What is the Discovery Section?
The Discovery section displays a summary of the business information gathered during initial onboarding. This data is the foundation of the Growth Plan, the Gap Analysis scores, and all marketing content the team creates. The Discovery summary is read-only — it shows the information the platform currently has on file for the business.
What the Discovery Summary Contains
The Discovery Summary includes the following information about the business:
Goal — the stated monthly revenue target.
Services — all services and products the business offers.
Economics — customer lifetime value and average ticket value.
Closing Rate — the percentage of leads that convert to paying customers.
Response — call answer rate and typical response time for missed calls and form submissions.
Current Marketing — whether a CRM is in place and any other existing marketing tools.
Service Area — the business address and the geographic area served.
Frequently Asked Questions
Can the Discovery information be updated?
Yes — Discovery information can be updated when needed. Keeping this data accurate ensures that Growth Plan projections and marketing strategies remain aligned with the current state of the business.