complete marketing plan.

Q: What if I don't know the answer to a question?

A: Provide your best estimate. Approximate values are better than leaving questions unanswered. You can also update this information later if needed.

Q: How long does Chat Discovery take?

A: Most users complete Chat Discovery in 5-10 minutes, depending on the complexity of their business and how much detail they provide.

Q: What happens after Chat Discovery is complete?

A: Once discovery is complete, the system will generate your Gap Analysis, Customer Acquisition Cost overview, and Marketing Plan. You'll receive a notification when these are ready to review.