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Client Discovery & Onboarding

Let’s Get Your System Built

This takes about 5–7 minutes.
Answer these so we can set up your call system correctly.

What’s your business name? *

What’s your name? *

Best phone number? *

Best email for updates? *

What cities or zip codes do you service? *

What services do you offer? *

Which services make you the most money?

What are your business hours? *

When you miss a call, what should happen? *

Instantly text them back (recommended)

Only log the lead

Something custom (we’ll discuss)

How should after-hours calls be handled? *

Same as day time

Text only

Escalate emergencies

Not sure yet

What counts as an emergency for your business? *

If it’s an emergency, who should it go to? *

Do you want customers to book directly into your calendar? (Question only shows if booking add-on selected.) *

Yes

No

What calendar do you use? *

Google

Outlook

Other

How long is a typical appointment? *

What’s your average job value? *

Do you use a CRM right now? *

Yes (which one)

No

Which CRM?

What’s the biggest issue you want this system to fix? *

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I consent to receive non-marketing text messages from MNL Systems about my order updates, appointment reminders, etc. Frequency may vary. Message & data rates may apply. Text HELP for assistance, reply STOP to opt out.

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