GotBack.app Setup | Client Intake

Confirm basics

Is this the right business?

Keep the first step short. The client should feel like most of the work has already been done.

Step 1 / 8

Your name

Mobile phone

Already captured

BusinessMiller Drain & Plumbing
TypePlumbing
Email[email protected]
AddressStreet, city, state, ZIP can be finished later

This is correct enough to start.Small updates can still be made during onboarding.

Website + Google

What public pieces already exist?

GotBack needs one clean public foundation before phone, SMS, trust pages, and Google details go live.

Step 2 / 8

Do you have an existing website?

I have a website.We will ask for the URL and admin path. I do not have a website.GotBack should build the site foundation.

Website URL

GotBack can administer the site

Do you have a Google Business Profile?

I have a Google profile.Paste it below if you have the link. I am not sure.GotBack can help locate or create the listing.

Needs

Where do you need help first?

Pick the problems that actually slow the business down. The plan recommendation should follow these choices.

Step 3 / 8

Calls during work hoursI miss calls while I am on jobs, driving, or with customers. After-hours callsPeople call at night or weekends and voicemail is not enough. Texts and photosCustomer messages, pictures, addresses, and updates get buried. AppointmentsScheduling, confirmations, and reminders need a cleaner process. Website and Google updatesHours, services, photos, and public information are stale.

Optional

Proposals or invoicesJob details and approvals are scattered. Reviews or social postsI need help staying visible after jobs are done.

Service area

Where should calls become leads?

Use the address as the center, then tune radius and towns. Later this can connect to Google Maps.

Step 4 / 8

Service center 25 mi

Service base

Service radius 25 mile radius from the service base.

I do not have a service radius yet.

Important towns, neighborhoods, or counties

Emergency work can go outside this area.Use a different routing rule for urgent calls.

Hours + rules

When should the system answer differently?

Normal hours, emergency examples, and approval boundaries keep the voice and text lane controlled.

Step 5 / 8

Normal hours

Monday

Tuesday

Wednesday

Thursday

Friday

Emergency examples

Always ask owner before

Services

What should customers search for?

Pick at least 10 services. These drive website copy, Google updates, call scripts, and routing.

Step 6 / 8

Add other services, brand phrases, or local search terms

Tone

What should the business sound like?

These choices shape website copy, voice scripts, SMS replies, and palette direction.

Step 7 / 8

Words or style to avoid

Businesses you like or dislike

Recommended plan

Review the launch path.

The actual version can generate this from the intake answers. This mockup keeps the handoff compact.

Step 8 / 8

Suggested: Essentials

Website, phone, SMS, Google basics, and owner approval.

This gets the public foundation current, creates the business phone/text lane, and gives the owner controlled handoff before sensitive messages go out.

Managed website
Trust pages
Phone intake
SMS setup
STOP/HELP
Google basics
Owner approval
Launch timeline

Terms Usage Contract

After payment

Day 0Upload work photos and confirm usage rights.
Day 1Domain and palette options are suggested.
Day 2Website preview and trust-page path are prepared.
Day 3-5Local number, voice, SMS, and tests are set up.
Day 6-7Welcome call, text, email, and dashboard access.