The Impact Report is the summary screen that follows Chat Discovery. It shows what can be delivered for your business, backed by data from the analysis that ran during the chat.
What Is the Impact Report?
The Impact Report is the first screen you see after completing Chat Discovery. It answers the most important question upfront: how many new customers can be generated for your business, at what cost per lead, and what that means in revenue.
What Will You See?
Outcome Summary
At the top of the report, a summary paragraph states the projected results based on the analysis. This includes how many new customers can be generated per month, how many leads per month, the average cost per lead, projected year-one revenue, and projected lifetime revenue from the customers you win.
Monthly Target
Below the summary, your requested number of new customers per month is displayed with an Edit button. You can change this number at any time. When you do, the entire report recalculates: leads per month, cost per lead, and revenue projections all update to reflect the new target. The cost per customer is also shown.
Marketing Gap Snapshot
A grid of score cards shows your performance across every marketing channel that was analyzed. Each card displays the channel name, an icon, and a score out of 100. The channels are: Speed to Lead, GEO, Reviews, Near Me SEO, Business Listings, SEO Performance, Google PPC Ads, Website Accessibility, Facebook Brand Awareness, and Website Conversion.
Click on any score card to see the detailed breakdown for that channel, including what was found during the analysis and the projected impact of closing the gap.
Business Data
At the bottom of the report, the Business Data section shows the inputs behind your projections. This includes lead-to-client conversion rate, call answer rate, missed-call response time, form response time, average ticket value, and customer lifetime value.
Some of these values are system-generated based on your business type and location. These are marked with a "System generated" label. You can update any value using the Edit button. Updating this data affects your plan, so review it carefully and correct anything that does not reflect your business accurately.
What Do the Scores Mean?
Scores are displayed on a 0 to 100 scale. Each channel has its own scoring methodology. A lower score does not mean failure. It means there is significant opportunity for improvement in that channel. A score of 0 may simply mean your business is not currently active in that channel.
What Happens Next?
Once you have reviewed the Impact Report and are satisfied with your monthly target and business data, click "Review detailed growth plan" to proceed to your 12-Month Growth Roadmap.
Frequently Asked Questions
How long does the Impact Report take to generate?
The Impact Report is available immediately after Chat Discovery completes. The analyses run live inside the chat, so there is no additional waiting time.
Can I change my monthly target after reviewing the report?
Yes. Click the Edit button next to your monthly target and enter a new number. The entire report recalculates automatically.
What if the system-generated values for average ticket value or lifetime value are wrong?
Click Edit in the Business Data section and update them. These values directly affect your revenue projections and growth plan, so accuracy matters.
Do I need to act on every low-scoring channel?
Not necessarily. Your Growth Plan will prioritize the channels with the highest potential impact for your specific goals and budget. Some low-scoring channels may be deprioritized if others offer better returns.
