Public context
Send the public website, landing page, form path, Google Business Profile link, service-area page, or sample page where the customer starts.
This page is for cautious owners, contractors, agencies, and local-service teams who want an AI Cleanup Doctor first scan without handing over passwords or private customer records. Start with public context, one stuck follow-up point, and redacted examples only.
Use the smallest useful packet. It should let George see where the lead, customer, or estimate handoff might be breaking without opening private systems.
Send the public website, landing page, form path, Google Business Profile link, service-area page, or sample page where the customer starts.
Name the specific problem: missed calls, form leads not assigned, old estimates, wrong service area, slow replies, unclear AI draft, or owner visibility.
If examples help, hide names, phone numbers, addresses, payment details, and private notes. A short note is often safer than a screenshot.
The first scan should usually answer one practical question: where does the lead, customer, estimate, or reply handoff lose clarity?
You can name one public page, one follow-up problem, and one safe example or note. The $197 AI Leak Scan is the best first order when the goal is to find the first visible leak before changing tools or buying more leads.
If the scope feels unclear, send a fit question before paying. George can confirm whether the materials are enough or whether the job should wait for a different scope.