Chat Discovery is an interactive, guided intake process designed to collect essential information about your business. It works like a smart questionnaire that adapts to your responses, asking follow-up questions to ensure all the details needed to build your marketing plan are captured.
The chat interface is simple and conversational. You can type your answers naturally or select from quick-reply options when available. The process is designed to be 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 your business operates today. The conversation covers how many new clients you want to generate per month, your name and email address, your website URL, whether you have a Google Business Profile, your business name as it appears in your GBP, your HQ address, optional additional service areas, and how quickly you respond to incoming leads, including your call answer rate, missed call return time, and form response time.
Why Does the Chat Ask These Questions?
These questions capture the business context needed to build your marketing plan. The information collected helps define your goals, clarify where your business operates, reflect what you offer, and document the commercial and operational factors that influence growth.
It also establishes a baseline for how your business currently acquires, converts, and retains customers, so your plan is based on actual business inputs rather than assumptions.
How to Use Chat Discovery
Answering Questions
You can answer questions in plain language. There is 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:
Quick replies — tap predefined options for faster responses. Most questions in the chat use this format.
Text input — type your answer freely when a specific response is needed, such as your name, email, or website URL.
Address autocomplete — start typing and select from suggestions.
Service area selector — confirm the geographic areas you serve, with the option to add up to four additional areas beyond your HQ.
What to Expect
Processing Time
After the initial questions, the chat runs a series of live analyses directly inside the conversation. Each analysis displays an animated progress checklist so you can follow along in real time. The analyses cover your website conversion readiness, keyword opportunities, Google reviews, Google Maps ranking, AI search visibility, and Google Ads. There is no separate loading screen. Results appear as each analysis completes.
Moving Forward
When you see a "Ready" button, the system is prepared to move to the next stage of the analysis. Once all analyses are complete, the chat presents a summary of what it found and a button to review your Growth Plan.
Important Notes
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 specific situation.
Analysis requires multiple answers. Your marketing plan is generated after sufficient information is collected.
Be as accurate as possible. The quality of your marketing plan depends on the accuracy of the information you provide.
To ensure accurate analysis results, make sure your business name, website, and address are entered exactly as listed on your Google Business Profile. Incorrect or inconsistent information may reduce the quality of the analysis.
Frequently Asked Questions
Can I skip questions?
The chat is designed to collect essential information. While some questions have quick-reply options, skipping critical questions may prevent the system from generating a complete marketing plan.
What if I do not know the answer to a question?
Provide your best estimate. Approximate values are better than leaving questions unanswered. You can update this information later if needed.
How long does Chat Discovery take?
Most users complete Chat Discovery in 2 to 4 minutes. The live analyses that run inside the chat take a few additional minutes, but you can follow along in real time as they complete.
What happens after Chat Discovery is complete?
Once discovery is complete, you are taken directly to your Growth Plan, which shows how many new clients can be generated for your business, at what cost per lead, and what that translates to in revenue. From there, you can explore your full Impact Report and 12-Month Growth Roadmap.
