The Discovery section displays a summary of the business information gathered during your initial onboarding. This data is the foundation of your Growth Plan, your Gap Analysis scores, and all marketing content the team creates on your behalf. The Discovery summary is read-only — it shows the information the platform currently has on file for your business.
The Discovery Summary includes the following information about your business:
Goal — your stated monthly revenue target.
Services — all services and products your business offers.
Economics — your customer lifetime value and average ticket value.
Closing Rate — the percentage of leads that convert to paying customers.
Response — your call answer rate and typical response time for missed calls and form submissions.
Current Marketing — whether you have a CRM and any other existing marketing tools.
Service Area — your business address and the geographic area you serve.
Yes — Discovery information can be updated at any time by contacting your account manager. If any figures have changed — such as your closing rate, response times, or services offered — reach out so the information can be corrected. Accurate Discovery data ensures your Growth Plan projections remain relevant to your business.
