First Name

Last Name

Phone *

Email *

Service areas and coverage limits *

Which HVAC systems do you install? Select all that apply. *

common.other_option

Which HVAC systems do you replace? Select all that apply.

common.other_option

Leave blank if you do not offer replacement services.

Which requests should be flagged as non-qualified? Select all that apply.

Repair-only requests

Maintenance or tune-up requests

Commercial rooftop units (if not offered)

System or work type not offered

common.other_option

A Qualified Estimate is a real request for a price or inspection of agreed installation or replacement work. Booking, attendance, a completed quote, or a sale are not required.

Offer terms and differentiators

Which offers and customer benefits do you currently provide? Select all that apply.

common.other_option

Routed call number, business hours, and time zone

Who handles calls outside regular business hours? Select all that apply.

common.other_option

Calendar link and available estimate windows

Inquiry and appointment notification recipients

AI guardrails and human handoff

Which languages can the SMS assistant use? Select all that apply.

English

Spanish

common.other_option

Google Ads customer ID

Monthly Google Ads budget (client funded) *

CRM, calendar, booking, and tracking tools

Weekly inquiry review contact

Target launch date, numeric goals, and dependencies

Which first-30-day outcomes matter most? Select all that apply.

Qualified installation or replacement inquiries

Estimate appointments booked

Cost per qualified inquiry

Fast response to new inquiries

Installation versus replacement mix

common.other_option

Company website

Which Google access invitations have been sent or accepted? Select all that apply.

Google Ads direct user invitation sent

Google Ads manager account linked

Google Business Profile access shared

Google Analytics 4 access shared

Google Tag Manager access shared

Local Services Ads access shared (optional)

common.other_option

Company name for the agreement and client record

A2P messaging and SMS opt-in details *

A2P legal business identity and authorized representative *

Google Business Profile setup

If you already have a profile, add its link and verification status in the field below. If you do not, watch the setup tutorial before kickoff.

Google chooses the verification method available. The owner or authorized representative must create or claim the profile and complete it. If video verification is requested, record and submit it through Google’s own flow. Reviews can take up to 5 business days after verification and sometimes longer.

Do not send us ID, EIN notices, passwords, or one-time codes. Bring the IRS EIN confirmation notice (CP 575 or Letter 147C) to kickoff; the authorized representative will enter or confirm sensitive details directly with the provider.

Watch the Google Business Profile setup tutorial here.

GBP profile status and analytics IDs

Google access