Zenith Dynamics — Client Business Audit

Before we build anything, we need the real numbers — not guesses. Please answer as accurately as possible; everything here is confidential and used only to design a system that actually fits how your business runs today. Fields marked * are required. At the end, feel free to add any question of your own that you'd like us to address.

Business Snapshot

Registered / trading name of the business * Owner / decision-maker full name * Best contact number (WhatsApp preferred) * Number of branches / locations currently operating * Total sales staff across all locations *

Revenue & Sales Reality (be honest — this stays private, no judgement)

Approximate current monthly revenue (INR) * Average ticket size / bill value per sale (INR) * Average daily walk-in footfall (per store) * Out of every 10 walk-ins, roughly how many actually buy? * What % of revenue comes from repeat/returning customers vs first-time? *

Current Systems & Integrations (what's ALREADY in place)

Do you use any CRM / lead tracker today? If yes, name it. What billing / POS software do you currently use, if any? Do you have a WhatsApp Business account already? Is it actively used for sales? * Website URL + main social handles (Instagram/Facebook) currently active Payment methods accepted (cash / UPI / card / EMI providers)

Marketing & Lead Sources

Where do most customers currently come from? (walk-in, referral, Instagram ads, Google, offline events, etc.) * Approximate marketing spend in the last 6 months, and on what? In your own words — where do you feel you are LOSING the most potential sales today? *

Goals for This Partnership

What does success look like 90 days from now? (be specific — more leads, better tracking, higher repeat rate, etc.) * Once Phase 1 (audit + lead capture) is live, which Phase 2 automation excites you most? (WhatsApp auto-replies / AI content / incentive tracking / other)

Anything Else? (Optional — Your Own Questions)

Is there something specific you want us to think through or answer that wasn't covered above? Add as many as you like.

Your email address * (so we can send you a copy)