Written onboarding

Complete your setup form.

This replaces the onboarding call. Answer in your own words, in your own time. If anything is unclear you can leave it blank and we will confirm it with you.

Your business

Business name

Main contact name and role

Email for notifications

Number enquiries currently come into

Service area and locations covered

The work you want booked

Main services you want enquiries for

Work you do not want to be contacted about

How you decide an enquiry is urgent

Availability and booking

Working hours and out of hours arrangements

Calendar or diary you use

What a customer should be able to book

Messages and tone of voice

How you would like messages to sound

Words or phrases you always use, or never want used

Questions you always ask a new customer

Systems and notifications

CRM or software you currently use, if any

Website address and who manages it

Who should be notified about a new opportunity, and how

What should happen if nobody responds to an enquiry

Anything else we should know

Book an optional setup call