Solomon Systems
New Client Intake

Let's build your system.

This is everything we need to build your website, set up your Google profile, and get your phone and follow-up working. Answer what you can — if you're not sure, leave a note and we'll sort it out on our onboarding call.

Before you start

The more complete this is, the faster we can build. A few sections ask for logins or account access — you don't have to hand those over here; just tell us whether you have them and we'll walk you through sharing safely.

New: tap the small i next to any question for a plain-English explanation, or hit “Need help? Ask the assistant” at the bottom-right to ask anything in your own words — no need to email us.

1

Your Business

The official details we need to register your account and texting.

Exactly as it's registered with the state — including "LLC," "Inc.," etc.
The name customers actually know you by, if it's different from the legal name.
Why we need your EIN: Your EIN is the 9-digit Employer Identification Number the IRS gave your business (format 12-3456789). Cell carriers now require it to approve business texting — without it, your missed-call text-back and follow-up messages can't legally go out. It's on your tax return or SS-4 letter. Sole proprietor without one? Note that here and we'll discuss options on the call.
Format: 12-3456789.
Street, city, state, ZIP. Used for your Google listing and texting registration.
Your real, current line — the one customers call today.
2

Main Contact

Who we talk to, and who signs off on the texting registration.

e.g. "Call/text after 4pm," or "email is best — I'm on jobs all day."
Authorized rep for texting: Carriers verify one owner/officer whose name matches your legal/EIN records. Usually that's you — if so, just check the box and skip the rest.
3

Google Business Profile

Your listing on Google Search & Maps — often your #1 source of calls.

We'll email you the exact steps — you stay the owner.
Google's rules: your real-world name only — no extra keywords or city names stuffed in.
The single best fit, e.g. "Plumber," "HVAC contractor," "Roofing contractor."
Cities, ZIP codes, or a mile radius you cover. e.g. "Austin, Round Rock, Pflugerville — 30 mi from 78701."
Day-by-day. e.g. "Mon–Fri 7am–6pm, Sat 8am–2pm, Sun closed."
Leave blank to use your main number.
A short list is plenty — we'll expand it and pick the right categories.
4

Phone & Access

So your calls route right and we can connect to what already exists.

Keep your number vs. get a new one: You can keep your existing number (we "port" it — takes 1–3 weeks and it keeps ringing normally the whole time), or start on a new local number right away (live in a day) and forward it to your real line. We'll recommend the right move on the call.
Only needed if we port. e.g. Verizon, AT&T, T-Mobile, RingCentral.
About logins: Don't type passwords into this form. Just tell us what exists — we'll send secure, step-by-step instructions to grant access when it's time.
Where you bought your web address — GoDaddy, Namecheap, etc.
So we don't disrupt your email. e.g. "name@gmail.com," "Google Workspace on our domain," "Outlook."
5

Brand & Photos

The look and feel — and the images that make your listing convert.

Vector files (.ai, .eps, .svg, .pdf) are best. High-res PNG works too. If all you have is the logo on your truck, tell us — we can work with it.
Hex codes (#0E1A2B) if you know them, or just describe: "navy and orange, like my truck wrap."
Photos that win calls: Google listings with good photos get far more calls. Great to have: your logo, 2–3 exterior shots (truck, signage), 2–3 interior/shop shots, a team photo, and 5–10 job / before-&-after photos. Phone photos are fine — well-lit and horizontal. Upload what you have now; add the rest later in the shared folder.
Logo, exterior, interior, team, and job shots.

All done? Send it to us.

Hit submit and your answers — photos and all — go straight to your Solomon Systems onboarding team. You can also keep a copy for your own records.

Your answers autosave in this browser as you go, so you can close and come back. Nothing is sent until you click Submit.