DONE-FOR-YOU CUSTOMER INTAKE

No login requiredNo passwordsNo meetingsDelivered in 48 hoursEditable files

You do not need to give us access to your website, Google account, email, or social media.

Get a simple quote request system for your local business in 48 hours.

Fewer missed requests, faster replies, and organized customer details—plus your branded intake page, FAQs, review replies, and scripts. No meetings required.

Built manually for each business. No meetings, no passwords, no account access.

New Customer Request

NameJane Smith
ServiceRoof Repair
UrgencyThis week
LocationMiami, FL 33145
Details

My roof is leaking in the bedroom. Need someone this week.

Received 2 mins ago

Suggested Reply

Ready to send

Hi Jane,

Thanks for reaching out. We can help with your roof repair. I've got a few quick questions to make sure we schedule the right time and bring everything we need.

Does this week work for a quick inspection?

- [Your Business Name]

Use This Reply

Who this is for

Built for:

  • Plumbers
  • Roofers
  • Cleaners
  • Landscapers
  • Barbershops
  • Med spas
  • Repair services
  • Local service businesses that handle requests by phone, text, email, or DM

Before: Scattered and slow

  • Calls, texts, DMs, and emails everywhere
  • Repeated questions from every customer
  • Reviews sitting unanswered
  • Replies written from scratch every time

After: Organized and ready

  • One simple form to capture every request
  • FAQ answers ready to use
  • Review replies ready to post
  • Message scripts ready to send

What you receive after 48 hours

You receive:

1 live intake/quote request page

A page your customers can use to submit requests—you share the link wherever you want.

1 editable intake form

Structured fields you can adjust so you capture the right details every time.

20 FAQ answers

Clear answers to your most common questions, ready to copy or edit.

20 review reply templates

Professional replies for positive, neutral, and negative reviews.

10 customer message scripts

Templates for texts, DMs, and email follow-ups.

1 handoff guide

Simple instructions to put everything to use.

See an example of what you'll receive

Open full demo
Intake Page

Request a Free Quote

Intake Page
FAQ Answers (20)

Frequently Asked Questions

FAQ Answers (20)
Review Replies (20)

Review Responses

Review Replies (20)
Customer Scripts (10)

Customer Scripts

Customer Scripts (10)

Your delivery folder includes editable files and easy-to-follow instructions.

Your 48-Hour Customer Intake Kit

$275Beta price for the first 5 local businesses.

No login required. We never need access to your website, Google, email, or social. No meetings. No passwords. Delivered in 48 hours.

  • 1 live intake/quote request page
  • 1 editable intake form
  • 20 FAQ answers
  • 20 review reply templates
  • 10 customer message scripts
  • 1 handoff guide
  • One revision
Get My Intake Kit
No login requiredNo meetingsNo passwordsDelivered in 48 hours

How it works

  1. 1

    Send details

    Share a few details about your business and services.

  2. 2

    We build it

    We create your custom intake kit in 48 hours.

  3. 3

    You review it

    Review your kit and request one revision if needed.

  4. 4

    Start using it

    Share your page, reply faster, and manage requests more clearly.

No extra software. No account access. No meetings.

You receive a simple intake page, editable docs, and a handoff guide. Use the kit as-is, link it from your site, and copy the templates into your existing workflow.

No passwords

You keep control of your accounts.

No meetings

Everything is handled through a short form.

No new software

Links, docs, and templates only.

Frequently asked questions

What is the 48-hour Customer Intake Kit?

A done-for-you package: 1 live intake/quote request page, 1 editable intake form, 20 FAQ answers, 20 review reply templates, 10 customer message scripts, and a handoff guide—everything organized so you can capture leads clearly and respond faster.

Do you use AI?

Yes, where it speeds up drafting—but the promise is the kit itself: editable pages and docs you own, nothing that locks you into a new platform. Your customers see a simple intake experience, not "an AI product."

Can I request changes?

Yes. One revision is included so you can request practical edits after reviewing the kit.

How long does it take?

Your first kit is delivered within 48 hours after you send the requested business details.

What if I already have a website?

That works. You can link the intake page from your existing site, add it to your contact page, or use the templates separately in your current workflow.

What do I need to provide?

You provide your business name, service list, service area, preferred contact details, common customer questions, and any tone or brand notes you want reflected.

What if I have more than one location?

The beta kit covers one business setup. If you have multiple locations, mention that when you email and we can confirm the simplest approach.