About four minutes.
The person we'll work with day to day.
Pick everything that applies.
Most platforms handle this for you. We just need to confirm.
We need them to add us, so it helps to know who to point you at.
A range is fine. Nobody expects an exact number.
Takes about four minutes. There's one more short step after this.
This is what lets it answer like someone who works for you. The first few questions decide how much of the rest you'll see.
Before it ever talks to a real customer, you message it and tell us where it's wrong. It is the single biggest thing that makes it sound like you.
Twenty minutes across a few days is genuinely enough.
Someone has to say "yes that sounds like us" before it goes live. It doesn't have to be you.
An operations manual, SOPs, training docs, a price list, a customer FAQ. Anything.
Google Doc, Dropbox, Notion, anywhere. If it's not online, just say so below and we'll email you for it.
Cities, counties, ZIP codes, or "X miles around [town]." However you think about it.
Just as important. It stops us sending you jobs you don't want.
How long, what's covered, and anything that voids it.
If we can see live stock, we can quote real items at real prices instead of guessing.
Tell us how you actually quote it. If delivery and install are one price, say so.
The most common way these systems embarrass a business is quoting something they shouldn't.
Paste a list, or upload one above. Rough is fine.
They will ask, every single time. "I don't know" loses the lead.
So someone can pay a deposit or an invoice right in the conversation.
Include anything specific, like a down payment, that people get wrong.
What we can schedule on our own, and what should go to a person.
Leave it blank if anything can be booked.
What should it be driving every conversation toward?
If a person is also in the same inbox we need to know, so you two aren't answering the same customer twice.
These are pre-selected because they're the ones that cost you a customer if handled badly. Uncheck anything you disagree with.
A promise you make, how you introduce yourselves, a phrase you're known for. If nothing comes to mind, put N/A.
Guarantees you can't make, competitors you won't name, promises about timing. If there's genuinely nothing, put N/A.
Even a loose one. The order you ask things in, or the way you open.
What do you say first, and what do you try to find out before you push for the booking?
The most useful thing on this whole form. Real questions beat anything we'd invent.
Five or six is plenty. Write them the way customers write them.
Screenshots are genuinely fine. Nothing teaches it to sound like you faster than how you already talk.
That's everything. We'll take it from here.
Your answers are in and your build has started. You don't need to do anything else right now.