The Process

How It Works

How It Works

How It Works

A well-structured diagnostic form produces better strategic inputs than a 60-minute discovery call where the client tries to remember their metrics on the fly.

A well-structured diagnostic form produces better strategic inputs than a 60-minute discovery call where the client tries to remember their metrics on the fly.

01

Why Async Works Better Than Discovery Calls

A well-structured diagnostic form produces better strategic inputs than a 60-minute discovery call where the client tries to remember their metrics on the fly. Your answers are on record, specific, and complete — which means your roadmap is more accurate and more actionable than anything produced from a conversation.

02

What Happens to Your Data

All information submitted through the Liftly diagnostic is held under mutual NDA. Your data is used exclusively to generate your roadmap. It is never shared with third parties and never used to train AI models. You may use placeholder or generic metrics if you prefer — the final deck is fully editable.

03

The CMO Review Step, Explained

Every roadmap generated by Liftly’s AI engine is reviewed by a veteran CMO before delivery. What specifically gets reviewed: industry accuracy, business-type relevance, prioritization logic, and tone. This is what separates Liftly from a ChatGPT prompt.

04

What You Receive

A 25+ slide executive presentation deck, tailored to your specific business. Delivered as editable PowerPoint + PDF (or Google Slides + PDF). Typically covers: direct booking or conversion strategy, AI tool recommendations, customer journey automation, content calendar framework, commission and channel-cost reduction, paid media creative framework, and guest or client experience touchpoints. Fully editable — add your logo, adjust numbers, share with your ownership group or board.

05

Turnaround Time

48 business hours from form submission confirmation. You’ll receive a confirmation email the moment your diagnostic is received and payment is processed.

Ready to Build Your Roadmap?

Ready to Build Your Roadmap?

Start Your Diagnostic

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