At ZATEGIC, sales is not approached as isolated transactions, but as a structured system designed to consistently convert qualified prospects into paying customers or clients.

Many businesses invest in marketing and lead generation but experience limited results due to gaps within their sales process, including:

•  inconsistent conversion performance
•  lack of a clearly defined or documented sales process
•  low consultation or appointment attendance rates
•  difficulty effectively communicating value or addressing objections
•  limited visibility into sales metrics and performance tracking

Before making recommendations, our advisory team conducts a structured Sales Process & Conversion Audit to evaluate how prospective customers or clients move through your current acquisition and conversion process.

This intake allows us to assess how your sales activities align with:

•  your revenue model and growth objectives
•  your products and/or services, pricing structure, and ideal customer profile
•  your lead generation and conversion flow
•  your current sales process and conversion effectiveness
•  your team structure, systems, and operational capacity

Your responses will enable our team to:

•  analyze how prospects are currently converted into paying customers or clients
•  identify inefficiencies, gaps, or breakdowns within your sales process
•  determine whether your business requires a foundational sales system or targeted optimization
•  evaluate alignment between your marketing, sales, and operational capacity
•  identify the most appropriate next steps based on your current business position

This intake focuses on sales process structure, conversion performance, and overall business readiness, rather than isolated sales tactics.

The form typically takes 20–30 minutes to complete. For the best experience, please complete this intake on a laptop or desktop computer, as some fields may not display properly on mobile devices.

Please answer each question thoughtfully and as accurately as possible. The level of detail you provide will directly impact the quality and effectiveness of your preliminary consultation.

All responses are reviewed confidentially by the ZATEGIC Business Advisory Team and are used solely for internal evaluation and consultation preparation.

Following review, our team will prepare for your preliminary consultation, where we will discuss your current position, identify key areas of opportunity, and outline potential next steps.

You will receive follow-up communication with next-step instructions within 24–48 hours.

We look forward to supporting you in strengthening your sales process, improving conversion performance, and building a more structured and scalable business.

Let’s begin with your basic details so we can properly create your client profile and prepare for your consultation. This information allows our advisory team to match your submission with any existing records and ensure accurate routing within our system.

Your location helps us assess any geographic, regulatory, or market factors that may influence your business and recommendations.

This section helps us understand how you found ZATEGIC so we can track referrals, partnerships, and outreach efforts. Your response is used for internal reporting only and does not affect your services or recommendations.

This section gives us a quick overview of your business, including structure, stage, and current positioning.

Let’s clarify your current sales performance, challenges, and the results you want to achieve.

Strong sales performance begins with clarity around what your business provides, how it is priced, and who it is designed to serve. This section helps us understand your products/services, pricing, and the audience you are targeting.

This section helps us understand how potential customers or clients discover your business and how they move through your sales process.

Understanding your current performance helps us identify where improvements will have the greatest impact. We use this information to evaluate your current performance, conversion rates, and tracking systems.

This section helps us evaluate the systems, tools, and overall capacity to supporting your sales process. Understanding how your business is currently structured allows us to determine whether your operations can effectively support increased sales activity and growth.

Your ability to improve sales performance depends not only on strategy, but also on your team structure, delegation, and ability to execute. This section helps us understand your current capacity and support systems.

Let’s identify your biggest sales challenges and where you need the most support.

ZATEGIC offers multiple service models depending on your goals, timeline, and preferred level of involvement.

Before we prepare your consultation, we would like to understand what you see as the most important challenges or priorities in your business right now. Your answers help our advisory team focus the consultation on the areas that matter most to you.

Successful sales strategy implementation requires clarity around timeline, commitment, and investment.

ACKNOWLEDGMENT AND CONSENT:

I understand that ZATEGIC provides strategic advisory services designed to evaluate and improve various aspects of my business, including, but not limited to, marketing, sales processes, branding, operations, funding readiness, and overall business performance.

I acknowledge that this intake form is submitted for evaluation and consultation preparation purposes only and will be used by the ZATEGIC advisory team to assess my business needs and develop preliminary recommendations.
I consent to being contacted by ZATEGIC regarding my business, objectives, and potential solutions.

I acknowledge that this intake, along with any related consultation, is provided for informational and advisory purposes only and does not establish an attorney-client relationship, tax preparer-client relationship, financial advisory relationship, or any other fiduciary relationship.

I understand that any services requiring implementation, including but not limited to legal, tax, financial, operational, or systems-related work, will only be performed pursuant to a separate written service agreement executed between myself and ZATEGIC.

I agree that ZATEGIC may use the information provided in this intake solely for internal evaluation, consultation preparation, and service recommendation purposes.

I authorize ZATEGIC to contact me regarding next steps, recommendations, and potential services relevant to my business needs.

I acknowledge that results are not guaranteed and are dependent on multiple factors, including, but not limited to, business operations, implementation efforts, market conditions, and financial position.

I confirm that the information provided is accurate to the best of my knowledge and understand that incomplete or inaccurate information may impact the quality of any recommendations provided.

By typing your name above, you acknowledge and agree that this constitutes your electronic signature.