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Before Your Kickoff Call

Welcome! We're looking forward to getting started with you. Before our first call, here are a few things to think about. Nothing here is required — this is just to help you get the most out of our conversation.

Know Your Goals​

Think about what success looks like for your business:

  • What are the top 2-3 problems you want to solve? (e.g., "I spend too much time following up with leads manually")
  • What would a great outcome look like in 3-6 months?
  • Are there specific metrics you care about? (e.g., more appointments, faster response time, more reviews)

Know Your Current Setup​

It helps us to understand what you're working with today:

  • Who hosts your website? (e.g., GoDaddy, Wix, Squarespace, WordPress — or "I'm not sure")
  • Do you use any tools for managing leads or customers today? (e.g., spreadsheet, another CRM, pen and paper)
  • How do leads or customers currently reach you? (e.g., phone calls, website form, walk-ins, referrals)
  • How do you currently handle appointment booking?

Think About Your Team​

  • Who will be the main point of contact for this project?
  • Will anyone else on your team need access to the platform?
  • Who makes final decisions on things like website content and branding?

Gather If You Have Them​

Don't worry if you don't have all of these — we can help you figure them out:

  • Your website login or the name of your hosting provider
  • Your business logo (PNG with transparent background is ideal)
  • A list of your main services or offerings
  • 2-3 competitor websites you'd like us to reference
  • Your Google Business Profile login (if you have one)

Questions to Ask Us​

Write down any questions you want to ask during the call. Nothing is too basic — here are some common ones:

  • How long will it take to get everything set up?
  • What will I need to do vs. what will you handle?
  • How do I reach you if I have questions after we start?
  • What does the platform look like day-to-day?

What Happens on the Call​

Our kickoff call is about 30-45 minutes. Here's what we'll cover:

  1. Quick introductions — who's on your team and ours
  2. What we're building for you — recap the services and what to expect
  3. Timeline — when things happen and key milestones
  4. What we need from you — the items we'll need to get started
  5. Next steps — communication preferences and scheduling

No technical knowledge required. This is a conversation, not a test. Come as you are.

Questions Before the Call?​

Reach out anytime:

We're here to help.

Symphony Core LLC