Client Onboarding | Local Service Scale

1. Plan and contact

Plan you signed up for *

First name *Last name

Mobile for lead alerts *Email for leads and reports *

Who else should get new-lead alerts?Name, mobile and email, or "just me" How do you want lead alerts?

GHL app notification (recommended)EmailTextPhone call

Quiet hours for alerts?

2. Business identity

Must match your IRS letter exactly. We use it for texting registration only.

Legal business name *Exactly as on your EIN letter or state filing Name customers know you by

Business typeYear started

Business address on your EIN recordNot published if you're a service-area business Do customers come to you, or do you go to them? Website URL today (if any)

3. What you do and where

Trade * Every service you offerOne per line Your 3 most profitable services Services you won't do How you price, and your minimum charge

Base town *Crew size

Every town or ZIP you'll drive to *Mark favourites and "only if it's big" ones

Jobs a week now, and how many more you could takeAverage job value ($)

Busiest and slowest months

4. Proof and access

Logo and photos are uploaded on the next screen.

Licensed? Type and numberInsured?

Certifications, awards, family or veteran owned Google Business Profile link *

Add localservicescale@gmail.com as a Manager: Google profile → ⋮ → Business profile settings → People and access → Add → Manager.

Done. I added you as a Manager. Other review sites (Yelp, Facebook, Nextdoor, Angi, Thumbtack) Where is your domain registered? *GoDaddy, Squarespace, Wix, Namecheap… Add us as a delegate or user, or ask for a 10-minute screen share Done. You have access (or I'll book a screen share). Do you use email at your domain (you@yourbusiness.com)? Phone numbers customers know today, and which rings your cell

Hours to publishWhat should you stand out for?

5. Ads

Daily ad budget you're comfortable with$20/day or more qualifies for the 20-Lead Guarantee Google Ads account? (customer ID if yes) Applied for Google Local Services Ads before? Any licence or background-check issues? Ads you've run before: where, how much, what happened Paying for Yelp, Thumbtack or Angi now? Roughly how much? Will you film one short ad script a month on your phone?

6. Your detailing packages

We keep your package names and file each one under a standard category so reminders and reports work.

How you work Your packagesOne per line: name · category (maintenance wash, exterior, interior, full detail, paint correction, ceramic, PPF) · price for car / small SUV / large SUV-truck / van · hours · deposit? · weeks until they should rebook Add-ons and prices Capacity: most jobs a day, time between jobs, days you work Policies: deposit, cancellation, what happens when it rains Coatings: brand, warranty years, care instructions (if you install them) Membership or referral reward you want (Dominate)

Last step

The photos I send are mine to use and these details are accurate. * I understand texting goes live only after carrier registration (A2P) is approved, usually 1–2 weeks. * Anything else we should know?