New Client Intake
Fill out each section completely. Hover the ? buttons for step-by-step guidance on finding each piece of information.
Fill out each section completely. Hover the ? buttons for step-by-step guidance on finding each piece of information.
Select the trade that best describes the client's primary service. This determines the content calendar topics and SEO keywords Claude uses.
A short phrase that describes who the owner is professionally. Claude uses this to write posts in the owner's voice — "Joe, a 20-year veteran, says..."
The CID (Customer ID) is a unique number Google assigns to every business listing. Here's how to find it:
https://maps.google.com/?cid=15106827816334410092?cid=
If the shared link doesn't contain ?cid=, try searching for the business again and clicking directly on the name in the knowledge panel, then sharing from there.
The Location ID is used by the Google Business Profile API to publish posts. It's different from the CID.
/locations/9405711248841677917/locations/ in front:locations/9405711248841677917This is optional and only needed if the client already has GBP posts. It helps the system link new posts to previous ones.
https://posts.gle/Coordinates (latitude + longitude) are used to geo-tag GBP images, which helps with local SEO. The Auto-fill button finds them for you automatically — you just need the city name and state abbreviation.
If Auto-fill doesn't work for a specific city, here's how to find coordinates manually:
43.5787, -70.3323Any active deals, limited-time offers, or seasonal specials the client is currently running.
This is the most important field. Claude uses this to write posts that don't sound generic. Be as specific as possible.
Good things to include:
Think about what homeowners in this area are thinking about right now this month. The content calendar uses this to hook posts to timely, relevant concerns.
Examples by season: