Client Intake — Canova Systems

Answers here become how your assistant talks, what she books, and where. Plain answers beat perfect ones — under ten minutes, and we go over all of it together on your kickoff call.

6 PARTS · SAVES STRAIGHT TO YOUR BUILD · BRANDON IS TEXTED THE MOMENT YOU SUBMIT

Part 1 · The Basics

Business name, exactly how customers should hear it *

Your name *

The cell we ring when a hot lead needs you live *

What area do you serve — and how far will you drive for a good job?

Normal working hoursEstimates get booked inside these windows.

Part 2 · The Work

Anything people ask for that you DON'T do?

What's the smallest job worth rolling a machine for?

Part 3 · Money Talk

When a caller pushes for a rough price, what can your assistant say? Never quote — sell the free estimate She can give this rough range:

When you walk a property, when does the customer get their number? Right there on the spot Same or next day, by phone or in person I email it over when I get to it

Start to finish, how long does a customer usually wait for their number?

Roughly what share of last year's work came from referrals and repeat customers?

How many weeks of work do you have booked right now?

Part 4 · Your Assistant

Name your assistant

When should she ring YOUR cell live? Only when someone demands a human Also when a hot lead is ready to book Handle everything — just text me summaries

Where do estimates get booked today? Google Calendar Another app (tell us on the kickoff call) Paper or my head — set one up for me

Part 5 · Week-One Revenue

Past customers: roughly how many, and where do their names and numbers live? CRM, spreadsheet, phone contacts, paper — any format works. Get it to us within 48 hours and week one starts with leads you already own.

Old quotes that went quiet — got a pile? Where?

Part 6 · Proof

Link to your Google Business ProfileOr just type "google my business name."

Three to five true facts your assistant can useFamily-owned since when, insured, crew size, the machines you run.

Anything else she should know?Gate code policy, seasonal notes, whatever matters.

Couldn't send — check the three starred basics up top and try again. Still stuck? Text it to Brandon, no sweat.

✓

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Every answer here goes straight into your build. Anything you skipped, we'll cover together on the kickoff call.

Set your system up right.

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