About two minutes. Mostly taps.
The person we'll work with day to day.
Street address. Carriers need it to register your texting number, and the system uses it for directions.
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.
So nobody gets the same reminder twice.
So a deposit or invoice can be paid right in the conversation, if you want that.
One more short step after this.
About three minutes. Anything that needs a real conversation we'll cover on your onboarding call, not here.
So your answers land on the right account.
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.
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 and we'll email you for it.
Cities, counties, ZIP codes, or "X miles around [town]." However you think about it.
Rebooking, reminders, follow-ups after a job. Or new leads only.
US carriers make every business register before it can text. It takes days, so we start it now. Both optional if you don't have them handy.
Exactly as it appears on your IRS documents.
Nine digits. Your accountant has it if you don't.
Your website's services page, a Google Doc, a photo of the price board, anything. This saves us more time than any other question here.
One per line is fine. If the link above covers it, just write "see link".
Jobs you don't do, and for project work the smallest job you'll take. It stops us sending you work you don't want.
The most common way these systems embarrass a business is quoting something they shouldn't.
They will ask, every single time. "I don't know" loses the lead.
If we can see live stock, we can quote real items instead of guessing.
Amounts and windows, or a link to the policy. "None" is a fine answer.
In your words. This is what we'll measure ourselves against.
It's where we'll talk to you day to day. If it's new to you we'll set you up on the onboarding call, it takes two minutes.
These are pre-selected because they're the ones that cost you a customer if handled badly. Uncheck anything you disagree with.
Names and roles, or "just me". If a person is in the same inbox we need to know, so you two aren't answering the same customer twice.
Guarantees you can't make, competitors you won't name, promises about timing. If there's genuinely nothing, put N/A.
Five or six is plenty. Write them the way customers write them. The answers we'll get from you on the call.
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.