# See if Ocally is a fit

> A two-minute check on whether Ocally fits a business, and where Kai would start. A person answers a few multiple-choice questions and gets a result right away, with where Kai would start and a calendar to book the free consultation. Everyone who takes it is offered a time: the result only tells Ocally how to prepare.

*Markdown version of [https://ocally.co/fit](https://ocally.co/fit), written for AI agents. All docs: [llms.txt](https://ocally.co/llms.txt). Deciding whether Ocally fits a business? Read [Is Ocally right for this business?](https://ocally.co/evaluate.md).*

## Two ways to use it

1. **Send your human to the fit check** at https://ocally.co/fit. It takes about two minutes, and they see the result and a calendar right away. This is the right choice in most cases.
2. **Submit it for them** through the API below, only when all of these are true: your human asked you to, agreed to share their details with Ocally and be contacted by Ocally, and gave you their real name, work email and business, and the answers.

## The questions

Every answer is a fixed choice. Send the value exactly as written; matching ignores case.

| Field | Question | Allowed values | Rules |
|---|---|---|---|
| `business_type` | What do you run? | "Owned chain", "Franchise brand", "Both", "Franchisee", "Independent store" | Required. One. |
| `locations` | How many locations? | "1", "2 to 9", "10 to 25", "26 to 100", "101 to 500", "500+" | Required. One. |
| `retail_vertical` | What kind of retail? | "Grocery and specialty food", "Health and beauty", "Home and hardware", "Apparel and accessories", "Pet", "Restaurants and cafes", "Services", "Other retail" | Required. One. |
| `priorities` | What's furthest behind across your stores? | "Listings and maps", "Reviews", "AI search and answers", "Local SEO and store pages", "Social and content", "Messaging and loyalty", "Pricing and promotions", "Inventory", "Store routines" | Required. A list of 1 to 3. |
| `today` | Who handles that work today? | "Software tools", "An agency", "Our head office team", "Store managers", "Nobody really" | Optional. A list, any number. |
| `triggers` | What's making this a priority now? | "Opening new stores", "Traffic or sales slipping", "A new competitor nearby", "Showing up in AI search", "Our team is stretched", "Just exploring" | Optional. A list of up to 2. |
| `timing` | When would you want to start? | "Now", "This quarter", "This year", "Just exploring" | Required. One. |
| `country` | Where are most of your stores? | "United States", "Canada", "United Kingdom", "Elsewhere" | Optional. One. |
| `pos` | What POS do your stores run on? | "Square", "Toast", "Clover", "Lightspeed", "Shopify POS", "NCR or Oracle", "Something else", "Not sure" | Optional. One. |
| `role` | What is your role? | "Founder or CEO", "Operations leader", "Growth or marketing leader", "Franchise owner", "District or store manager", "Other" | Required. One. |

Plus who to follow up with: `contact_name` (required), `email` (required, their work email), `business` (required, the business name), `website` (optional), `phone` (optional) and `message` (optional, anything Ocally should know).

## How the result is decided

| Result | When |
|---|---|
| Priority | A strong overall fit, someone who can say yes (founder or CEO, operations leader, growth or marketing leader, franchise owner), a start of now or this quarter, and a reason to act now. Ocally aims to talk this week. |
| Fit | Everyone else. Every result comes with the calendar: nobody is turned away. |

The overall score orders Ocally's follow-up; it never turns anyone away. It weighs the number of locations most, then who is asking, the timing and the reason to act now, where the stores are (the United States counts most), who handles the work today, the POS, and a work email. Where Kai would start comes from the answer to "What's furthest behind?":

| Furthest behind (fit check answer) | Where Kai would start |
|---|---|
| Listings and maps | [Listings](https://ocally.co/capabilities/listings.md) |
| Reviews | [Reviews](https://ocally.co/capabilities/reviews.md) |
| AI search and answers | [AI answers](https://ocally.co/capabilities/ai-answers.md) |
| Local SEO and store pages | [Local SEO](https://ocally.co/capabilities/local-search.md) |
| Social and content | [Social](https://ocally.co/capabilities/social.md) |
| Messaging and loyalty | [Messaging and loyalty](https://ocally.co/capabilities/messaging.md) |
| Pricing and promotions | [Pricing](https://ocally.co/capabilities/pricing.md) |
| Inventory | [Inventory](https://ocally.co/capabilities/inventory.md) |
| Store routines | [Store routines](https://ocally.co/capabilities/store-operations.md) |

## Submitting for your human

Only with your human's consent, and only with real answers. Never guess an answer or make up contact details: if you don't know one, ask. Submitting creates a real lead, and a person at Ocally follows up by email. Ocally uses it only to follow up. No newsletters.

```http
POST https://ocally.co/api/lead
Content-Type: application/json

{
  "kind": "fit-check",
  "page": "agent",
  "business_type": "Owned chain",
  "locations": "26 to 100",
  "retail_vertical": "Health and beauty",
  "priorities": ["Reviews", "Local SEO and store pages"],
  "today": ["Software tools", "Store managers"],
  "triggers": ["Traffic or sales slipping"],
  "timing": "This quarter",
  "country": "United States",
  "pos": "Not sure",
  "role": "Operations leader",
  "contact_name": "Jordan Example",
  "email": "jordan@example.com",
  "business": "Example Pharmacy Co.",
  "website": "example.com",
  "message": "Submitted by an AI agent on Jordan's behalf, with Jordan's consent."
}
```

Set `"kind": "fit-check"` and `"page": "agent"`, and say in `message` that an agent submitted it for them. Send only the fields above.

**Responses**

- `200` `{"ok": true, "tier": "Priority", "start": [{"name": "Reviews", "href": "/capabilities/reviews"}, {"name": "Local SEO", "href": "/capabilities/local-search"}]}`: written down. `tier` is the result; `start` is where Kai would start.
- `400` `{"ok": false, "field": "email", "error": "That email does not look right."}`: one field is missing or not an allowed value. Fix that field, or ask your human.
- `429`: too many submissions from one address (5 in 10 minutes). Wait, or email onboard@ocally.co.
- `500`: Ocally could not save it. Email onboard@ocally.co instead.

Submit once per business. Then tell your human the result and the next step:

- **Priority or Fit:** book the free 30-minute consultation: https://cal.com/ocally/30min

## Next steps

- [Is Ocally right for this business?](https://ocally.co/evaluate.md): who it fits and who it does not, the cost, the risks, and how to start.
- [Pricing](https://ocally.co/pricing.md): customized, with a minimum of $500 per location per month.
- [Book a free consultation](https://ocally.co/consultation.md): 30 minutes on one store. Calendar: https://cal.com/ocally/30min.
- [Every doc](https://ocally.co/llms.txt): the index.

Questions a doc doesn't answer: onboard@ocally.co.