Signal Flow Systems — Client SetupClient Setup
Step 1 of 6
Your Business
Step 1 of 6
Tell us about your business.
This is how your agent learns to sound like you, not a script.
Business name *Please enter your business name.
Your name *Please enter your name.
Email *Valid email required.
Mobile number *Phone number required.
What type of business? *Please select your business type.
Service areaCity or cities you serve — your agent will use this to qualify calls correctly.

      
    
Step 2 of 6
Hours and coverage.
Your real schedule. Not the version on your website.
Regular business hours *e.g. Monday–Friday 7am–6pm, Saturday 8am–2pm
Do you offer after-hours or emergency service?
Yes — 24/7 emergency
Any time, day or night
Yes — limited hours
Specific after-hours window
No — regular hours only
Calls go to voicemail after hours
Emergency only
All inbound is urgent
If after-hours, what should the agent say or do?e.g. "Take a message and alert the on-call tech" or "Book for next morning" — skip if not applicable.
Any upcoming closures or schedule changes?Holidays, vacations, reduced hours. Your agent will handle these automatically.

      
      
    
Step 3 of 6
What you offer. How calls come in.
The more specific, the better it qualifies. Vague in, vague out.
List your services *Be specific. The more detail, the better your agent qualifies callers. Include anything you do and don't do.
Average job value *Your typical ticket. Used to configure urgency thresholds and priority routing.
Where do most of your calls come from?Select all that apply.
Google LSA
Google Ads
Angi / HomeAdvisor
Yelp
Referrals
Website form
Repeat customers
Billboards / wraps
Social media
Other
How do you currently handle your inbound calls?
Owner answers
Office staff
Voicemail
Answering service

      
      
    
Step 4 of 6
Your systems and how jobs get booked.
Every call logged. Every lead synced. Nothing falls through.
What CRM or scheduling system do you use? *Please select your CRM.

      If other, which platform?
      
    
How do you book jobs right now?
Book on the call
Real-time scheduling
Call back to book
Capture info, confirm later
Online self-booking
Customer schedules themselves
Dispatch decides
Routed to dispatch team
Who should get alerted when a new lead calls?Name and mobile number — this person gets an instant text with a full transcript after every call.

        
        
      

      Any other team members who should receive alerts?
      
    

      
      
    
Step 5 of 6
How your agent should sound.
It gets a name at Session 1. From then on, it's never anything else.

      At your Session 1, you'll name your agent. It will only ever identify itself as that name — never as AI, never as a third party. It's your receptionist.
    
How would you describe your business's personality on the phone?
Professional and efficient
Get to the point, no small talk
Friendly and warm
Personable, put them at ease
Calm and reassuring
Important for emergency calls
No preference
We'll match your vertical
Anything your agent should always say?Required disclosures, specific offers, seasonal promotions, or phrases you use with every caller.
Anything your agent should never say or do?Jobs you don't take, areas you don't service, competitors you don't want mentioned, price ranges to avoid.

      Anything else we should know about your business or customers?
      
    

      
      
    
Step 6 of 6
One last thing.
Then we go build.
Your main business phone number *This is the number your customers dial. It stays yours — we configure the forward during Session 1.
Please enter your business phone number.

      Anything else on your Stripe receipt or questions before Session 1?
      
    

      What happens when you submit:

      Johnathan receives your answers instantly and begins building your system before Session 1. You'll get a confirmation text within 30 minutes. Session 1 is where we go live — come with 60 minutes of focus and your CRM login.
    

      
      
    
✓
You're all set.
Johnathan has what he needs. The build starts now.
Your next step
We build it live. Test it. Go live before we hang up.

        Schedule →
      
        Questions before your session?

        Text Johnathan directly: 775-GET-FLOW
      