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

Direct answer

What should I send Zatra’s setup desk first?

Send investor type, ownership, activity, sector overlay, structure question, capital band, document readiness, banking or immigration needs and urgency — so the desk can score and route the file before packages or filings move. Open the contacts form.

Zatra Consultants receiving an industry award on stage.

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:

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