Sam signs up
Sam owns Front Range Concrete. He chooses AI Lead Assistant and agrees to test Good Local concrete leads. He signs one order form; no automation is live yet.
The complete customer journey
From signed order to daily use, screen by screen.
This is the complete operating story: what you sign, what we build, which phone number customers use, where you log in, what a lead looks like, what automation does, and how every charge reaches you.
Start here · One complete example
Sam already has a business, number, Google profile, and calendar. Good Local adds leads and follow-up without replacing all of it.
Sam answers the intake
He keeps his existing Google profile and (303) 555-0100. Good Local adds (720) 555-0148 to the Good Local lead site. Both routes feed Sam’s private workspace.
Good Local builds and tests
Sam receives a portal invitation. We test both numbers, one form, text replies, source labels, staff alerts, calendar conflicts, AI handoff, review routing, and billing.
A homeowner contacts the lead site
Dana calls the Good Local number. Sam misses it. The approved missed-call text sends from that same tracked conversation, and the record says “Good Local · Centennial Concrete.”
The lead is qualified and scheduled
AI asks city, project type, size, and timing. It offers only verified calendar openings. Dana chooses Tuesday at 2:00; Sam sees the appointment in HighLevel and Google Calendar.
Sam performs the estimate
Sam can call or text from the portal, add notes, move the opportunity, and take over from AI. If Dana hires him, Sam marks the job Won and later Completed.
The right review and bill happen
Dana receives one review request for Front Range Concrete—the company that performed the work. The lead enters a reviewed billing batch; it does not instantly charge Sam’s card.
Phase 1 · Signup and launch
Nothing goes live the moment you enter a card.
Fit call
We confirm your services, territory, hours, lead capacity, current phone setup, calendar, staff, and the exact problem you want solved.
Written scope and price
You receive an order form showing the selected product, setup charge, monthly charge, included service line, usage rules, lead rate if applicable, and cancellation terms.
Signature and payment authorization
You sign electronically. Setup is invoiced once. Monthly service may use recurring card or ACH autopay only after you authorize it.
Business intake
You provide the logo, business name, services, service area, hours, FAQs, calendar rules, review link, users, escalation contacts, and approved message language.
Build in test mode
We create your workspace, pipeline, phone routing, inbox, forms, automations, calendar, permissions, and reporting. Nothing contacts a real customer yet.
Test together
We send a labeled test call and form. You confirm alerts, login, replies, appointment behavior, pipeline movement, opt-out handling, and a test invoice.
Launch approval
You approve the setup. We turn on only the signed services and supervise the first real inquiry from intake through billing.
The actual onboarding questionnaire
These are the questions Good Local asks the business.
The owner does not need to know GHL. They describe how the business works; Good Local converts those answers into settings and returns a launch plan for approval.
1
Business identity and texting registration
- Legal company name, public business name, entity type, and registered address
- Website, business email, and Google Business Profile URL
- If we send texts as your business: your EIN and authorized representative
- If you are an eligible sole proprietor without an EIN: the separate sole-proprietor registration path
2
Services and territory
- Exact services you want—not “everything you do”
- Services you refuse or refer out
- Cities/ZIP codes and maximum drive distance
- Job types, minimum job size, seasonality, and weekly lead capacity
3
Phones and staff
- Every advertised number, carrier, owner, and where it rings now
- Who answers during business hours and after hours
- Which people need portal access and what each person may see
- Whether calls may be recorded and the approved disclosure
4
Messages and AI
- The first missed-call and form-response wording
- Qualification questions in the order they should be asked
- FAQs AI may answer and subjects it must hand to a person
- Escalation person, response time, opt-out, and emergency language
5
Calendar and appointments
- Google/Microsoft calendar owner or no calendar
- Estimate duration, buffers, notice, hours, and blocked days
- Direct booking versus requested-time confirmation
- Who receives new, changed, cancelled, and no-show alerts
6
Reviews and billing
- The legitimate Google review destination
- What event means a job is complete
- Billing contact, card/ACH authorization, and invoice email
- Lead price, valid-lead rule, duplicate window, and dispute deadline
Good Local onboarding
Phone & lead handling · 3 of 6
Current business number
Number customers call
(303) 555-0100
Current carrier
Verizon Business
Who owns it?
Front Range Concrete
Where does it ring?
Sam + estimator
What should happen?
✓Ring Sam for 20 seconds, then estimator
✓If nobody answers, send one text
✓After 6:00 PM, collect details—do not book
Use a new Good Local number for supplied leads
Saved as draft · nothing is liveSave & continue
Required before business texting
Each texting business verifies its own identity.
Good Local cannot use Beach Devs LLC’s EIN to register texts that identify themselves as a contractor’s business. The legal identity, website, consent language, sample messages, and sending purpose must match the business represented to the customer.
Phone System · Trust Center
Business identity registration
Legal business name
Front Range Concrete LLC
Registration type
EIN
EIN / registration number
Entered securely by owner
Entity type
Limited liability company
Registered address
Must match official record
Authorized representative
Sam Rivera · Owner
Business website
frontrangeconcrete.com
Business email
sam@frontrangeconcrete.com
Still required: opt-in page and checkbox, privacy policy, terms, messaging purpose, two sample messages, opt-out language, and the phone number that will use the approved campaign.
EIN required from the client
The client is a registered business and its name/number will send SMS or register business caller-name information.
Different registration path
A genuinely eligible sole proprietor has no EIN or other registered entity and qualifies for the carrier’s sole-proprietor route.
No EIN collected for this service
The client only buys SEO, receives a forwarded call, or receives lead notifications without sending platform texts as its business.
Security rule: the owner enters sensitive registration data through the protected phone-system Trust Center or another approved secure intake—not ordinary email, text message, or the public contact form.
Phase 2 · Phone setup
You usually do not need to port your number.
We choose one of these arrangements during onboarding. The selected number, forwarding behavior, caller ID, texting identity, recording disclosure, and business hours are written into the setup plan.
Keep your current public number
Forward missed or unanswered calls to the Good Local tracking number, or connect supported calling where possible. Your existing number stays advertised.
No port required for the basic forwarding setup.
Use a new tracking number
We provision a local number for a campaign, website, or service line. Calls can ring your existing phones while the source and missed-call workflow remain measurable.
No port required. The new number is added to the selected marketing property.
Port an existing number
Use this only when you want the platform to become the permanent carrier for that number. Porting requires carrier paperwork, ownership verification, and a scheduled cutover.
Optional—not the default. Do not cancel the old carrier until the port completes.
The phone plan Sam approves
Two public numbers. One team. Source never disappears.
Sam keeps his established number. The Good Local property receives its own tracked number. Both ring Sam, but the portal always shows which number the homeowner contacted.
Approved call map · Front Range Concrete
CONTRACTOR SOURCE
(303) 555-0100
Website + contractor Google profile
GOOD LOCAL SOURCE
(720) 555-0148
Centennial concrete lead property
RING ORDER
- 1. Sam · 20 seconds
- 2. Estimator · 20 seconds
- 3. Voicemail + one text
Portal retains dialed number, source, call result, recording setting, and assigned person.
Phase 3 · Login and daily UI
One portal for the people you authorize.
After testing is complete, each authorized user receives an invitation email. They create their own password and enable two-factor authentication.
The final login address will be app.goodlocalgrowth.com after the white-label portal is configured. Until then, test users use the secure platform invitation link.
Owners may see conversations, opportunities, calendars, reporting, and permitted billing information. Staff access can be narrower. Contractors never see another company’s leads, source inventory, routing rules, or internal pricing logic.
Your company workspace
ABC Home Services
Inbox3
Opportunities12
Calendars2
Reviews4
Payments1
Opportunity
Sinking patio estimate
Customer
Dana R. · (303) 555-0142
Service
Concrete leveling
Market
Centennial, CO 80112
Source
Local service site · Form
Timeline
Within 30 days
Assigned
Estimator queue
Conversation
Customer: “The back corner of our patio has dropped about two inches. Can someone look at it next week?”
Phase 3 · Multiple lead sources, one operating view
Your number and a Good Local number can feed the same inbox without becoming the same thing.
The system keeps the source identity attached to every call, text, form, appointment, review request, and invoice line. Your team can work everything from one portal while Good Local can still prove where an inquiry originated.
Your existing presence
Your website + Google profile
Customers use your existing number or a source-specific tracking number that rings your current phones.
Combined workspace
One inbox + one pipeline
The lead record shows the source and number used. Replies go back through the correct conversation channel.
Good Local supply
Lead site + tracking number
A separate number and form identify Good Local-supplied opportunities before they route to the assigned contractor.
| Customer came from | Number or form used | Source label on the lead | Review destination |
|---|---|---|---|
| Contractor website or Google profile | Contractor’s existing public number, or a tracking number that forwards to it | Contractor | Contractor’s own Google review link |
| Good Local lead property | A separate Good Local tracking number assigned to that source and market | Good Local source → assigned contractor | The business that actually performed the work; never two review requests for one job |
| Referral, ad, or manual entry | The number or form assigned to that campaign | Named campaign | Chosen during setup based on the real customer relationship |
What “combine the numbers” means
It does not erase or merge ownership of the phone numbers. It means calls and texts from several approved numbers appear in one workspace. Each conversation retains the dialed number and source. When your team replies, the configured business number for that conversation is used; a personal employee number is not exposed.
Two Google profiles do not mean two review requests
The launch plan names one legitimate review destination for each completed job. Normally that is the profile of the business that contracted with and performed the work. The workflow must not ask the same customer to review two profiles or route reviews to an unrelated listing. Good Local does not sell or transfer a Google profile as a listing shell.
Phase 4 · Scheduling
Your calendar rules decide whether AI can book.
A connected calendar is optional. We can book directly into verified openings, request a preferred time for human confirmation, or disable scheduling completely.
Estimate calendar
Tuesday · Front Range Concrete
9:00
Busy · blocked from Google Calendar
11:00
Available · customer may select
2:00
Dana R. · Concrete estimate
4:00
Travel buffer · unavailable
Customer sees only available openings. Private calendar event names are not displayed on the booking page.
Calendar connection
Connect an existing Google or Microsoft calendar when supported, or use a dedicated estimate calendar. Busy times are read so the system does not intentionally double-book them.
Appointment type
We define the length, travel buffer, notice required, available days, service territory, and which staff member or crew can receive it.
What the customer sees
The customer sees only approved openings—not private calendar titles or personal event details. They receive a confirmation and the reminders you approved.
What your team sees
The appointment appears in the portal and connected calendar with the customer, service, source, address, notes, and conversation link.
Reschedule or cancel
The customer uses the approved link or contacts the business. The event updates, the opportunity remains attached, and the assigned user is notified.
No automatic booking
If you prefer, AI collects the requested day and time but creates a “Needs confirmation” task instead of committing a slot.
Phase 5 · What happens in every common scenario
The system has a defined next step.
01
A call is answered
The call connects normally. The contact and call activity are logged. No missed-call text is sent.
02
A call is missed
After the configured missed-call event, the business sends an approved text such as: “Sorry we missed your call. What can we help with?”
03
A form is submitted
The customer receives an acknowledgement. A contact and opportunity are created with source, service, territory, request details, and consent evidence.
04
The customer replies
The conversation appears in the shared inbox. A user may reply manually, or approved automation/AI may ask the next allowed question.
05
The AI is unsure
It stops, tells the customer a team member will help, and assigns or alerts a human. It does not invent an answer.
06
The customer opts out
STOP or another recognized opt-out marks the channel unavailable and ends marketing automation for that channel.
07
An appointment is booked
The appointment is written to the connected calendar and the opportunity moves to Appointment Set. Confirmation and reminder messages use the approved schedule.
08
The lead goes quiet
If enabled, the system sends the agreed number of follow-ups on the agreed days, then stops.
09
The job is won
Your user moves the opportunity to Won and may enter collected revenue when required by the agreement. The review-request workflow may begin.
10
The job is lost
Your user selects Lost and a reason. Follow-up stops unless a separate long-term nurture campaign was approved.
11
A lead is invalid
The record moves to Invalid/Disputed. Source evidence remains locked while Good Local reviews the reason and determines billability or a credit.
12
Payment fails
The billing contact is notified. Retry and grace rules follow the order form. New paid lead delivery may pause only when the agreement allows it.
Phase 6 · Billing
Fixed services can be automatic. Variable charges are reviewed first.
Setup fee
A one-time invoice issued after signature and before implementation begins.
Monthly Recovery or AI plan
A recurring invoice containing the package and its written monthly allowance. Autopay runs only when you authorize a saved card or ACH account.
Usage above the included allowance
The order form lists the included SMS, email, number, and AI allowance plus the overage rate. Normal usage inside the allowance does not create another line item.
Pay-per-lead charges
Valid delivered leads are grouped into a reviewed batch with lead IDs and amounts. They are not charged straight from an unreviewed form trigger.
Credits and disputes
Approved disputes create a credit tied to the original invoice line. The original record is preserved for auditability.
GOOD LOCAL
Invoice #1042
AI Lead Assistant · monthly$349.00
Included usage1,000 AI replies + 1,000 SMS
Usage overage$0.00
Qualified leads · reviewed separately$— per order form
Collection method
Authorized card ending 4242
Illustrative invoice. Actual taxes, lead rates, credits, due dates, overage rates, and payment method are controlled by the signed order form and issued invoice.
What Good Local controls
- Workspace configuration and permissions
- Phone routing and tracking configuration
- Forms, pipeline, calendars, and approved automations
- Lead-source and delivery evidence
- Billing setup, invoices, credits, and payment status
- Testing, monitoring, and safe failure alerts
What your business controls
- Which employees receive access
- Services, territory, hours, and capacity
- Approved FAQs, calendar rules, and message language
- When a human takes over from automation
- Estimates, pricing, customer agreements, and service delivery
- Lead outcomes: contacted, appointment, won, lost, and reason
Nothing is assumed at launch.
The order form and launch checklist define the service, territory, number, users, messages, AI limits, billing method, dispute window, and exact activation date.
Start with the fit call