Owner setup · local-only capture

Confirm the facts once.

Confirm what is correct and what still needs checking. Your answers stay on this device until you choose to download or share them.

01 · Identity

How should M&P show up publicly?

Preferred public company name

Show LLC publicly?

Vivian's public title

Timothy's public title

02 · Market

Service territory

Residential services

Commercial services

Licenses / insurance claims allowed publicly

03 · Contact routing

Primary business phone

Primary business email

Preferred/current domain

Urgent lead / owner alert recipients

04 · Current operations

Current apps and tools Highest-friction daily work How work moves today

05 · Legacy + demo truth

Prior business transition Olivero / Rich facts approved for the private demo Corrections / decisions / follow-up

No data has been submitted. Complete what you know; unknowns can remain blank.

Your answers

Review your answers, then download a readable copy or share it with Caleb. Nothing is submitted automatically.