Company details
Confirm your business name, approved main phone, contact email, staffed office information and service territory.
Get the right information together before design begins.
Use this as a planning checklist. Confirm specific terms and requirements with the business or provider involved.
Back to resourcesConfirm your business name, approved main phone, contact email, staffed office information and service territory.
List the services you actually provide and the types of work you want to emphasize. Identify any areas or job types you do not serve.
Gather approved logos, colors, team photos and real project images you have permission to use.
Prepare an explanation of your inspection, estimate, installation and follow-up process. Confirm warranty and financing wording with the responsible provider.
Identify who receives calls and forms, how the business responds, and which platforms are already in place.
Choose the person who signs off on content and design. Agree on access, domain ownership and how future changes will be coordinated.