Beyond the website / Seven practical services

From the first inquiry
to the next good project.

See the customer-facing example, try a workflow and understand exactly what we would deliver. The roofing business, customers and amounts are fictional. These are demonstrations for your review.

Design and booking samples ↗Our services ↗No live accounts, customer records or payments connected.

01 / Detailed business tool

Google Business Profile cleanup

Help a homeowner understand the work the business actually offers and find the right next step from its Google listing.

$450 one-timeProposed scoped pilot fee

Sample Coastal Roofing is a fictional service business offering roof repairs, roof replacement and gutter replacement in Gig Harbor, Purdy and Fox Island. Its illustrative starting profile has a vague description, no service detail and an outdated website link. This is a made-up example, not an audit of any prospect.

Fictional profile content preview

Sample Coastal Roofing

Roofing contractor · Service-area business

Roof repairsRoof replacementGutter replacement

Example service area: Gig Harbor, Purdy and Fox Island

Illustrative starting point
“We do roofing.” No services listed. Outdated website link.Proposed improvement
Confirmed services, a useful description, approved photos and the correct website link.

Layout demonstration, not a live Google listing. No ratings or credentials are invented.

Example profile description

Sample Coastal Roofing works with homeowners in Gig Harbor, Purdy and Fox Island on roof repairs, roof replacement and gutter replacement. Tell us what you are noticing and what you would like changed. We review the roof, project scope and access requirements before confirming the work and timing. Visit our website to send a project inquiry.

What we deliver

One existing, verified profile reviewed and updated with the owner's authorization.
One concise business description and up to six owner-confirmed service descriptions.
Confirmed contact details, hours or appointment policy, service areas and the correct website link.
Up to five owner-supplied project photos, with agreed captions and permission to use them.
Before-and-after change log, handoff instructions and one revision round.

How we complete it

Compare the current profile with the owner's approved business fact sheet; list proposed changes.
Prepare the description, service text and photos for the owner to review.
Apply approved changes through the customer's account, check the resulting profile and document anything still pending Google review.

How we check it

Business name and contact details match the approved fact sheet.
Each service listed is genuinely offered and the website link reaches the intended page.
Photo permission and owner approval are recorded; no invented reviews or credentials appear.

What the owner supplies

Owner or manager access to the existing verified profile.
Exact business name and actual services, hours and service area.
Correct business website and contact details.
Approved photographs and confirmation of any credentials the owner wants included.

Scope and live setup

This scope assumes an existing verified profile. Verification disputes, suspensions, duplicate-location repairs and ongoing management need separate review. Profile edits can be subject to Google review. No ranking or lead guarantees.

What to measure

Track profile completeness and, if available in the owner's account, website clicks and inquiries before and after the change. These observations do not establish that every new inquiry came from the cleanup.

Example offer after the business expresses interest

We can also clean up your Google business listing so the services, photos and website link all match. That would be $450 for one existing verified profile, including a review round.

This is a proposed pilot scope and price, subject to the actual inputs and agreed work. Software subscriptions, processing, printing and ongoing services are separate. No external offer has been sent.

Google service descriptions ↗Google business representation guidelines ↗

02 / Detailed business tool

Review-request kit

Give the owner a simple, consistent way to ask real customers to describe their experience after completed work.

$300 one-timeProposed scoped pilot fee

A fictional homeowner has just had gutter replacement completed by Sample Coastal Roofing. The owner wants a small printed card and a short email they can use for completed-job customers. The same review route is available to customers regardless of whether their feedback is positive or negative.

Sample Coastal Roofing

How did
we do?

Share your honest experience.
We appreciate your feedback.

Demonstration QR code pointing to example.com/review

Demo QR: example.com/review.
Replace with the verified business review link before use.

A small handoff after the job.

Give the customer a card with the business's verified review link. The same public-review route is available to all completed-job customers.

Optional follow-up example

“Hi Alex, just leaving our review link here in case you'd like to share your experience: [verified link]. No pressure. Thanks again for having us out.”

No incentives, purchased reviews or five-star requirement. Printing and sending are separate steps.

Example email: Thanks again for having us out

Hi Alex,

Thanks again for having us replace the gutters. If you'd like to share your experience, here's our Google review link: [verified review link].

Honest feedback is welcome. If there's anything you want to discuss about the work, you can also reply here.

Thanks,
Riley
Sample Coastal Roofing

What we deliver

One verified Google review link supplied from the owner's business profile.
One print-ready review card and one QR-code image tied to that verified link.
One initial email and one optional gentle follow-up template.
A short handoff checklist covering when to ask, how to reply and how to verify the QR destination.
One revision round; printing and live delivery are separate.

How we complete it

Verify the review destination and prepare the card, QR image and two short emails.
Test scanning the final QR on a phone and opening the review link; let the owner review every asset.
Hand over print files and editable email text. Any sending or automation is a separate authorized action.

How we check it

The QR resolves to the correct business's review destination.
Requests ask for honest feedback without incentives or a requirement to leave five stars.
There is no satisfaction screen that withholds the public review link from unhappy customers.

What the owner supplies

The owner's verified review link and confirmed business name.
Logo or approved wordmark, preferred colors and contact details.
A confirmed rule for asking completed-job customers and any requested follow-up timing.
The owner's approved final wording.

Scope and live setup

The demonstration QR leads to example.com/review, not a real Google listing. It must be replaced before use. This kit does not create reviews, send emails or include monthly review management.

What to measure

Record how many invitations the owner sends and how many reviews arrive during the period. Do not assume every review was caused by the kit.

Example offer after the business expresses interest

We can make you a simple review card, QR code and a couple of short emails to use after jobs. It would be $300, with printing separate.

Google review links, QR codes and honest-review policy ↗

03 / Detailed business tool

Detailed project intake

Collect the details an owner needs to decide whether a job is a fit before spending time on repeated questions.

$650 one-timeProposed scoped pilot fee

A fictional homeowner in Gig Harbor wants a roof replacement within the next few months. A form asks for the project type, city, timing and a description, then shows a roof-age question only for roof replacement. The owner receives an organized inquiry instead of a vague 'How much is a roof?' email.

Try this with fictional details. No data or files are sent or saved.

Sample owner notification

Preview only. No inquiry submitted, acknowledgment emailed or photos uploaded.

Example owner notification

New project inquiry: roof replacement

Name: Alex Sample
Email: alex@example.com
City: Gig Harbor
Preferred timing: Next 1–3 months
Roof age: About 22 years
Budget: Prefer to discuss
Details: We'd like to compare replacement options before winter.
Photos: 2 optional attachments

Next action: Review the inquiry and confirm whether a consultation is appropriate. Timing and price are not promised by this form.

What we deliver

One customer-owned form with up to ten agreed fields and one conditional question branch.
Optional project-photo intake using a supported provider, with file limits and access settings agreed in advance.
One owner notification template and one plain acknowledgment template.
One supported website integration, test submissions, mobile review and handoff.
One revision round. A basic inquiry form remains included in the website package; this fee applies to the richer workflow.

How we complete it

Map the owner's first questions and remove fields that are not necessary for the first conversation.
Build the conditional form and agreed notifications in the customer's chosen supported system.
Test complete and incomplete submissions, file limits and mobile layout; hand over access and a response checklist.

How we check it

Required fields validate and the conditional roof question appears only for replacement work.
Live test inquiries arrive once in the correct inbox, with the expected details and attachment permissions.
Acknowledgment wording does not promise a quote, accepted job or response time the owner has not approved.

What the owner supplies

Actual service types and service area; required and optional questions.
The customer's form account and the inbox that should receive inquiries.
Whether photos are needed, who can access them and the agreed retention policy.
Expected response wording and who is responsible for replying.

Scope and live setup

This demo generates a local preview only. Photo filenames and sizes stay in the browser; no files are uploaded. Live intake needs a form backend and the customer's approval of access, storage and notification settings. Complex quoting engines are outside this scope.

What to measure

Measure how many submitted inquiries contain enough detail for an initial response, and how much clarification the owner needs. The form does not itself guarantee more inquiries.

Example offer after the business expresses interest

If you're getting vague inquiries, we can add a more detailed project form with a few useful questions and optional photos. A scoped setup like this would be $650.

04 / Detailed business tool

Inquiry and estimate tracker

Give every open inquiry an owner, a stage and a next step so estimates are easier to follow through.

$850 one-timeProposed scoped pilot fee

Sample Coastal Roofing has three fictional inquiries: a $12,800 roof estimate awaiting a reply, a $1,800 repair already marked won and a $3,600 gutter inquiry still at consultation. Those values are invented for the example. An estimate value is not collected revenue, and a won status is not proof of payment.

Sample Coastal Roofing

Every inquiry gets a next step.

Three fictional records. Changes stay in this tab and reset on refresh.

Open inquiries

Open estimated value

Won job valueStatus value, not collected payments

Inquiry / customer	Estimate	Stage	Next action / owner

Change a stage to see the totals update. Estimate values are illustrative. Won and lost items leave the open pipeline.

Example estimate follow-up drafted from a tracker entry

Hi Alex,

Just checking that you received the roof replacement estimate. Happy to explain the materials or talk through any change to the scope.

Would it be useful to go over it together?

Thanks,
Riley

What we deliver

One customer-owned spreadsheet or simple CRM pipeline with up to six agreed stages.
Fields for customer, service, inquiry date, estimate value, owner, next action, due date and outcome.
One dashboard showing open items, estimates awaiting replies and illustrative value totals.
Up to three reusable follow-up drafts and an owner handoff session.
One revision round; up to twenty clean existing inquiries can be entered if supplied by the owner.

How we complete it

Define stages and the minimum fields, then clean the supplied records without creating new prospect data.
Build the tracker, dashboard and follow-up drafts; enter agreed sample or supplied records.
Walk one inquiry through the pipeline and check that the owner can update it. Quote form syncing and scheduled reminders separately when needed.

How we check it

Moving an item between stages updates counts and open-estimate totals correctly.
Each open inquiry has a next step and a responsible person.
Estimate values, won job values and collected payments remain clearly distinguished.

What the owner supplies

The owner's existing inquiry records and preferred spreadsheet or CRM account.
Agreed stages and the person responsible for each stage.
The real next-action rules and which amounts represent estimates rather than payments.
Who can view the customer records and whether a form integration is required.

Scope and live setup

The interactive demo is browser-local and resets on refresh. No customer database, scheduled reminders, emails or CRM account are connected. Bulk migration, duplicate cleanup and two-way integrations need separate scope.

What to measure

Track overdue next steps, time to first response and estimate outcomes. Review win rate only after enough real records exist; do not use the three demo rows as evidence of sales results.

Example offer after the business expresses interest

We can put your inquiries and estimates into one simple tracker so each one has a next step. A small setup with a dashboard and follow-up drafts would be $850.

05 / Detailed business tool

Estimate and invoice setup

Make it easier for the owner to present a clear estimate and use their payment provider to invoice agreed work.

$550 one-timeProposed scoped pilot fee

A fictional roof-and-gutter estimate totals $12,800: roof removal $1,600, roofing materials and installation $9,200, and gutter work $2,000. A purely illustrative 25% deposit would be $3,200, leaving $9,600 before any applicable tax. The customer must approve actual prices, tax treatment and payment terms.

Sample Coastal Roofing

A clear payment schedule.

Fictional estimate
No tax calculated

Illustrative work	Amount
Roof removal	$1,600.00
Roofing materials and installation	$9,200.00
Gutter work	$2,000.00

Illustrative pre-tax total$12,800.00

Try a deposit percentage

Illustrative deposit

Illustrative remaining balance

No payment provider is connected. Nothing can be charged here.

Deposit, tax and payment terms are supplied and approved by the business. This is a calculation example, not a contract or live invoice.

Example estimate email

Hi Alex,

Here's the estimate for the roof and gutter work we discussed. It lists the work, materials and the proposed payment schedule.

Please have a look and let me know if you'd like anything explained or changed. Once the scope and terms are agreed, we can confirm the next step.

Thanks,
Riley

What we deliver

Configure one existing, customer-owned invoice or payment-provider account.
Set up up to ten owner-approved service items and one branded estimate/invoice template.
Configure the owner's approved deposit and balance terms in the supported provider.
Prepare one estimate email and one invoice email; review the estimate-to-invoice workflow.
Test with a draft or sandbox record and hand over instructions, including one revision round.

How we complete it

Confirm the actual service items, rates and terms; configure a draft template in the customer's account.
Walk a sample estimate through review and accepted-estimate conversion to an invoice using supported provider features.
Check totals, deposit/balance presentation and payment destination without charging anyone; give the owner a concise operating guide.

How we check it

Line items total correctly and the deposit plus balance equals the agreed pre-tax amount.
The payment destination belongs to the customer and the owner understands separate provider fees.
No invoice is sent or charge taken during setup without explicit approval.

What the owner supplies

The customer's verified provider account and appropriate access.
Business billing details, actual service items, rates and approved payment terms.
Customer-supplied tax configuration or direction from their accountant.
The customer's own approval of banking, processing fees and any provider agreement.

Scope and live setup

The deposit demo uses made-up amounts and calculates no tax. It is not an actual payment request or legal contract. Provider subscriptions and processing fees are separate. Accounting, tax advice, debt collection and custom payment software are outside this setup.

What to measure

Track time spent preparing estimates, invoice corrections and the owner's actual time to payment. A payment setup does not guarantee that a customer will pay.

Example offer after the business expresses interest

We can also help set up your estimates and invoices in your own account so the branding, service items and payment steps are consistent. A small setup would be $550, with provider fees separate.

Square estimates and accepted-estimate invoicing ↗Square invoice and deposit features ↗

06 / Detailed business tool

Hiring page

Give prospective crew members one clear place to learn about an actual opening and send relevant information.

$450 one-timeProposed scoped pilot fee

Sample Coastal Roofing has a fictional crew-member opening in the Gig Harbor area. The page describes the work and the application steps. Compensation, benefits, schedule and final requirements are supplied by the employer before a real page is published; this example is not a live job advertisement.

Fictional opening / Sample Coastal Roofing

Roofing Crew Member

Like working outside and seeing a project come together? Tell us about your roofing or construction experience and when you'd be available to start.

Example work

Help with site preparation and material handling.
Assist with roofing tasks assigned by the crew lead.
Support site cleanup and follow the employer's training and safety procedures.

Location: Gig Harbor area
Schedule: employer-approved details required
Pay and benefits: employer-approved details required
Requirements: employer-confirmed details required

This is a layout example, not a live job advertisement. The employer completes and approves the role before real publication.

Sample application

Nothing was submitted or saved.

Example role introduction

Roofing Crew Member

Like working outside and seeing a project come together? Tell us about your roofing or construction experience and when you'd be available to start.

Example duties: help with site preparation, material handling, cleanup and roofing tasks assigned by the crew lead. Follow the employer's training and safety procedures.

Location: Gig Harbor area
Schedule: [Employer-approved schedule]
Pay and benefits: [Employer-approved details]
Requirements: [Employer-confirmed requirements]

Send a short introduction and relevant experience through the application form. The employer will review applications and contact suitable candidates.

What we deliver

One page for one real job opening, with approved duties, schedule, compensation, benefits and requirements.
One application form with up to six agreed fields and optional resume intake through a supported provider.
One employer notification and one acknowledgment template.
One mobile review, form-delivery test and handoff explaining how to close the opening.
One revision round.

How we complete it

Turn the employer's role information into a clear page and a short relevant application.
Connect the approved application provider and route submissions to the hiring contact.
Test a fictional application, review the final page with the employer and document how to pause or remove the listing.

How we check it

All role details match the employer's approved opening and no compensation fields remain unfinished on the live page.
An application reaches the correct hiring destination and an optional resume has the intended access permissions.
The owner can close applications when the position is filled.

What the owner supplies

A real opening and employer-approved role details, including pay and benefits.
The hiring contact and destination inbox or applicant system.
Agreed application questions and who may access applicant information.
Employer review of posting requirements and final wording before publication.

Scope and live setup

This is a mock application and saves no applicant data. The scope excludes recruitment campaigns, screening candidates, background checks and employment-law advice. The employer supplies final posting requirements and controls hiring decisions.

What to measure

Count complete applications and the employer's qualified-applicant assessment. Do not promise a number of hires or a time to fill the opening.

Example offer after the business expresses interest

If you're hiring, we can make a straightforward page explaining the role and collecting applications in one place. One opening with a simple application would be $450.

07 / Detailed business tool

Seasonal customer reminders

Help an owner draft timely, relevant messages for existing customers who can receive that kind of communication.

$350 one-timeProposed scoped pilot fee

A fictional contractor offers a service that might be useful again: gutter maintenance, landscaping maintenance or a customer-recorded inspection due date. The owner confirms the actual offering and the eligible customer group. No reminders are sent and no automation is scheduled in this sample.

Three draft examples

A useful reason to get back in touch.

Choose a reminder example

Example audience rule

Before real delivery

Confirm the offering, eligible recipients, any referenced dates, sender details, opt-out handling and final wording. The owner approves the actual delivery.

Draft demonstration only. No recipients loaded, mailing account connected or reminders scheduled.

Example email: A quick note before the wet season

Hi Alex,

If you'd like help checking or clearing the gutters before the wet weather, reply with what you're noticing and when would suit you.

We can confirm the scope and availability from there.

Thanks,
Riley
Sample Coastal Roofing

[Approved sender details and opt-out instructions]

What we deliver

Three short reminder drafts tailored to the owner's confirmed services.
One written audience rule using the owner's eligible existing-customer records.
An agreed timing checklist, exclusions and opt-out handling instructions.
A review sheet showing the sender, recipient group, offer, timing and owner approval needed before delivery.
Editable handoff files and one revision round.

How we complete it

Define the eligible group and purpose without mixing in cold prospects or inventing service history.
Prepare the drafts, timing checklist and exclusions; have the owner approve the offer and wording.
Hand over the drafts and delivery checklist. Mailing setup, account permissions and scheduled delivery require a separate authorized scope.

How we check it

The business actually offers the service and any referenced due date comes from a verified customer record.
The eligible audience excludes opted-out recipients and uses the owner's approved sender details.
Final recipients, wording and timing are reviewed before any real sending or scheduling.

What the owner supplies

The service actually being offered and the business's real availability.
Owner-supplied existing-customer records eligible for this type of message.
Any genuine service dates or due dates used in the wording.
Approved sender identity, contact details and opt-out process.

Scope and live setup

The $350 example is a draft kit, not a monthly service or a live email automation. It does not promise recurring revenue. Inspections and maintenance intervals are not invented or presented as legal requirements.

What to measure

After an approved real delivery, measure replies, opt-outs and actual booked work. Treat replies and bookings as observations, not guaranteed outcomes.

Example offer after the business expresses interest

We can write a few useful seasonal reminders for your existing customers and a simple checklist for when to use them. A three-message draft kit would be $350.

From the first inquiryto the next good project.

Google Business Profile cleanup

Sample Coastal Roofing

Example profile description

What we deliver

How we complete it

How we check it

What the owner supplies

Scope and live setup

What to measure

Example offer after the business expresses interest

Review-request kit

How didwe do?

A small handoff after the job.

Optional follow-up example

Example email: Thanks again for having us out

What we deliver

How we complete it

How we check it

What the owner supplies

Scope and live setup

What to measure

Example offer after the business expresses interest

Detailed project intake

Tell us about the roofing project.

Sample owner notification

Example owner notification

What we deliver

How we complete it

How we check it

What the owner supplies

Scope and live setup

What to measure

Example offer after the business expresses interest

Inquiry and estimate tracker

Every inquiry gets a next step.

Example estimate follow-up drafted from a tracker entry

What we deliver

How we complete it

How we check it

What the owner supplies

Scope and live setup

What to measure

Example offer after the business expresses interest

Estimate and invoice setup

A clear payment schedule.

Example estimate email

What we deliver

How we complete it

How we check it

What the owner supplies

Scope and live setup

What to measure

Example offer after the business expresses interest

Hiring page

Roofing Crew Member

Example work

A short introduction.

Sample application

Example role introduction

What we deliver

How we complete it

How we check it

What the owner supplies

Scope and live setup

What to measure

Example offer after the business expresses interest

Seasonal customer reminders

A useful reason to get back in touch.

Example audience rule

Before real delivery

Example email: A quick note before the wet season

What we deliver

How we complete it

How we check it

What the owner supplies

Scope and live setup

What to measure

Example offer after the business expresses interest

From the first inquiry
to the next good project.

How did
we do?