Use live with a prospect

Customer onboarding checklist + business map.

This is the mobile guide for selling and setting up CrewKeeper. It is intentionally plain: ask the questions, mark the boxes, leave with the next step.

Start customer intake How the business works

30-second explanation

CrewKeeper catches the jobs your crew misses while they are working. It texts back missed callers, qualifies the request, flags emergencies, drafts owner-approved quotes from your price book, books the next step, and shows what turned into accepted quotes or paid revenue.

Do not sell it as:

Generic AI, a replacement for staff, automatic ESA filing, or a new field-service system they must migrate into.

Sell it as:

A local implementation layer around their existing phone, inbox, calendar, price book, and field software.

Customer intake while you are with them

Business

Owner / decision maker

Service phone

Service email

Service area

Existing software

Top 5 job types

Emergency policy

Pricing source

Calendar / booking rules

Success target for 30 days

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Setup checklist

Confirm fitOwner-led trade business, missed calls or slow quotes are real pain, not looking for full software migration. Agree on first workflowDefault: missed-call text-back + quote intake + owner handoff. Avoid adding every module on day one. Phone path chosenNo-answer forwarding, dedicated Twilio number, or later port. Start simple. SMS compliance explainedCustomer replies and transactional messages only. STOP/START respected. No cold SMS until compliant consent is solved. Calendar path chosenICS fallback first, Google/Microsoft OAuth later when needed. Price-book source capturedAI chooses approved items; code calculates totals; owner approves before send. ESA boundary explainedCrewKeeper can flag and track. Licensed contractor decides and files. Owner dashboard access plannedWho logs in, who approves drafts, who receives emergency alerts.

Acceptance tests before calling it live

8Must pass

30Day proof

$399Founding/mo

Normal missed callCaller receives text-back. Owner sees thread. Quote requestName, address, job type, scope, timing, and quote draft captured. Emergency languageSafety guidance appears; owner alert fires; no salesy copy. STOP opt-outSuppression works and future sends are blocked. Booking handoffVisit window is offered or owner receives clear scheduling task. Quote approvalDraft quote total, HST, and owner review state are correct. Dashboard handoffOwner can log in and understand the next action without you explaining every screen. Revenue proofEstimated, accepted, and paid revenue are separated.

Customer handoff script

"CrewKeeper is now catching the calls you miss. It is not replacing your phone, calendar, or software. It texts back, qualifies the customer, flags emergencies, drafts the next step, and records what happened. You approve anything sensitive. At day 30 we will look at missed calls captured, quote speed, accepted quote value, and paid revenue."

Day-30 review

Qualified missed-call leads captured.
Quotes drafted and accepted.
Revenue paid and linked back to a CrewKeeper-captured lead.
False positives, false negatives, and wording fixes.
Decision: continue, expand, or cancel before month two.

How the entire business works

Acquire locally: call, visit, and message owner-led trades businesses in Niagara. Lead with missed calls and slow quote follow-up.
Sell one workflow: founding package is C$750 setup + C$399/month for three months. Do not custom-build the universe.
Implement remotely: configure CrewKeeper-hosted app, n8n, Twilio, calendar fallback, dashboard, and price-book rules.
Run supervised automation: owner approves sensitive texts and quotes. Trusted transactional replies can become automatic later.
Prove value: separate estimated opportunities, accepted quotes, and paid revenue. No inflated "AI saved you" numbers.
Templatize: each client improves the electrical playbook. Then package for HVAC, plumbing, garage doors, property maintenance.

Rule of thumb:

If it does not help a contractor answer faster, quote sooner, book cleaner, or prove recovered revenue, it waits.