[client_onboarding · 10_minutes]

Tell us what you’re working with.

Answer what you can — “I don’t know” and “I don’t have one yet” are perfectly good answers, that’s what we’re here for. Nothing here asks for a password; passwords go in your secure vault, never in a form.

[01 · your_business]

The business.

The name and license number are the two that matter — we run your license through the contractor lookup and pull your registered business details from it. The rest is optional, but it speeds things up.

Business name

Contractor license # (CSLB or your state)

Your name (optional)

Business phone (optional)

Best email for you today

Service area (cities / counties)

What you do (trades, services, specialties)

Anything you DON'T do or don't want advertised

[02 · your_domain]

The domain.

Your web address — like smithconstruction.com. If you don’t have one, we’ll help you pick and register it. You’ll own it.

I own a domainFill in the two fields below.I don't have one yetWe'll register one together — you'll own it.Not sureSomeone may have bought one for me at some point.

Domain name (if you have one)

Where it lives (who you bought it from)

Who has the login for it? (you, a nephew, an old web guy…)

[03 · your_email]

The email.

Current email setup

The address you WANT (we'll set it up)

Anything else about your email (optional)

[04 · what_you_run_today]

Current systems.

We don’t tear down what works — we enhance it. Tell us what exists, even if it’s a notebook.

Existing website (if any)

How you track leads & customers today

CRM / tools by name (if any)

Google Business Profile? (the Maps listing)

[05 · extras]

Want any of these?

Add-ons, each quoted separately — checking a box just means “give me a price,” not a commitment.

Put my business on GoogleGoogle Business Profile setup — the Maps listing, reviews, hours.Meta agentAuto-replies to Facebook & Instagram messages, day and night.Text-message follow-upCompliant SMS so leads hear back in minutes, not days.Invoicing & paymentsSend invoices from your dashboard, customers pay by card.Email marketingStay in front of past customers and referrals.

[06 · logins_and_keys]

Logins — the safe way.

We never collect passwords through forms, email, or text.

You’ll get an invite to a private, encrypted vault (Bitwarden) that belongs to you. You drop your logins in there — domain, email, anything relevant — and only you and our build system can read them. At handoff, the vault and everything in it is yours.

Best email for your vault invite

Which logins exist? (names only — never the passwords)

[07 · anything_else]

Your words.

What should this website do for you? Anything else we should know?

Takes about 10 minutes. “I don't know” is a perfectly good answer.