1 of 8 About you
Why: so I know who approves things and how to reach you quickly. Fast answers keep the build on schedule.
Your name
Your role
Phone
Email
Best way to reach youText Call Email
Best time
2 of 8 Your business
Why: the legal name goes on your policies and payments. The public name is what Google and customers see, and it has to match everywhere or your search ranking suffers. The type of business decides which questions come next.
Business name customers know
Legal nameAs registered with the state, e.g. "Smith Builders LLC"
What kind of business is it?
Choose one
Licensed trade: construction, roofing, electrical, plumbing, HVAC
Home or personal service: cleaning, landscaping, moving, detailing, pet care
Online store or products
Health, beauty or wellness: salon, barber, massage, fitness
Food and drink
Professional service: law, accounting, insurance, real estate, consulting
Security, staffing or events
Something else
In one sentence, what do you do?
Years in business
Hours
Business addressLeave blank if you only travel to customers
Area you serve
Where can we find you online today?Website, Google, Facebook, Instagram, Yelp, anything
3 of 8 Your trade
Why: in Colorado, many cities and the state (electrical, plumbing) require licensed trades to show license numbers on websites and ads, and customers check. Google's verified badges and Local Services Ads ask for proof. And a site can only say "licensed, bonded and insured" if all three are true. Your services and towns become the pages that rank in local search.
Trade
License type and number
Issued by
Average job value
Warranty you give
Every service you offerOne per line. Each one can become its own page.
3 of 8 Your services
Why: insurance and bonding are the first things customers ask about before letting someone into their home. Recurring work means we can set up reminders or subscriptions so customers come back without you chasing them.
Services with prices or price rangesOne per line
How do customers book today?
3 of 8 Your products
Why: the number of products and how they ship decides between a full store and simple payment links. Shipping and returns go into store policies the law requires. In Colorado you need a sales tax license before your first sale, in your name.
What do you sell?
About how many products?
Price range
How orders shipChoose I keep stock and ship it A supplier ships it (dropship) Printed on demand Local pickup or delivery Not sure yet
Where you ship
Return policy
Colorado sales tax licenseChoose I have one Not yet Not sure
3 of 8 Your services
Why: online booking needs each service's length and price. State licenses build trust and some must be displayed. We deliberately keep customers' health details off website forms to protect their privacy.
License type and number
Booking tool you use now
Services with length and pricee.g. "Fade, 45 min, $35", one per line
Deposit or no-show policy
3 of 8 Your menu
Why: for food, the menu and ordering are the website. A posted health permit is a trust signal, and some cities ask for it.
Health permit number
Ordering or delivery apps you use
MenuPaste it, or upload it below with your photos
3 of 8 Your practice
Why: many professions have rules about advertising (bar rules for lawyers, broker disclosure for real estate, licensing lines for insurance). Your site has to follow them, so I need to know what applies to you.
License, bar or credential numbers
ConsultationsChoose Free Paid Not offered
Practice areas or services
Any advertising rules you must follow?
3 of 8 Your company
Why: security companies need licensing in many Colorado cities, and clients ask about insurance first. If you're hiring, a job page with resume upload can send applicants straight to you.
Company license number
Insurance
Services
3 of 8 Tell me more
Why: so I understand your business before we talk and come to the call with ideas.
What do you offer, and what do customers need to know before buying?
Any licenses, permits or certifications?
4 of 8 Customers and goals
Why: this sets what we build and shows what it's worth. If an average sale is $500 and the system brings one extra customer a week, that's real money. Knowing the part of the business you hate tells me what to automate first.
Who is your ideal customer?
Where do customers find you now?
What do you want more of?Choose More calls and quote requests Bigger jobs or orders Online sales Bookings Repeat customers Hiring
Average sale or job
Customers per month, roughly
Competitors you'd like to beat
What part of running the business do you hate doing?
5 of 8 Your brand
Why: real photos of your work and real reviews earn trust; stock photos lose it. Sites you like show me the look you want faster than any description.
Brand colors
How should you sound?Choose Straight-talking and local Friendly and warm Premium and polished Bold and energetic
Websites you like, and what you like about them
Where are your reviews?Link to Google, Facebook, Yelp, or paste a few
LogoPNG, SVG, JPG or PDF
Photos of your work, team, place or productsUp to 20 photos, 25 MB total. More can be shared by link later.
6 of 8 Your accounts
Why: everything is set up in your name, so you always own it. I only need to know what exists so I can connect it or create it. I'll send invites for access; you never share a password.
Web address (domain) Not sure Have it Don't have it
Business email (you@yourbusiness.com) Not sure Have it Don't have it
Google Business Profile (the Maps listing) Not sure Have it Don't have it
Stripe or another way to take card payments Not sure Have it Don't have it
A separate business phone number Not sure Have it Don't have it
Facebook or Instagram business page Not sure Have it Don't have it
Web address, if you have one
7 of 8 New customers and alerts
Why: when someone requests a quote or books, the right person gets told within seconds. This wires those alerts and your booking hours.
Phone for new-customer alerts
Email for new-customer alerts
When can customers book appointments or estimates?
8 of 8 Last details
Why: texting customers requires their permission by law, and everything on your site has to be true. These boxes cover both.
Anything else I should know?
Send it