Salesflux

Discovery Intelligence Report

Fill in during or after the call. AI-powered intelligence report generates automatically.

How it works: Enter their website URL → we auto-analyze their SEO, find their ads, detect funnel leaks, extract their branding. Add their tools + sales numbers → full intelligence report with interactive projections.

Setter / your name Required

Their Business

Company name Required

Contact person + role Required

What do they sell?

Website Auto-analyzed

Analyzing website...

Extracting brand & logo

Running SEO audit

Searching ad library

Detecting funnel leaks

Capturing screenshot

Landing page URLs (if different from website)

We'll check these for tracking, speed, and conversion elements too.

Monthly revenue Required

How long running?

Market / language

Team

Total size

Setters

Closers

Sales manager?

Developer / agency? Important

Monthly retainer — biggest hidden cost

Sales Channels & AI

This powers the onboarding audit. More data = better setup.

Setter compensation model

Current AI usage

What are they already using AI for?

Instagram DMs for setting?

Yes No Want to

LinkedIn outreach for setting?

Yes No Want to

Existing call recordings?

Yes No

If yes: we audit top closer + setter calls during setup. AI learns their winning scripts and builds custom coaching for their brand. Included in setup.

Current Tools & Monthly Costs

Every tool, every cost. This generates the savings calculation.

Tool€/mo

Total: €0/mo = €0/year

Dev/agency monthly cost

Other monthly sales/marketing costs we missed?

Sales Numbers

Monthly ad spend

Which platforms?

Leads/month

Booked calls/mo

Show rate %

Close rate %

Avg deal €

Avg response time to new lead

Follow-ups before giving up

Current CRM

Email open rate

Referral system?

Current Capabilities

Every "no" = a gap Salesflux fills.

Sales Process

Their funnel — click all that apply

Traffic Sources

Lead Capture

Nurture / Warm-up

Conversion

Biggest frustration Required

Untapped Assets Revenue sitting on the table

Untouched leads in CRM

No-sales (past 6mo)

No-shows (past 6mo)

Cancels (past 6mo)

Existing content assets

Who decides?

Timeline?

Your Assessment

Interest level

Hot Warm Cold

Red flags / notes

Next step: your custom proposal

We'll build a personalised demo in your branding. Full walkthrough on call 2.

This report is saved and shareable — share with your team before the next call.

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