Just the basics for now. You can add online presence and notes later.
Internal — picks the right tone, photos, and template.
Optional. Overrides the dropdown for what shows on the customer-facing site.
All optional. Paste anywhere the prospect has a presence online — websites, directories, social pages.
Trade directories (Checkatrade, Trustpilot, MyBuilder, Yell, Bark…), review sites, industry profiles, anything else. Label each one so you remember what it is.
Paste content you have rights to use. We don't scrape Instagram/Facebook directly — paste bio text, recent post captions, anything useful.
Only visible in admin.