Report, Verification & Engagement
What the prospect sees, how you verify their answers, and what happens after they engage.
Part 1: The Report
Instant. No “we’ll email you.” The moment they finish, the report appears.
Path A Report (Starting Fresh)
No scores. No radar chart. No “Level 0” label. Nobody wants to be told they’re a zero. Outcome-oriented language:
┌────────────────────────────────────────────────────┐
│ │
│ Your Digital Health Check │
│ │
│ Right now, your business is: │
│ │
│ 🔴 Hard to find online │
│ People searching for what you sell in your │
│ area probably can't find you. │
│ │
│ 🔴 Not collecting customer contacts │
│ When a happy customer leaves, you have no │
│ way to reach them again. │
│ │
│ 🟡 Word-of-mouth is working, but fragile │
│ Referrals are great — but you can't │
│ control or scale them. │
│ │
│ 🟢 You know your customers well │
│ That knowledge is valuable — it just │
│ needs to go online. │
│ │
│ The biggest opportunity right now: │
│ "Get found by people who are already looking │
│ for what you sell — but don't know you exist." │
│ │
│ [ Here's what that looks like → ] │
│ │
└────────────────────────────────────────────────────┘
Label mapping:
| System Label | Path A Label |
|---|---|
| Level 0: Absent | ”Starting out” |
| Level 1: Present | ”Getting visible” |
| SEO Score: 0.5 | ”People can’t find you online yet” |
| Email Score: 0 | ”You’re not staying in touch with past customers” |
Path B/C Report (Growing / Scaling)
Section 1: Overall Score
┌─────────────────────────────────────────────┐
│ Your Digital Marketing Maturity Score │
│ ████ 2.4 / 5 ████ │
│ Level 2: Active │
│ "You're doing things, but without a │
│ clear strategy tying it together." │
└─────────────────────────────────────────────┘
Headlines per level:
| Level | Headline |
|---|---|
| 0: Absent | ”You’re invisible online. Let’s change that.” |
| 1: Present | ”You exist online, but your presence isn’t working for you yet.” |
| 2: Active | ”You’re doing things, but without a clear strategy tying it together.” |
| 3: Strategic | ”You have a plan and it’s working. Time to optimise and scale.” |
| 4: Optimised | ”You’re running a tight operation. Gains from here are about efficiency.” |
| 5: Leading | ”You’re ahead of most. Innovation and AI will keep you there.” |
Section 2: Radar Chart
D3 spider chart with 10 axes (one per dimension). The shape is more informative than the number.
Section 3: Dimension Breakdown
| Dimension | Score | Level | Status |
|---|---|---|---|
| Strategy & Goals | 1.8 | Present | Goals exist but aren’t structured |
| Website & Tech | 3.1 | Strategic | Solid foundation — some optimisation opportunities |
| Analytics & Data | 0.9 | Absent | No tracking in place |
| Search & Discovery | 1.5 | Present | Indexed but not optimised |
| Content | 2.3 | Active | Publishing but not strategically |
| Social Media | 3.5 | Strategic | Good presence and engagement |
| WhatsApp + Email | 0.6 | Absent | No owned-channel programme |
| Paid Advertising | 2.0 | Active | Running ads without clear measurement |
| Conversion | 2.5 | Active | Can transact online but room to improve |
| Team & Process | 1.2 | Present | One person doing everything |
Colour coding: 🔴 0–1.4 / 🟡 1.5–2.9 / 🟢 3.0–5.0
Section 4: Top 3 Gaps
Three lowest dimensions, positioned as opportunities. Tell them WHAT the gap is. Not HOW to fix it.
Section 5: How You Compare
Benchmark against similar businesses (from Q0.1 business type).
Initial benchmark estimates (use until 50+ real submissions per type):
| Dimension | Local Biz | E-com | B2B | Creator |
|---|---|---|---|---|
| Strategy | 1.5 | 2.0 | 2.5 | 1.0 |
| Website | 2.0 | 3.0 | 2.5 | 1.5 |
| Analytics | 1.0 | 2.5 | 2.0 | 0.5 |
| Search | 1.5 | 2.0 | 2.0 | 1.0 |
| Content | 1.5 | 2.0 | 2.0 | 3.0 |
| Social | 2.0 | 2.5 | 1.5 | 3.5 |
| WhatsApp+Email | 1.0 | 2.5 | 2.0 | 1.5 |
| Paid Ads | 1.5 | 3.0 | 2.0 | 1.0 |
| Conversion | 2.0 | 2.5 | 2.0 | 1.5 |
| Team | 1.0 | 2.0 | 2.5 | 0.5 |
Replace with real data as submissions accumulate.
Section 6: What’s Next
📄 Save my report → PDF + shareable link (enter email)
📧 Email me a detailed breakdown → delivered to inbox (enter email)
📞 Book a strategy call → 30 min, walk through results (select time)
Part 2: Verification
The assessment asks questions. People overestimate. Level 0 clients genuinely don’t know. Verification gives you independent truth.
The 10-Minute Independent Audit
Needs only: business name + location. No account access.
| # | Check | How | Tool | Time |
|---|---|---|---|---|
| 1 | Google business name | ”[name] [city]“ | Google Search | 30s |
| 2 | Google service + location | ”[service] near me” | Google Search | 30s |
| 3 | Google Business Profile | Search on Maps | Google Maps | 1 min |
| 4 | Website (if any) | Visit URL | Browser | 1 min |
| 5 | PageSpeed Insights | pagespeed.web.dev | Google PSI | 1 min |
| 6 | Analytics installed | View source → search “gtag” “analytics” “gtm” | DevTools | 30s |
| 7 | Meta tags | View source → <title> and <meta description> | DevTools | 30s |
| 8 | Social profiles | Search Instagram, Facebook, YouTube | Social platforms | 2 min |
| 9 | JustDial / Practo / Sulekha | Search category + area | Directory sites | 1 min |
| 10 | WhatsApp presence | Check listed number | 30s |
Audit Scorecard
FINDABILITY ___ / 5
├── Google search (business name): Found / Not found / Partial
├── Google search (service + area): Page 1 / Page 2+ / Not found
├── Google Business Profile: Complete / Partial / Missing / Unclaimed
├── JustDial / Practo / directory: Listed / Not listed
WEBSITE ___ / 5
├── Website exists: Yes / No
├── Mobile-friendly: Yes / No / No website
├── PageSpeed mobile score: ___/100
├── Core Web Vitals: Pass / Fail / No website
├── Meta tags: Set / Missing / Generic
├── Analytics installed: GA4 / Other / None / No website
SOCIAL & MESSAGING ___ / 5
├── Instagram: Active / Dormant / None
├── Facebook: Active / Dormant / None
├── YouTube: Active / Dormant / None
├── WhatsApp Business: Full / Basic / Personal / None
├── Last post (any platform): This week / Month / 3+ months / Never
TRUST SIGNALS ___ / 5
├── Google reviews: ___ count ★ ___ rating
├── Other reviews: ___ count ★ ___ rating
├── Testimonials on site: Yes / No
├── Photos (real, not stock): Yes / No / Mixed
OVERALL VERIFICATION SCORE: ___ / 20
Verification → Maturity Mapping
| Verification Score | Estimated Level |
|---|---|
| 0–4 | Level 0: Absent |
| 5–8 | Level 1: Present |
| 9–12 | Level 2: Active |
| 13–16 | Level 3: Strategic |
| 17–20 | Level 4–5: Optimised+ |
When Verification Disagrees with Self-Assessment
| They Say | Verification Shows | Your Move |
|---|---|---|
| ”We show up on Google” | They don’t rank for what customers search | Show them: “Search ‘[service] in [area]‘. See? Your competitor shows up." |
| "We don’t have analytics” | GA4 is installed (someone set it up once) | Good news: data probably exists. Get access. |
| ”We’re active on social” | Last post was 4 months ago | Show the date. Frame as opportunity, not criticism. |
| ”Our website is good” | PageSpeed 35/100 | Show them PageSpeed on their phone. The number talks. |
Verification-First Flow
For local Indian clients, run the audit before they take the assessment:
Business name + Location
│
▼
YOU RUN 10-MIN AUDIT (independent data)
│
▼
YOU KNOW THEIR LEVEL (before they answer anything)
│
▼
THEY TAKE ASSESSMENT (their answers add context; you cross-reference)
│
▼
COMBINED REPORT (verified score + self-assessment = 10x more credible)
Automated Verification (via Tathya Plugin API)
Half of the audit can be automated. See 04 - Architecture & Implementation for the POST /assessments/:id/verify endpoint:
| Check | Automatable? | How |
|---|---|---|
| Google search ranking | Semi | SerpAPI or Google Custom Search API |
| Google Business Profile | Semi | Google Places API / Maps API |
| Website exists + speed | Yes | PageSpeed Insights API |
| Analytics installed | Yes | Server-side fetch, regex for gtag/gtm |
| Meta tags | Yes | Fetch page, parse <head> |
| Social profiles | Semi | Graph API (limited) or public page fetch |
| WhatsApp Business | Manual | Check in person |
| JustDial/Practo | Semi | Scrape or API |
Part 3: Follow-Up
Email/WhatsApp Nurture (If They Don’t Book Immediately)
| # | Timing | Content |
|---|---|---|
| 1 | Immediate | Report PDF. “Here’s what we found.” |
| 2 | Day 3 | Deep dive on their #1 gap. Educational, not salesy. |
| 3 | Day 7 | Case study: “How a [similar business] went from Level [X] to [Y].“ |
| 4 | Day 14 | ”Ready to build your roadmap? Book your strategy call.” |
| 5 | Day 30 | ”Your assessment is 30 days old. Retake or book a call.” |
After email 5: monthly newsletter. Segment by gap — if their SEO scored 1.0, they get SEO content.
Part 4: Sprint Planning by Maturity Profile
Foundation Order
Some dimensions are prerequisites. If Layer 1 is below Level 2, Sprint 1 fixes them regardless.
LAYER 1 (fix first — everything depends on these):
├── Website & Tech
├── Analytics & Data
└── Strategy & Goals
LAYER 2 (build on working foundation):
├── Search & Discovery
├── Content
├── WhatsApp + Email
└── Transaction Infrastructure
LAYER 3 (amplify what's working):
├── Social Media
├── Paid Advertising
└── Team & Process
Flat Low (All 0–1)
| Sprint | Focus | Actions |
|---|---|---|
| 1 (Days 1–30) | Layer 1 | Build/fix website. Install GA4. 2–3 SMART goals. 1 persona. Claim GBP. Set up WhatsApp Business. Email capture form. |
| 2 (Days 31–60) | Layer 2 | Keyword research. 4 content pieces. Welcome email/WA flow. Optimise core pages. Social content templates. |
| 3 (Days 61–90) | Layer 3 | First paid campaign (small budget). Retargeting. Regular social cadence. First monthly report. Train client team. |
Target: Level 0–1 → Level 2. Client has a functioning digital marketing system.
Spiky (High on 1–2, Low on Rest)
| Sprint | Focus | Actions |
|---|---|---|
| 1 | Fix foundation under the spike | Social strong but analytics 0? Install GA4, track what social drives. Website strong but SEO 0? Keyword research, on-page optimisation. Fix conversion tracking. |
| 2 | Build adjacent dimensions | Use strong channel’s audience to build weak ones (social → email: “sign up for exclusive content”). Create content supporting SEO using topics popular on social. |
| 3 | Balance and scale | Paid ads to amplify strong channel. Automate what’s built (email flows, social scheduling). Cross-channel reporting. |
Target: Even out the profile. Strong channel has measurement, weak channels have structure.
Plateau at 2–3 (Busy but Stuck)
| Sprint | Focus | Actions |
|---|---|---|
| 1 | Strategy + measurement | Document SMART goals. Fix tracking (GA4 exists but no conversions). Audit content and ads for ROI. Kill what’s not working. |
| 2 | Systematise + optimise | Build content calendar. Set up automation (nurture, not blast). A/B test ads. Implement reporting cadence. |
| 3 | Scale + introduce missing | Scale winning ads. Launch retargeting. Introduce weakest dimension (usually email or SEO). Build team processes. |
Target: Level 2 → Level 3. Shift from “doing stuff” to “doing stuff that works.”
High with Holes (Mostly 3–4, One at 0–1)
| Sprint | Focus | Actions |
|---|---|---|
| 1 | Patch the holes | Email at 0? Full setup — platform, capture, welcome, first campaign. Analytics low? Proper GA4, dashboards, conversion tracking. |
| 2 | Integrate patched dimensions | Connect new channel to existing. Email list from social. Analytics informing content. Retargeting from new tracking. |
| 3 | Advanced optimisation | A/B testing across channels. AI integration. Advanced automation. Focus on efficiency and scale. |
Target: Eliminate gaps. Uneven 3–4 → consistent 3–4 with path to 5.
Part 5: Client Scenarios (India)
Jyotish / Astrologer (Hindi/Haryanvi)
Profile: Solo. 10–30 years experience. Clients via referrals + WhatsApp forwards. Maybe JustDial listing. Maybe YouTube. No website, no email list.
Their words: “मेरे पास ग्राहक आते हैं, लेकिन और आने चाहिए।”
Maturity: Level 0.
| # | Action | Cost |
|---|---|---|
| 1 | WhatsApp Business setup (catalogue, auto-replies, hours) | ₹0 |
| 2 | Google Business Profile (“ज्योतिषी near me”) | ₹0 |
| 3 | Collect 10–15 Google reviews | ₹0 |
| 4 | YouTube channel cleanup (Hindi titles, English keywords, descriptions) | ₹0 |
| 5 | One-page website (bio, services, testimonials, WhatsApp CTA, YouTube embed) | ₹2K–5K |
| 6 | Instagram Reels from YouTube clips | ₹0 (time) |
Pricing: ₹5K–₹15K one-time. ₹3K–₹5K/month ongoing.
Pitch: “आपकी विद्या बहुत अच्छी है। लेकिन जब कोई Google पर ‘ज्योतिषी’ खोजता है, तो आपका नाम नहीं आता। मैं वो ठीक कर दूँगा।”
Connects to: Motherboard Astrology plugin + WhatsApp plugin.
Ophthalmology Clinic (Inventory + Digital)
Profile: Small-mid eye clinic. Outdated website. Patients via Practo + word of mouth. Maybe Google Ads from an agency they don’t understand. Inventory on Excel/paper.
Maturity: Level 1–2. Things exist, nothing works together.
| Phase | Digital | Operations |
|---|---|---|
| 1 | Fix GBP, website speed/mobile, GA4 | Evaluate inventory. Move from Excel → system (Zoho, Clinicea, Vyapar). |
| 2 | Practo optimisation. Google Ads for “eye doctor [area]“. WhatsApp appointment reminders. | Patient CRM. Automated reminders via WhatsApp API. |
| 3 | Blog (eye conditions = SEO). Video testimonials. Social presence. | Inventory integrated with billing. Lens catalogue online. |
Pricing: ₹15K–₹30K/month (marketing + operations advisory).
Connects to: Motherboard Inventory plugin + WhatsApp + Email + SMS plugins.
E-Commerce Seller (Multi-Channel Inventory)
Profile: Selling Amazon/Flipkart/Meesho. Maybe Shopify site. Inventory chaos across channels. Wants D2C brand. Running Meta Ads, ROAS unclear.
Maturity: Level 2–3. Active but chaotic.
| # | Action |
|---|---|
| 1 | Centralised inventory (Unicommerce, Vin eRetail, or Zoho) |
| 2 | GA4 + conversion tracking on own site |
| 3 | Build WhatsApp/email list from marketplace customers |
| 4 | D2C brand strategy: SEO, content, social commerce |
| 5 | Restructure Meta Ads: separate prospecting, retargeting, retention |
Connects to: Motherboard Inventory plugin + Email + WhatsApp plugins.
CRM Need (Service Business)
Profile: Insurance agent, broker, coaching institute, event planner. Leads tracked on WhatsApp chats, notebook, or memory. Follows up inconsistently.
Maturity: Level 0–1. Runs on relationships and memory.
| # | Action |
|---|---|
| 1 | WhatsApp Business with labels + quick replies |
| 2 | CRM setup (Motherboard CRM) — track every lead |
| 3 | Google Business Profile |
| 4 | Lead capture: Instagram → WhatsApp click-to-chat → CRM |
| 5 | Follow-up automation via WhatsApp API |
Pitch: “आपके पास leads आती हैं, लेकिन बहुत सारी leak हो जाती हैं। कोई enquiry करता है, आप busy होते हो, भूल जाते हो, और वो किसी और के पास चला जाता है। मैं ये plug कर दूँगा।”
Connects to: Motherboard CRM is the solution + WhatsApp + Email plugins.
Part 6: Pricing Reference
| Client Level | Typical Scope | Price Range (INR) |
|---|---|---|
| 0–1 | Full build: website, tracking, social, WhatsApp | ₹5K–₹15K one-time setup OR ₹15K–₹25K/month retainer |
| 2 | Fix + strategise: audit, restructure, systems | ₹15K–₹25K/month |
| 3 | Optimise + scale: advanced SEO, paid, automation | ₹25K–₹40K/month |
| 4 | Specialist + advisory | ₹25K–₹40K/month (advisory) |
| 5 | Fractional CMO / innovation | Custom |
| DIY session | 2-hour setup walkthrough | ₹3K–₹5K one-time |
Part 7: The Re-Assessment (90-Day Loop)
At 90 days, client retakes the assessment. Same questions, new answers.
┌──────────────────────────────────────────────┐
│ 90-Day Progress Report │
│ │
│ Overall: 1.8 → 3.2 (+78%) │
│ │
│ Dimension Before After Change │
│ Strategy 1.8 3.2 +1.4 ↑ │
│ Website 3.1 3.8 +0.7 ↑ │
│ Analytics 0.9 3.0 +2.1 ↑↑ │
│ Search 1.5 2.5 +1.0 ↑ │
│ Content 2.3 3.3 +1.0 ↑ │
│ Social 3.5 3.8 +0.3 ↑ │
│ WhatsApp+Email 0.6 2.8 +2.2 ↑↑ │
│ Paid Ads 2.0 3.5 +1.5 ↑ │
│ Conversion 2.5 3.2 +0.7 ↑ │
│ Team 1.2 2.8 +1.6 ↑ │
└──────────────────────────────────────────────┘
Why this matters:
| Benefit | For |
|---|---|
| Measurable progress | Client sees scores improve — proof of value |
| Next gaps identified | Some improved; others revealed as new priority |
| Justifies continued engagement | ”You moved from 1 to 3. Here’s what 4 looks like.” |
| Builds benchmark data | Real before/after for future prospects |
| Prevents scope drift | Assessment objectively shows what’s improved vs what still needs work |
Part 8: The Translation Table
Every digital concept has a physical-world equivalent Level 0 clients already understand:
| Digital Concept | Physical Equivalent |
|---|---|
| Website | Your shop front that’s open 24/7, even when you’re asleep |
| SEO | Being in the phone book under the right category, on the first page |
| Google Business Profile | Your sign on the high street — people walking by see your name, hours, reviews |
| Analytics | Counting how many people walk past, come in, and buy |
| Conversion rate | Out of 100 who walk in, how many buy? |
| Email/WhatsApp list | Your book of regular customers’ contact details |
| Content marketing | The advice you’d give a customer face-to-face, written so thousands can see it |
| Social media | The town square where your customers chat — join or be invisible |
| Paid ads | A poster where your customers will see it — pay only when someone looks |
| Retargeting | Remembering the person who picked up your product, put it down, and walked out — and reminding them |
| Content calendar | Planning your weekly specials in advance |
| Brand guidelines | Rules that make your shop look the same whether someone visits Monday or Saturday |
Conversation Framework for Level 0
Step 1: Ask about their business, not their marketing.
“Tell me about your best week of business last year. What happened? Now tell me about a slow week. Why was it quiet?”
Step 2: Connect to digital.
“You said your best week was when someone mentioned you in that Facebook group. What if 50 people did that every month?”
Step 3: Show evidence.
“Right now, if someone new searches ‘[service] near me,’ they find your competitor. Not because they’re better. Because they showed up.”
Step 4: Make the first step tiny.
“I want to make sure when someone searches your business name, they find your address, phone, hours, and best photos. Takes 2 hours. Everything else comes later.”
Part 9: India Channel Map
Platform Hierarchy for Indian SMBs
| Priority | Platform | Why |
|---|---|---|
| 1 | WhatsApp Business | Every customer is here. Catalogue, quick replies, broadcast, status. |
| 2 | Google Business Profile | ”Near me” searches. Reviews. Maps. #1 way new local customers find you. |
| 3 | Reels for discovery. DM for conversion. Stories for engagement. Default social for under-40. | |
| 4 | YouTube | Trust building. Tutorials, testimonials. 500M+ Indian users. |
| 5 | Groups, Marketplace, events. Still strong in Tier 2–3 cities, older demographics. | |
| 6 | Website | Important but often comes AFTER WhatsApp, GBP, Instagram are working. |
| 7 | JustDial / Practo / Sulekha | Industry-specific directories. Still drive significant leads for local services. |
Language Strategy
| Language | Where | Approach |
|---|---|---|
| Hindi | North India, Haryana, Delhi NCR, UP, MP, Rajasthan | Assessment form in Hindi. Conversations in Hindi. Reports bilingual. Build Hindi version first. |
| Kannada | Karnataka, Bengaluru | Assessment in Kannada for local businesses. Tech-savvy clients may prefer English. |
| Haryanvi | Haryana specifically | Conversations in Haryanvi for rapport. Written materials in Hindi. |
| English | Pan-India for tech, SaaS, startup, urban professional services | Default form. |
Monthly Client Report Template (Hindi/English)
रिपोर्ट: [Business Name]
महीना: [Month] [Year]
📊 इस महीने के नंबर:
Google पर आपको ____ लोगों ने देखा (पिछले महीने: ____)
____ लोगों ने directions माँगा (पिछले महीने: ____)
____ लोगों ने call किया (पिछले महीने: ____)
Website पर ____ visitors आए (पिछले महीने: ____)
WhatsApp पर ____ enquiries आई (पिछले महीने: ____)
Google reviews: ____ (★ _____) (पिछले महीने: ____)
✅ इस महीने क्या किया:
-
-
📈 अगले महीने का plan:
-
-
Metrics That Prove You Right
Level 0 → 1 (First 30 Days):
- GBP views, GBP actions (calls, directions, website clicks)
- Google Maps search queries
- WhatsApp enquiry count
- Google review count + rating
- “First customer who says ‘I found you on Google’” — one story beats a hundred charts
Level 1 → 2 (30–90 Days):
- Social follower growth + engagement rate
- Email/WhatsApp list size
- Website traffic trend + top sources
- Conversion rate (if e-com)
- Ad spend + ROAS
- Revenue attributable to digital
Content the System Generates
Every part of this system feeds content for tathya.dev:
| Source | Content |
|---|---|
| Aggregated assessment data | ”The average local business scores 1.5 on email. Here’s why.” |
| Common gap patterns | ”Why most e-commerce brands score high on ads but low on email” |
| Before/after data | ”How [client type] went from Level 1 to 3 in 90 days” |
| Dimension deep-dives | One post per dimension explaining what each level looks like |
| Assessment trends | ”We assessed 500 businesses. Here’s what we found.” (yearly) |
The system feeds itself: assessments → data → content → traffic → assessments.