Business Growth Discovery Document

AppD.AI Business Automation Solutions

This document gathers structured business and performance data required to evaluate your revenue model, marketing efficiency, operational readiness and growth capacity. The information provided will be used strictly for strategic diagnosis, proposal development and automation planning aligned to your stated objectives.

0. Contact Information

FieldYour Details
Full Name Please enter your full name.
WhatsApp Number Include country code (e.g. +91...).
Email Address Business or primary email address.

1. Business Overview

QuestionClient Response
Company / Business Name Enter your registered trading name.
Primary Product / Service Describe your main revenue-generating offering.
Business Model Specify model type: B2B, B2C, D2C, Marketplace, SaaS, Subscription or Hybrid.
Industry / Sector State the industry your business operates within.
Operating Currency Select the currency used for your financial reporting.
Brief description of your business Summarise in 2–3 lines what you do and who you serve.
Primary goal for next 12 months State one measurable objective (e.g. increase revenue 40%, enter new market).

2. Revenue & Financial Position

QuestionClient Response
Total turnover (last 12 months) Total revenue generated in your last completed financial year.
Average monthly revenue Average gross revenue per month.
Average transaction value Average revenue earned per sale or contract.
Gross margin percentage Profit margin after direct costs but before overheads.
Target revenue (next 12 months) Projected revenue goal for the upcoming year.

3. Marketing Performance

QuestionClient Response
Monthly paid advertising spend Total monthly spend across all paid marketing channels.
Primary marketing channels List major acquisition channels (e.g. Google Ads, Meta, LinkedIn).
Current ROAS Revenue divided by ad spend (e.g. 4 = 4x return).
Cost per acquisition (CPA) Average cost to acquire one paying customer.
Website conversion rate (%) Percentage of visitors who convert into customers.

4. Operations & Capacity

QuestionClient Response
Leads handled per day Maximum number of enquiries your team can process daily.
Average response time (hours) Typical time taken to respond to new enquiries.
CRM system in use Name the platform used to manage leads and customers.
Sales cycle length (days) Average number of days from enquiry to closed sale.

5. Growth Readiness

QuestionClient Response
Monthly budget allocation for growth Amount allocated for marketing, automation and scaling.
Expected timeline for measurable results (months) Timeframe within which you expect visible performance improvement.
Willingness to reinvest profits Select your approach to reinvesting growth capital.
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