Welcome aboard!

Intake checklist

• Business name, address, service area, and hours
• List of services offered and how you describe them
• Pricing or price ranges you’re comfortable sharing publicly
• Your top 10–20 customer questions and preferred answers
• Who should receive escalations (name, email, phone) and when
• Booking/scheduling tool you use (if any) and access or invite
• Website platform and admin access (or your web person’s contact)
• Phone/SMS provider details, if text follow-up is in scope
• Confirmation that leads you’ll text/email have given consent
• Brand assets: logo, colors, tone of voice
• Tools to integrate (CRM, spreadsheet, email) and access
• Main goal for the first 30 days

Next steps

1. Email the items above to newnumber1@cnn1investor.com.
2. Book your kickoff call.
3. We build, test with you, and launch.

TODO: optional hosted intake form link.