Sarah OS · Client intake

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Sarah OS · Get started Tell us about your business
/ 01 / Let's get started

Welcome — let's set up your account.

This takes about 10 minutes. Have your logo and a few photos handy.

I authorize Sarah OS to create, manage, and update business listings and marketing accounts on my company's behalf. Required to continue.
/ 02 / Business identity

The name on every listing.

The public name entered here becomes canonical — byte for byte.

/ 03 / NAP and hours

Locked formatting.

Every citation copies exactly what's entered here. Consistency is the product.

Service-area business — hide street address on listingsi

Sarah watches this inbox for listing verification codes. Best choice: a mailbox on your own website domain — directories trust it more, and it stays yours forever.

Hours

/ 04 / Services

What do you sell?

List your services. Mark your biggest money-makers as primary.

PRICEiPRIMARYiPAINiANGLEi
/ 05 / Service areas

Where do you work?

List the cities you serve, most important first. We build your keywords and marketing around them.

Your ideal customers

/ 06 / Ideal customer

Who calls you?

Help us picture your best customer — it shapes who we target and how we talk to them.

/ 07 / One important list

Who should we never contact?

If we're running outreach on your behalf, your existing customers should never get a cold email from you by mistake.

Any column with emails works. If your list only has names (no emails), we'll flag those separately below — a name alone can't reliably stop a send.

/ 08 / Keywords and buyer questions

What do your customers type — and ask?

What your customers type into Google becomes your keywords. What they ask out loud, we test against AI assistants. Use their real words.

Builds the priority prompts Sarah runs across AI Overviews, ChatGPT, Gemini, and Perplexity for the citation-share audit.

/ 09 / Logo and photos

The face on every listing.

Directories require a logo, and listings with photos get far more attention. Add yours now so everything launches complete.

Logo

PNG or JPG, at least 720px. Most directories require a square (1:1) version — if this one isn't square, Sarah flags it before build.

Photos

Photos of your storefront, your team, and your work. Tag each one — different sites display them differently. 3 or more is best.

/ 10 / Competitors and presence

Who else is in the room?

Tell us who you're up against. We check where they're listed and whether AI assistants recommend them instead of you.

/ 11 / Goals and economics

What does winning look like?

Average job value turns dashboard actions into pipeline dollars.

/ 12 / Review and submit

Let's double-check everything.

Especially your business name, address, and phone — that becomes the version we use everywhere.

Your business info will appear here.

Submitting sends your information securely to Sarah OS. The download is just a personal copy for your own records.