Onboarding · Part 1 of 2
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If you have not done the access page yet, that is the next step— it is the part that actually unblocks the build.
Go to the access page
Client intake
Write like you talk. Short, specific answers beat polished ones.
“We answer the phone in under 10 minutes, 7am to 7pm” is worth more than “we pride ourselves on responsive customer service.”
Only the 13 marked essential hold up the build. Everything else makes the site better — fill in what you can.
0 of 13 essentials filled in
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Exactly as registered.
Including which days you actually answer the phone — that is the part that matters.
And which one customers see.
It changes how we handle it — a home address usually should not be published.
For each, one plain-English line on what the customer actually gets.
Jobs you turn down or refer out. This saves you calls you do not want, and makes the site more credible, not less.
Only if you are willing to show it. If not, say so and we will handle pricing a different way.
Be blunt. This is the most useful answer on the whole form and we will address it head-on.
Homeowner, property manager, GC, insurance?
Cost, mess, timeline, being taken advantage of, someone not showing up?
Which, and can you provide certificates?
Concrete only.
Step by step: who answers, how fast, what happens next, how the estimate works, what the customer has to do, how long the job takes, how they pay. This usually becomes the single biggest driver of people actually calling — customers hesitate because they do not know what they are signing up for.
Yelp, Angi, Facebook, BBB, Nextdoor.
First name and city if possible.
Usually the difference between a site that converts and one that does not. Before-and-after pairs of your own real work outperform every stock photo ever taken, and no amount of design makes up for their absence. Phone photos are completely fine — 30 mediocre real photos beat 5 perfect stock ones.
An .ai, .svg, .eps or large .png. A logo pulled off an old site is usually too small to scale cleanly. Tell us what you have and we will send an upload link.
Roughly how many, and of what. If you have none, say so NOW rather than later — the options are (a) shoot some on your next few jobs, we will tell you exactly what to take, (b) we license stock, which costs money and looks like stock, or (c) we design around the gap. In that order.
If not, we will propose some.
Real faces on a real jobsite. Trust for home services is largely "does this look like a real person who will show up".
Skip this section entirely if you do not have one.
Please actually try rather than assuming. This is the single most common thing that delays a launch, and "my last web guy set it up" is a two-week problem worth starting on now.
"No" or "no idea" is a completely normal answer — we will set them up. Granting us access is on the access page, not here.
We keep those addresses alive — a ranking page whose address changes silently loses its ranking.
Any industry, and one line on why.
Auto-playing video, popups, sliders?
Call, fill out a form, book online, request a quote?
Your phone, an email inbox, a CRM?
Honest answer: only useful if it gets maintained.
Appointment reminders, quote follow-ups, anything. If yes, the site must carry an SMS section in the privacy policy and a consent checkbox with the exact wording carriers expect — without it, registration for business texting gets rejected. It is much cheaper to build in now than to retrofit.
If it is, that wording may be load-bearing for compliance — send it to us rather than letting us rewrite it.
Never type a password into this form.
We do not need one, we will never ask for one, and there is no field here that wants one. Giving us access is a separate page and it works by adding our email address to accounts you already own.
This form needs JavaScript to send. Email your answers toinfo@immaculateaisystems.comand we will take it from there.
Done here? Part 2 is access — that is the one that unblocks the build.