The Closer setup intake

Set up the follow-up before another good quote goes quiet

Walk us through where your quotes live, how they go quiet, and what a friendly nudge from your business should sound like. Building Jarvis uses this to prepare the cadence, wording, stop rules, and human-escalation plan for your approval.

Start Closer setup Talk it through first

Local setup intake only. This page does not email or text customers, import quotes, create HighLevel records, or connect to your CRM.

What this setup intake does

This form collects the plain-English rules Building Jarvis needs to plan The Closer: who the business is, where open quotes live today, how quotes usually go quiet, what the follow-up should sound like, and what must always go to a human.

It does not authorize customer follow-up. It does not connect to HighLevel or your CRM. It does not import quotes. Those steps happen separately, in writing, after review and approval.

• We map where quotes live and where follow-up falls through.
• You give a sample follow-up in your own words.
• You pick the cadence and confirm the stop-on-reply and opt-out rules.
• You mark pricing, objections, and hot leads for human review.
• Building Jarvis prepares the setup plan before anything goes live.

Local-only intake

Tell us how quote follow-up works today.

No follow-up goes out until you approve the wording, cadence, and launch steps.

LOCAL INTAKE DRAFT — NOT CONNECTED TO HIGHLEVEL OR CRM

Please do not enter passwords, API keys, OAuth logins, customer records, quote records, contact lists, payment details, or account access here. This form collects only what we need to plan your setup. Live access to quotes or CRM tools is arranged separately, in writing.

About your business

Tell us who The Closer would be set up for and who should review the follow-up plan.

Business name *

Use the public business name customers recognize.

Your name *

The person who should review the setup plan.

Email *

We’ll use this only for this setup unless you approve something else.

Phone *

A setup contact number, not a customer list or phone-system login.

Website

Optional. Helps us understand services, service area, and current public wording.

Industry *

Pick the closest match.

Team size *

Rough size is enough.

Timezone *

Helps us plan quiet hours and avoid bad follow-up timing.

Quick answers before you submit

Does submitting this start emailing or texting my customers?

No. This is a setup intake only. Customer follow-up requires approved wording, consent and opt-out handling, a dry run with test contacts, and written go-live approval.

Do I need to share CRM access or my quote list here?

No. Do not share passwords, API keys, OAuth logins, quote exports, or customer records in this form. We only need where quotes live and how follow-up works today. Live access is arranged separately, in writing.

Will The Closer negotiate, discount, or pressure customers?

No. Price questions, discount requests, scope changes, objections, and hot leads route to a human. The Closer handles polite persistence, not sales decisions.

Is this guaranteed to close more quotes?

No. It creates consistent, owner-approved follow-up so open quotes stop dying from silence. It cannot guarantee closed deals, revenue, or customer decisions.