Owner setup · local-only capture

Confirm the facts once.

This turns the meeting corrections into a structured implementation packet. Nothing is submitted to a server; the packet stays on this device until you download or share it.

01 · Identity

How should M&P show up publicly?

Preferred public company name

Show LLC publicly?

Vivian's public title

Timothy's public title

02 · Market

What do you sell, and where?

Service territory

Residential services

Commercial services

Licenses / insurance claims allowed publicly

03 · Contact routing

Where should work actually go?

Primary business phone

Primary business email

Preferred/current domain

Urgent lead / owner alert recipients

04 · Current operations

What are we keeping, fixing, or replacing later?

Current apps and tools Highest-friction daily work How work moves today

05 · Legacy + demo truth

What can safely move forward?

Prime Roofing & Construction transition Olivero / Rich facts approved for the private demo Corrections / decisions / follow-up

No data has been submitted. Complete what you know; unknowns can remain blank.

Generated packet

Implementation handoff

Generate first, then download or use the device share sheet. No network submission occurs.