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 value, 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.

Gap Analysis Overview

The Gap Analysis is the diagnostic phase that follows Chat Discovery and precedes your Marketing Plan.
This comprehensive evaluation assesses your business across multiple marketing channels, comparing your current performance against industry benchmarks to identify the biggest opportunities for growth. It answers four critical questions:

- Where are the biggest marketing gaps in your current strategy?
- Which marketing channels matter most for your business?
- What impact could improvement have on your revenue?
- Do we have enough information to build a data-driven marketing plan?

What is the Objective?
The primary objective of Gap Analysis is to prevent guesswork in your marketing strategy.

Gap Analysis helps determine:

- Which problems are traffic problems (not enough visitors)
- Which are conversion problems (visitors not becoming customers)
- Which are follow-up problems (leads not being nurtured)
- Which channels are strong enough to deprioritize
- Which channels are weak enough to include in your roadmap
- Without this diagnostic phase, your marketing plan would be based on generic recommendations rather than your specific situation.

What Does Gap Analysis Include?
Gap Analysis evaluates the business across marketing channels, grouped into three core areas: conversion, traffic, and follow-up.

Conversion Analysis looks at how effectively the digital presence turns visitors into leads or customers. This includes areas such as website performance, usability, accessibility, and online reputation.

Traffic Analysis looks at how the business is discovered online. This includes visibility across search, paid campaigns, directory presence, and broader brand awareness.

Follow-up Analysis looks at how effectively the business responds to new opportunities. This includes response speed and how well marketing efforts align with the right geographic areas.

Together, these areas help identify where the business is performing well, where gaps may exist, and which parts of the customer journey may need closer attention in the next phase.

What Will You See?

Overview Screen. The Gap Analysis overview displays:

- Your business name and key information
- Grouped analysis cards organized by category (Conversion, Traffic, Follow-up)
- An explanation of the Gap Analysis purpose
- A next-step button to proceed to your Marketing Plan
- Individual Analysis Cards
- Each channel analysis includes:
- Product icon and channel name
- Performance score (0-100 scale)
- Performance label (e.g., "Needs Improvement," "Good," "Excellent")
- Importance description - why this channel matters
- Projected monthly impact - estimated revenue opportunity
- Visual explanation specific to that channel

A lower score doesn't mean you're failing - it means there's significant opportunity for improvement in that channel.
How to Navigate Gap AnalysisViewing Analysis DetailsClick on any analysis card to see detailed results for that channel. The detail view provides deeper insights into your performance and the specific factors affecting your score.
Navigation OptionsAll Results - Returns you to the main Gap Analysis overview from any detail page
Previous / Next - Moves through channel detail pages in sequence
Go to Marketing Plan - Proceeds to your personalized marketing roadmap once analysis is complete
Processing StatesYou may see status indicators like "Waiting," "Preparing," or "Generating." These indicate that analysis or plan generation is still in progress. The system is gathering data and preparing your recommendations. Please wait for these processes to complete before proceeding.
Why Gap Analysis MattersGap Analysis is the evidence layer of your marketing strategy. It transforms your marketing plan from guesswork into a data-driven roadmap by:
Finding the biggest growth gaps in your current marketing
Quantifying the likely upside of addressing each gap
Giving your Marketing Plan a defensible reason for what it includes
Without Gap Analysis, you might invest in channels that are already performing well while neglecting areas with the highest growth potential. The analysis ensures your marketing budget is allocated where it will have the greatest impact.
Frequently Asked QuestionsQ: How long does Gap Analysis take?
A: Gap Analysis typically completes within a few minutes after you finish Chat Discovery. Some channels may take longer depending on the amount of data being analyzed.
Q: What if I disagree with a score?
A: Scores are based on objective data and established methodologies. If you believe there's an error, please contact support with specific details about which channel and why you think the score is inaccurate.
Q: Do I need to act on every low-scoring channel?
A: Not necessarily. Your Marketing 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.
Q: Can I edit the analysis results?
A: No, Gap Analysis results are generated based on data and cannot be manually edited. If you believe there's an error in the underlying data, please contact support.

The GEO / AI Analysis section evaluates how your business appears in modern, AI-powered "grounded" search results. Unlike traditional search lists, this section measures your visibility in AI-driven recommendation sets (such as ChatGPT, Google Gemini, and Perplexity) for specific local searches. This is a strategic view of how well AI engines "trust" and recommend your business to high-intent local customers.

Why is this important?

The way customers find businesses is shifting from scrolling through long lists to receiving direct, AI-generated answers. If your business isn't "grounded" in these results, you are invisible to a growing segment of the market. This section identifies your "visibility gap" and shows you exactly what you are leaving on the table compared to the top-performing competitor in your area.

Performance Score

The GEO score is measured on a 0–100 scale.
It represents how close your business is to the local market leader in terms of visibility and estimated call volume within AI results. It is a comparative score: a 100 would mean you are the dominant recommendation, while a lower score indicates a significant gap between you and the top-ranking business.

Search Term

This is the locally phrased commercial query we used to evaluate your business.

How it's generated: We take your top industry keyword and combine it with your primary location (e.g., "Best tropical smoothies in FL 33135").

Purpose: This reflects how a real customer in your area actually searches for your services, allowing us to test your visibility in a realistic, high-value scenario.

Projected Monthly Impact

This section estimates the growth potential your business could unlock by improving its AI visibility.

Current Calls: Your current estimated monthly calls coming from these AI/grounded result sets.

Potential Calls: The "call gap." This is the estimated number of additional monthly calls you are currently losing to the market leader.

New Clients: An estimate of how many new customers these additional calls could convert into each month.
This is a high-level estimate of the monthly business this channel could unlock if the visibility gap is closed.

GEO Analysis Results (Competitor Comparison)

This section compares your business directly to others in the AI-generated result set for your specific search term.

Share of Voice (SOV): This is your visibility signal. It represents your "slice of the pie" in AI recommendations. A weak SOV means competitors are being mentioned and cited much more frequently than you.

Stability: This measures how consistently you appear in these results. High visibility is only valuable if it is stable over time.

Relative Grade: Your performance is expressed as a percentage of the leading business’s success, showing you exactly how far you need to climb to become the top recommendation.

Low Score

A low score in this section is typically due to:

Weak Share of Voice: You are rarely mentioned in the grounded-answer result set compared to competitors.

A Large Call Gap: The market leader is capturing significantly more interest and leads than your business.

Lack of Stability: Your presence in AI results is sporadic or non-existent.

Authority Gaps: AI engines lack enough consistent, verifiable data to "ground" your business as a primary recommendation.

Impact on Visibility and Leads

GEO / AI visibility serves as a future-facing lead generation tool.

Strong GEO presence → High-trust AI recommendations.

High-trust recommendations → More direct calls and inquiries.

Increased calls → More new clients and revenue.
If your GEO score is low, you are effectively ceding your local market to competitors who have better-optimized AI signals.

Recommendations (Strategic Guidance)

These recommendations are system-generated interpretations intended as directional advice to improve your future search visibility:

Strengthen Authority: Improve the digital signals that help AI engines verify your business as a trusted local leader.

Optimize Local Content: Ensure your website and profiles explicitly answer the specific commercial intent of local searchers.

Enhance Local Presence: Focus on increasing mentions and citations of your business within your specific geographic area to boost Share of Voice.

Improve Stability: Align your information across all platforms to provide the consistent signals AI engines require to recommend you.

The GEO product is designed to increase your Share of Voice in AI-powered search engines like ChatGPT, Gemini, and Perplexity, closing the call gap with local competitors and generating new leads from emerging AI-driven channels.

Overview: What is Facebook Brand Awareness?

This analysis looks at the opportunity to run Facebook awareness campaigns that "warm up" your local market. By building trust and recognition on social media, you ensure that when a customer eventually searches for your services on Google, they are already familiar with your brand. This makes them more likely to click on your ad and convert into a lead.

Why Is This Important?
Visibility on Facebook acts as a force multiplier for your other marketing efforts.

Trust & Clicks: High local awareness increases your click-through rates on Google because you are the "familiar first choice."

Lowering Costs: When trust is higher, lead costs typically drop.

Market Defense: Strong awareness prevents competitors from capturing your potential clients by establishing your business as the authority in the area before the customer even starts their search.

Performance Score

The performance score is the channel’s normalized rating on a 0–100 scale.
It reflects how strong Facebook Brand Awareness looks for your business specifically as a supporting traffic channel. Rather than judging it as a direct lead engine, this score evaluates whether the channel is likely to successfully improve your paid search efficiency and brand familiarity. We compare this score on the same scale as other channels in the analysis to help you see where it fits in your overall priority list.

Projected Conversion Impact
This section visualizes the financial benefit of supporting your search ads with social awareness.

Current Google CPL (Cost Per Lead): This is the average amount you currently pay to generate one lead through Google Ads alone

Optimized CPL: This is the projected cost per lead once Facebook awareness support improves your PPC efficiency.

The Efficiency Gain: If the report shows a decrease, it means your average cost to generate each lead could be reduced by that amount because your brand has become more trusted and recognized in your area.

Projected Monthly Impact
This is a high-level estimate of the additional monthly business this channel could unlock.

Recommendations (Strategic Guidance)

These recommendations are high-level, directional suggestions for growth, not a step-by-step task list.

Improve PPC Efficiency: Use awareness campaigns specifically to lower your Google lead costs.

Long-Term Strategy: Give these campaigns enough time to build familiarity; the reduction in CPL happens as your brand becomes more "grounded" in the minds of local consumers.

Directional Advice: These interpretations guide you on how to strengthen your overall market presence to support long-term lead generation.

The Facebook Brand Awareness product is designed to warm up your local market through social media recognition, reducing your Google Ads cost per lead, increasing click-through rates, and making your brand the familiar first choice before customers even begin their search.

Google PPC (Pay-Per-Click) ads are paid search placements designed to capture existing demand. We analyze this channel to determine how well it can drive immediate clicks, leads, and new clients. It is most effective when search intent is clear, your business economics can support the cost-per-lead, and you have the capacity to follow up quickly to convert these high-intent prospects.

Why Is This Important?

PPC advertising is one of the primary drivers of targeted buyer traffic. It is critical because:

Immediate Results: It generates leads instantly while you work on building your long-term organic presence.

Capturing Intent: It puts your brand in front of customers at the peak of their buying journey.

Market Competition: It allows you to compete for the top spots on Google for high-value keywords that your competitors are likely alread bidding on.

Performance Score

The performance score is the channel’s normalized rating on a 0–100 scale.

This score measures how well the channel is currently doing for your business. It reflects the current strength of Google PPC as a lead-generation source and a supporting traffic channel. We use this score to evaluate your current search efficiency and brand familiarity, providing a signal of your existing performance that can be compared on the same scale as other channels in the analysis.

Projected Monthly Impact

This is a high-level estimate of the monthly business upside this channel could unlock if it is improved or activated.

Impact on Visibility and Leads
Google PPC acts as the "accelerator" for your lead generation. While other channels build authority over time, PPC provides a direct path to revenue:

Targeted Traffic → Direct clicks from customers with immediate needs.

Immediate Leads → High-intent users calling or filling out forms.

New Clients → Increased revenue through fast follow-up and conversion.
If your PPC score is low, it means your competitors are effectively "monopolizing" the most valuable search traffic in your area, and there is a significant opportunity to reclaim that market share.

Recommendations (Strategic Guidance)
These system-generated recommendations provide directional advice on how to use Google PPC to support your growth:

Focus on High Intent: Prioritize keywords where the searcher is ready to buy, ensuring your budget is spent on the most profitable traffic.

Optimize for Conversion: Ensure your ads and landing pages are aligned to capture the lead as efficiently as possible, lowering your overall cost per acquisition.

Evaluate Economics: Use the data to ensure that the cost of these leads fits your business model for long-term sustainability.

Need to clarify TARGET KEYWORD PORTFOLIO

The Google PPC product is designed to capture high-intent search traffic instantly, putting your brand in front of buyers at the peak of their purchasing journey, and reclaiming market share from competitors who are currently monopolizing the most valuable keywords in your area.

The Business Listings section evaluates how accurate and consistent your business information is across online directories like Google, Yelp, Bing, and others. It focuses on your name, address, and phone number (NAP) and checks whether this information matches across different platforms. This section is considered a foundational signal for local visibility and trust.

Why is this important?

Accurate business listings help customers find and contact your business easily. When your information is consistent across directories, it strengthens trust and improves your visibility in search results and maps. If listings are missing or inconsistent, it can reduce your chances of being discovered and weaken the performance of other channels like SEO and Near Me SEO.

Performance Score

The performance score is based on how consistent and accurate your business information is across directories. It is measured on a 0–100 scale.

Main Listing Score (33.33%):
Focuses on the most important platforms, especially Google and a key secondary listing (like Yelp). These carry more weight because they have the biggest impact on visibility.

Total Listings Score (20%):
Reflects overall accuracy across a wider set of directories (around 50 sites). This shows how consistent your business information is across the broader web.

A low score means your business information is inconsistent, missing, or incorrect across multiple platforms.

Business Listings Analysis

Each directory (Google, Yelp, Bing, etc.) represents a place where your business information appears online.

Green indicators = correct match

Red indicators = incorrect or missing data

“No listing found” means your business does not exist on that directory.

“No reviews found” means there is no available review data for that listing.

Each listing checks:

Business name

Address

Phone number

Even small mismatches reduce accuracy.

Low Score

The score is low because:

Multiple directories have no listing at all (Bing, YP, EZlocal, MapQuest)

Some listings have missing or incorrect data (e.g., Facebook missing phone)

There are inconsistencies in address formatting across platforms

Some listings exist but have no supporting data like reviews

Since each field is evaluated strictly as match or no-match, these issues significantly reduce the score.

Impact on visibility and leads
Business listings do not directly generate leads, but they play a critical supporting role.

Strong listings → better local visibility

Better visibility → stronger SEO and map rankings

Stronger rankings → more calls and leads

Missing or inconsistent listings weaken this entire chain and reduce customer acquisition over time.

Recommendations (What to fix)
To improve performance:

Fix name, address, and phone inconsistencies across all directories

Create missing listings on major platforms (Bing, YP, MapQuest, etc.)

Remove duplicate or outdated listings

Standardize formatting across all platforms

Ensure all key listings are fully completed and accurate

The biggest impact comes from fixing core data consistency on major directories first.

The Business Listings product is designed to fix inconsistencies in your name, address, and phone number across online directories, strengthening your local search visibility, improving map rankings, and laying the foundation for stronger SEO and lead generation performance.

This section evaluates your business’s online reputation and social proof based on review count, average rating, and how you compare to competitors. It shows how strong your reviews are in influencing customer trust, visibility, and conversion performance.

Performance Score

The performance score reflects your review strength based on rating quality and review volume compared to competitors or benchmarks. A score of 100 means your business is performing at the top level in your market.

Why this is important

Reviews influence whether customers choose your business or a competitor. Strong ratings and high review volume increase trust, improve visibility, and help convert more searches into calls and inquiries.

Projected Monthly Impact

Rating Strategy
Represents your current review performance, including your average rating and total review count, used to assess how strong your reputation is compared to competitors.

Profile CTR
Shows your share of clicks from local search results. Reviews improve this by increasing trust, which makes customers more likely to choose your business over others.

New Growth
Represents the additional leads and clients expected from improving review performance. A value of 0 indicates that the business is already performing at a high level with no measurable gap.

Review Analysis

Displays your total number of reviews and average rating, helping evaluate your current reputation strength.

Recommendations

This section provides actions to improve review performance, such as generating more reviews, improving ratings, and strengthening trust signals.

The Reviews product is designed to strengthen your online reputation by improving your review volume and ratings, increasing customer trust, boosting your profile click-through rate, and converting more local searches into calls and new clients.

This section evaluates your organic search visibility based on keyword rankings, search demand, and lead potential.

Performance Score

The performance score reflects how many of your tracked keywords are ranking in Google’s top 10 results. A higher score means stronger visibility, while a score of 0 indicates that none of the tracked keywords are ranking on page one.

Why this is important

SEO helps your business capture long-term demand from customers searching for your services. If your business is not ranking for key terms, you are missing organic traffic, leads, and opportunities.

Projected Monthly Impact

Added Clicks
Estimated increase in website visits based on improved keyword rankings and search demand.

Added Leads
Estimated number of additional potential customers generated from increased traffic.

New Clients
Estimated number of new paying customers based on lead conversion.

Keyword Ranking Analysis
This section shows your current position for important service-related keywords.

Rankings closer to the top (Top 10) = higher visibility

Lower rankings or “Not found” = little to no visibility

The goal is to reach page one (Top 10) for these keywords

Recommendations

This section highlights the main actions needed to improve rankings, such as optimizing website content, improving local listings, and targeting high-value keywords.

The SEO product is designed to improve your organic search rankings for high-value keywords, driving long-term website traffic, generating consistent leads, and capturing demand from customers actively searching for your services.

This section evaluates how well Google Local Service Ads fit your business as a high-intent, phone-first lead channel and whether it is more efficient than other options like PPC.

Performance Score

The performance score reflects how suitable and effective LSA is for your business. It is based on factors such as estimated lead cost, remaining lead targets, setup timing, and whether LSA is more efficient than PPC. Scores are normalized on a 0–100 scale.

Why this is important

This section explains why LSA can be a strong lead source, especially for businesses that rely on phone calls and serve local, urgent demand. It highlights the value of trust, fast response time, and high-intent leads.

Evaluation Criteria

These factors determine how well LSA fits your business:

Local focus: Whether your business serves local areas effectively

Trust factor: Your credibility, reviews, and verification readiness

Service based: Alignment with service-based categories

Eligible category: Whether your services qualify for LSA

Mobile local search: Demand from mobile, location-based searches

Lead generation need: Whether your business benefits from high-intent leads

Each score (e.g., 8.5/10) reflects how strongly your business meets these conditions.

Recommendations

This section provides actions to improve LSA performance, such as:

Setting up local profiles per location

Completing verification requirements

Improving reviews and trust signals

Responding quickly to leads

Tracking and managing leads through CRM

These recommendations focus on increasing lead quality, response speed, and ROI.

The Google Local Service Ads product is designed to connect your business with high-intent, phone-ready local customers, generating immediate calls at a lower cost than traditional PPC and building trust through Google's verification and review system.

This section shows how visible your business is in Google Maps for local searches like “near me” or city-based queries. It focuses on your ranking position and how that visibility impacts clicks, leads, and new customers.

Performance Score

The performance score (e.g., 80.5) reflects how well your business ranks in local search results.

Rankings in the top 3 positions result in the highest scores

The score decreases as rankings drop

If your business is not ranking, the score can be very low

This score is based on your position in the Google map results.

Why this is important

Near Me SEO helps capture customers who are actively searching for services nearby and are ready to take action.

Higher rankings lead to:

More visibility

More clicks

More calls and leads

Lower rankings mean:

Missed opportunities

Customers are choosing competitors instead

Grid Map (Local Ranking Map)

The grid represents your rankings across a geographic area around your business.

It uses a 7x7 grid centered on your location

Each number shows your Google Maps ranking in that specific area

Rankings 1–3 = strong visibility

Rankings below 3 indicate missed opportunities

This helps identify where your business is performing well and where it needs improvement.

Location

This shows the central point used for the analysis (your business address).

All rankings are measured relative to this location.

Projected Monthly Impact

This section estimates how your results could improve after optimization.

It includes:

Additional clicks
Shows the estimated increase in website visits per month if your rankings improve.

Additional leads
Represents the additional potential customers generated from improved visibility.

New potential clients per month
Estimates how many new paying customers could be gained per month based on increased leads.

Top Priority Keywords

This section shows the most important local search terms for your business.

For each keyword, it shows:

Your current ranking
Whether you appear in the map pack
Search volume (in some cases)
Keywords with lower rankings represent the biggest growth opportunities.

NOT IN MAP PACK

This means your business is not appearing in the top local results for that keyword.

Since most users click on the top results:

Not appearing here reduces visibility

Leads to fewer clicks and leads

The Near Me SEO product is designed to improve your Google Maps rankings for local searches, capturing high-intent nearby customers, increasing clicks and calls, and expanding your visibility across the geographic areas where competitors are currently winning.

This section evaluates how accessible your website is for different users, including those using assistive technologies. It is based on four core areas (Perceivable, Operable, Understandable, Robust) and identifies issues that may block users from navigating, reading, or interacting with your site.

Performance Score

The performance score is calculated by averaging the four accessibility pillars. It reflects how well your website meets accessibility standards and how easily users can interact with your content.

Why this is important

Website accessibility ensures that all visitors can use your site without friction. When accessibility issues exist, users may not be able to navigate pages, complete forms, or take action, which leads to lost opportunities and lower conversions.

Lawsuit Risk

This section highlights the legal exposure caused by accessibility issues. A high risk indicates that critical issues were detected that may lead to compliance violations and potential legal action.

WCAG 2.1 Scores

Perceivable: Content can be seen or understood by users

Operable: Users can navigate and interact with the site

Understandable: Content and actions are clear and predictable

Robust: The site works across devices and assistive tools

Each score is based on detected issues and their severity.

Recommendations

This section provides specific actions to fix accessibility issues, such as improving structure, navigation, and usability. These fixes help remove barriers, making the website easier to use and improving conversion potential.

The Website Accessibility product is designed to fix usability and compliance gaps on your website, removing barriers for all users, reducing legal exposure, and ensuring every visitor can navigate, interact, and convert without friction.

The Website Conversion section evaluates how effectively your website experience turns visitors into leads. Rather than looking at how many people visit your site, this analysis looks at what happens once they arrive. It identifies growth opportunities by assessing high-level factors like messaging clarity, trust signals, and user flow to ensure your site is designed to guide visitors toward contacting you.

Why is this important?

Your website is where traffic officially becomes business. If your site has a poor conversion experience, your marketing spend is effectively wasted because visitors won’t call, book, or submit forms. By optimizing your conversion rate, you can significantly increase your number of leads using your existing traffic, without needing to spend more on ads or SEO.

Performance Score

The website conversion score is a 0–100 rating that measures the strength of your current on-page experience.
This score is informed by visible factors such as your calls-to-action (CTAs), copy, trust signals, conversion widgets, and overall design accessibility. A low score indicates "conversion gaps" where visitors are likely dropping off instead of reaching out to your business.

Projected Monthly Impact

This is a high-level estimate of the "opportunity size"—the extra business your website could generate each month if its performance is improved.

Conversion Rate: This is the estimated percentage of website visitors who currently turn into leads (inquiries, calls, or form submissions).

Added Leads: This is the estimated number of extra leads your website could generate if your conversion rate improves from its current level to a fully optimized level. It highlights the lead opportunity you are currently missing.

Detailed Analysis Signals

We evaluate several specific elements on your page to determine your conversion strength. Each of these represents a critical touchpoint for a potential customer:

Hero Title and Subtitle Copy: This is the main headline and supporting text at the very top of your site. We assess how clearly this message explains your offer and whether it motivates visitors to take action immediately.

General Website Copy: This refers to the broader written content across your site, such as service descriptions and explanatory sections. We look for clarity and how well this text supports the goal of turning a reader into a lead.

CTA Niche Fit: This measures how well your "Call to Action" (e.g., "Schedule a Consultation" vs. "Buy Now") matches your specific industry and what your visitors expect to see.

Above-the-Fold CTA: This is the primary button or prompt a visitor sees immediately upon loading the page without scrolling. We check if it clearly prompts the visitor to take the next step (calling, booking, etc.).

Graphic Appeal: This is the visual polish and "scannability" of your site. A professional, high-quality design builds the immediate trust necessary for a visitor to stay on the page.

Conversion Widgets: We look for visible tools that make it easier for visitors to take action, such as live chat, booking calendars, or lead-capture forms

Social Proof: This is the "trust layer" of your site. We evaluate visible elements like reviews, testimonials, and awards that give visitors the confidence to contact you.

The Website Conversion product is designed to turn your existing website traffic into more leads, optimizing your calls-to-action, trust signals, and on-page experience so more visitors contact your business without increasing your ad spend.

Your Marketing Plan is the execution roadmap that transforms your Gap Analysis and Customer Acquisition Cost insights into a structured, month-by-month strategy for reaching your revenue goals. This article explains what your Marketing Plan includes, how to navigate it, and how to make updates when your business needs change.

What is the Marketing Plan?
The Marketing Plan is your personalized execution roadmap. It converts the insights from your Chat Discovery and Gap Analysis into a concrete strategy that shows:

Your target growth path - the revenue goal you're working toward
Monthly budgets - how much to invest each month
Monthly leads and clients - projected customer acquisition
Monthly revenue projections - expected income growth
Month-by-month tactical priorities - what to focus on each month

Think of your Marketing Plan as your GPS for business growth - it shows not just where you're going, but the specific route to get there, with clear milestones and expected progress along the way.

How the Plan is Built
Your Marketing Plan is generated using a sophisticated process that considers multiple data points:

• Discovery collects your business and economic inputs
• Gap Analysis finishes and computes conversion metrics
• Plan generation starts with your specific parameters
• The system creates itemized plan items and budget data
• Roadmap phases are generated with tactical priorities
• Your CAC/ROI overview is calculated
• Your plan is ready for review and execution
• Key Inputs That Shape Your Plan
• Your plan is customized based on:
• Target monthly revenue - your goal
• Target months to reach goal - your desired timeline
• Gap Analysis results - your specific channel opportunities
• Average ticket price - revenue per transaction
• Purchase frequency - how often customers buy
• Customer stay duration - how long customers remain active
• Referral rate - new customers from existing customers
• Lead close rate - percentage of leads that become customers
• Follow-up score - how effectively you respond to leads

Top Bar Success Metrics
At the top of your Marketing Plan, you'll see key success metrics that provide a quick overview of your plan's performance and projections:

Monthly Goal
This is your target monthly revenue - the amount you want to add to your business each month. This goal drives all calculations in your plan.

Velocity
Velocity shows how many months your plan will take to reach your goal. This helps you understand the pace of growth and set realistic expectations.

Earliest Duration to Goal
This metric shows the earliest month the system believes your goal can realistically be achieved based on your inputs and market conditions.

Yearly Revenue
Projected total revenue across the 12-month roadmap view. This helps you understand the annual impact of your marketing investment.

Yearly Budget
Projected total marketing spend across the 12-month roadmap. This is your total investment to achieve the projected revenue.

Immediate ROI
A short-horizon ROI view showing expected returns in the near term. This helps you understand how quickly you'll see returns on your investment.

Lifetime Value
The projected value created by the plan over your modeled customer lifetime. This shows the long-term impact of your marketing strategy.

Lifetime ROI
A lifetime-oriented return measure comparing projected long-term value to planned spend. This metric helps you evaluate the overall financial attractiveness of your plan.

Monthly Review: What's in Each Month
Each month in your Marketing Plan contains detailed information to guide your execution. Here's what you'll find in each monthly card:

Month Number and Title
Each month is clearly numbered and titled to help you track progress and stay organized.

Primary Focus
The main strategic priority for that month. This tells you where to concentrate your efforts and resources. For example:

Tactical Objectives
Specific actions and goals for the month. These are the concrete steps the system will take to execute the strategy.

Status Labels
Each service in your plan has a status label that describes its role during that month:

• Launching - The service is being set up and activated
• Scaling - The service is expanding its reach and impact
• Performing - The service is operating at expected levels
• Optimizing - The service is being refined for better results
• Continuing - The service is maintaining its current performance
• Business Impact Narrative

A description of how the month's activities are expected to impact your business. This helps you understand the "why" behind each month's focus.

Budget Break
Shows which products are consuming budget in that month and by how much. This helps you track spending and understand where your investment is going.

Monthly Projections

Each month includes projections for:

1. Monthly revenue - expected income for the month
2. Monthly leads - projected new leads
3. Monthly clients - projected new customers
4. Progress to goal - how close you are to your target
5. Monthly budget - planned spend for the month

How to Share Your Plan

You can share your Marketing Plan with stakeholders, team members, or advisors using the Share feature. Here's how it works:

• Click the "Share" button in your Marketing Plan view
• Copy the shareable plan URL that is generated
• Send the URL to anyone who needs to review your plan
• Recipients who access the shared URL will be able to view your plan details, including your roadmap, projections, and budget breakdown. This is useful for getting feedback, securing approval, or keeping your team informed about your marketing strategy.

How to Update Your Plan

Your Marketing Plan can be updated to reflect changes in your business goals or timeline. Here's how to make adjustments:

Updating Your Monthly Goal
You can change your target monthly revenue using the Goal Value Control:

• Locate the Goal Value Control in your plan view
• Enter your new target monthly revenue
• The system will automatically recalculate your roadmap with updated projections
• This is useful when your business goals change or when you want to see how different revenue targets affect your strategy and budget.

Updating Your Timeline
You can adjust how quickly you want to reach your goal using the Months-to-Goal Control (when available):

• Locate the Months-to-Goal Control in your plan view
• Adjust the number of months to your goal
• The system will recalculate your roadmap with the new timeline
• Shortening your timeline typically requires higher monthly budgets, while extending it spreads the investment over more months.

Taking Action on Your Plan
Start Execution
When you're ready to begin implementing your plan, click the "Start Execution" button. This moves you from roadmap review into the checkout process to begin your marketing services.

Customer Acquisition Cost (CAC) is a critical metric that helps you understand the economics of your marketing efforts. This article explains what CAC is, why it matters, how it's calculated, and how to interpret the results shown in your Marketing Plan Overview.

What is Customer Acquisition Cost?
Customer Acquisition Cost (CAC) represents the average amount you need to spend to acquire one new paying customer. In your Marketing Plan Overview, this is displayed as "cost per client."

CAC answers the fundamental question:

"How much do we need to spend, on average, to acquire one new paying customer?"

Understanding your CAC is essential before moving into your marketing roadmap, as it helps you determine whether your acquisition model makes economic sense for your business.

Where You'll See CAC

The CAC Overview appears in your Marketing Plan Overview screen, positioned between your Gap Analysis results and your 12-Month Growth Roadmap. This screen displays:

• Cost per client - your calculated Customer Acquisition Cost
• ROI summaries - showing returns at different time horizons
• Break-even analysis - how long until your investment pays off
• Navigation options - back to analysis or forward to your roadmap

Why is CAC Important?
CAC is one of the core economic checks in your marketing strategy. It provides critical insights that help you make informed decisions about your marketing investments:

• Whether your acquisition model is affordable for your business
• How quickly your marketing spend can be recovered through customer revenue
• Whether the value of each customer justifies the cost to acquire them
• How referrals can improve your overall acquisition economics
• Without understanding your CAC, your marketing plan would show budget and revenue projections without explaining whether acquiring a new customer is actually worth the investment. CAC gives you the economic foundation to evaluate your marketing strategy.

How CAC is Calculated?
Your CAC is calculated using a blended approach that considers all traffic-generating channels included in your marketing plan. Here's how it works:

Included Traffic Costs
The calculation aggregates the total investment associated with driving traffic and acquiring leads. This encompasses both paid media acquisition costs—such as pay-per-click or sponsored visibility campaigns—and strategic investments in organic traffic generation and search presence optimization.

Rather than a fixed list of channels, the calculation dynamically reflects the total spend allocated to the traffic sources active within your current agreement.

The Calculation Formula
The calculation follows these steps:

Sum the 12-month traffic costs from all included marketing channels

Estimate the total number of customers generated across the plan horizon

Divide total traffic cost by total generated customers

Formula: CAC = Total traffic spend across plan / Total generated customers

Understanding Your Economics
Beyond the basic CAC calculation, your Marketing Plan Overview provides additional economic metrics to help you evaluate your marketing investment:

Break-Even Point
The break-even point tells you how many months it takes to recover your customer acquisition cost through customer revenue. It's calculated using your CAC and average monthly revenue per customer.

Formula: Break-even months = CAC / average monthly revenue per customer

The result is rounded up to the next whole month, giving you a realistic timeline for recovering your marketing investment.

Lifetime Net Revenue
This metric estimates the total revenue a customer can generate over their entire relationship with your business. It helps you understand the long-term value of acquiring new customers beyond the initial transaction.

ROI Summaries

Your overview displays ROI calculations at multiple time horizons:

• 30 Days ROI - Short-term initial return from a new client
• Lifetime ROI - Long-term return over an average client lifetime
• For each time horizon, you'll see:
• Revenue - Total customer revenue generated
• Cost - Your customer acquisition cost
• Profit - Revenue minus CAC
• ROI Percentage - Profit expressed as a percentage of CAC
• Profit with Referrals - How referrals improve your economics
• ROI Percentage with Referrals shows how profitable your marketing investment looks after including extra business generated through referrals, not just the original customer revenue.

It’s meant to give a broader picture of return: if referrals add meaningful value, this percentage will look stronger than standard ROI and better reflect long-term growth.

What Affects Your CAC
Multiple factors influence your Customer Acquisition Cost:

1. Which traffic products are included in your plan
2. Product pricing and cost structure
3. Expected lead generation volume
4. Expected customer generation
5. Your close rate (leads that become customers)
6. Follow-up efficiency
7. Conversion assumptions
8. Overall customer economics

How to Improve Your CAC
Your CAC improves when:

• Traffic becomes more cost-effective
• Website conversion rates increase
• Follow-up processes become more efficient
• Lead-to-customer close rate improves

Conversely, CAC increases when traffic is expensive, conversion is weak, follow-up is inefficient, or close rates are low.

Frequently Asked Questions
Q: Why is my CAC higher than I expected?

A: CAC reflects the blended cost across all marketing channels in your plan. Higher CAC typically indicates expensive traffic sources, low conversion rates, or weak follow-up processes. Review your Gap Analysis to identify specific improvement opportunities.

Q: How can I lower my CAC?

A: Focus on improving conversion rates, response times, and close rates. Even small improvements in these areas can significantly reduce your effective CAC without reducing marketing spend.

Q: What is a good CAC?

A: A good CAC depends entirely on your customer value. As a general rule, you want to recover your CAC within 3-6 months, and your customer lifetime value should be at least 3x your CAC.

Q: Do referrals really make that much difference?

A: Yes. Referrals can dramatically improve your economics because they reduce the effective cost of acquiring new customers. A strong referral program can lower your blended CAC and increase overall profitability.