Business Discovery Questionnaire

Help us understand your business so we can deliver insights that truly move the needle. Takes about 10 minutes.

Progress

Fields marked with * are required. Submitting will open your default email client with your answers pre-filled.

Business Identity

4 questions

1.Business Name*

2.Industry Type*

Retail / Product Service Both

3.Number of Locations / Branches

4.Primary Contact Person*

Sales & Operations Model

4 questions

5.How do you sell to customers? (Select all that apply)

In-store E-commerce WhatsApp / Social DM Online bookings Walk-ins only

6.Average number of customers per month (estimate)

7.Average transaction value (estimate)

8.Total number of employees

Systems & Technology

4 questions

9.Do you currently use a POS, CRM, booking system, or ERP?

Yes No

10.If yes, which systems do you use?

Leave blank if not applicable.

11.Do you collect customer details?

Yes No

12.Where is your sales / customer data currently stored? (Select all that apply)

POS system Excel / Sheets Booking software WhatsApp Not stored Other

Customer Experience & Retention

4 questions

13.What is your biggest challenge right now? (Select all that apply)

Low repeat customers Poor reviews No customer data visibility No loyalty system Service inconsistency Other

14.Do you currently measure customer satisfaction?

Yes No

15.Would you like to collect feedback using QR codes or post-purchase messages?

Yes No

16.What is your main goal working with Navi?

Increase repeat purchases Improve service quality Understand customer behaviour Improve brand reputation All of the above

Strategic Insight

4 questions

17.What makes your business different from competitors?

18.What would success with Navi look like in 6 months?

19.Are you comfortable sharing sales and operational data for analysis?*

Yes — I consent to sharing sales and operational data for analysis

This is required to proceed.

20.Preferred reporting frequency

Monthly Quarterly

Clicking submit will open your email client with your answers pre-filled and addressed to Navi. Simply send the email to complete your submission.