Action Items

• [ ] Nicole to get Doug a new personal phone number and transition current number to business use
• [ ] Nicole to email logos to Many Results
• [ ] Nicole to provide before/after photos with location details and project descriptions for case studies
• [ ] Nicole to write a blurb about their story, why they do this business, and family background
• [x] Amanda to send payment invoice today
• [ ] Many Results to send account login information over the next week
• [ ] Missy to create brand kit once logos are received
• [ ] Amanda to map out project and assign work to Marco

Business Overview

• Target Market: Residential clients with money, focusing on higher-end work
• Core Services: General contracting, remodeling, additions, kitchens, bathrooms, living rooms, floors, cabinets, windows, siding, gutters
• Licensing: Doug is a licensed contractor in New Jersey
• Service Area: South Jersey, within approximately 1 hour drive
• Current Process: Doug handles all client communications directly through his personal number

Website & CRM Setup

• Domain Purchased: 360contractingNJ.com through GoDaddy for 5 years
• Delegate Access: Granted to [email protected] with full permissions
• Email Setup: Outgoing communications will come from [email protected]
• Account Email: [email protected] will be used for account logins