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19Sales Process · 5 min read
Why our onboarding is a 3-minute form, not a 30-minute discovery call
What a working SMB wants on the other side of a sales page, and why we replaced the discovery-call pattern with a 3-screen intake that commits to a signed scope in 24 hours.
01
The discovery-call failure mode
- A 45-year-old textile owner in Hyderabad doesn't have 30 free minutes for a discovery call — they're on the shop floor
- The call ends with 'I'll send a proposal' — which is actually 'I'll now guess at what you need and quote 20% higher to be safe'
- Information captured is lossy; the seller writes notes, misremembers the industry, anchors on their last customer
- Buyer has zero commitment device — 60% ghost, 30% negotiate price, 10% sign late
02
What the 3-screen intake actually asks
- Screen 1 — About you: business name, contact, email, WhatsApp, city, industry (dropdown of 10 verticals we serve)
- Screen 2 — Pick a bundle: Local Starter ₹70K+₹12K · Growth ₹1.5L+₹32K · Total Growth ₹3L+₹65K, with a one-line 'for' each
- Screen 3 — Current state: tool-stack chips (Meta, Google, Tally, WhatsApp, Shopify…), monthly leads now, monthly ad spend, pain point in 2 sentences
03
What the prospect gets in return
- Signed scope within 24 hours — no 'proposal', no 'let's set up a follow-up'
- Dashboard live within 5 working days of signature
- Week 1: GMB + local SEO + WhatsApp catalog set up + kickoff WhatsApp delivered
- Week 2: first weekly report in the inbox, showing the first KPI deltas
04
What we get that a call wouldn't have captured
- Structured data we can programmatically route into the right bundle template
- A durable record — intake appends to structured logs (next: libsql intakes table), surveyable across the pipeline
- A real commitment device — the prospect picked a bundle; we've anchored the conversation at a price point
- A pain-point in the prospect's own words — quoted back in the signed scope's opening paragraph
05
Why the 24-hour SLA is doable
- Every bundle is a template — Local Starter has a fixed deliverable list, not a bespoke scope
- The 'custom work' question never comes up; if a prospect needs custom, we route them to Consulting (₹3L+ engagements)
- Signed scope is produced by filling a scope template with intake answers, reviewed by one human in 10 minutes
- Auto-attached: pricing schedule, deliverable checklist, installation timeline, the one piece of access we need next
06
What we still don't automate
- The actual scope sign-off — a human partner reviews intake, sanity-checks the match, sometimes picks up the phone if red flags
- Payment collection — manual invoice via Razorpay with a human review on the receivable side
- Kickoff call with the client's team (20 min, not 30) — sets up access, answers the 'will my team lose control' question
- Weekly retro after week 2 — voice-to-voice, because the data shows things the dashboard doesn't
Apply it
Fill the 3-minute intake. Get a signed scope by tomorrow evening.
See it live