CRO · Lead quality

Desk intake brief for Tanzania setup

Send the minimum facts the setup desk needs to score A–D and route your file — before packages, filings or capital move.

Open the contacts form View the checklist How scoring works

Talk to the desk · +255 788 466 212

Why incomplete briefs slow everything.

Speed-to-lead targets assume usable facts. Missing ownership, activity or urgency pushes the file to C/D until clarified.

Match a funnel first on investor funnels
Use document lists on process · documents or the foreign investor checklist
WhatsApp is fastest once you can paste the brief below

Minimum facts checklist.

Copy into WhatsApp or the contacts form. Incomplete is fine — mark “unknown” rather than inventing.

Investor type — local individual / foreign individual / corporate shareholder / regulated project
Ownership — % local vs foreign; number of directors/shareholders; beneficial owners if known
Activity — what the company will do in Tanzania (one sentence)
Sector overlay — ordinary / mining / tourism / finance / other regulated (or unsure)
Structure question — new company / branch / subsidiary / JV (or still deciding — use branch vs subsidiary)
Capital plan — rough investment band and source-of-funds note (no bank secrets)
Documents ready — passport/ID, address, resolutions, premises proof (yes / partial / none)
Banking — need corporate account soon? Any preferred bank?
Immigration — work/residence permit needed for a director? (yes / no / unsure)
Urgency — decision date, travel date, or “exploratory”
Paid entry fit — Readiness Review / Transaction Risk / full package / advise me

WhatsApp paste template.

Hello Zatra Consultants — Tanzania setup brief
Investor type:
Ownership:
Activity:
Sector overlay:
Structure:
Capital plan:
Documents ready:
Banking need:
Immigration:
Urgency:
Preferred next step:

Open WhatsApp with template Use the contacts form

Note: This improves qualification speed. It does not guarantee approval, bank account opening or regulator outcomes.

After the brief

See how the desk scores and sequences the file.

Lead routing and speed-to-lead targets sit on the process page.

Lead routing Speed-to-lead