01

Tell us about the business

Use the name customers know, plus the legal name if it is different.

02

Who is our primary contact?

This is the person we should contact for approvals, questions, and onboarding.

03

Where can customers find you online?

Share your main website and any social pages you actively use.

04

Where do you serve customers?

Your physical address and service area help us route and personalize customer communication.

05

What do you do?

Tell us your industry and the services you most want customers to choose.

06

What are your business hours?

Include after hours availability or any days your team is closed.

07

Share your Google Business Profile

This helps us connect reviews, business details, and customer follow up correctly.

08

Who is your ideal customer?

A clear picture of your best customer helps us shape every message and follow up.

09

How do you handle new leads today?

Walk us through what happens after a call, text, website form, or social message comes in.

10

What would make this a win?

Tell us the results you want most and anything else our team needs to understand.

Communication consent

By submitting, you confirm these details are accurate and may be used to prepare your Caprigan account.