← Your systems talk before you do
Before you say a word, any careful visitor — customer or buyer — has read these seven surfaces. Spend one hour reading them the way a stranger would, and write down what they actually say.
| Where a stranger looks first | What they learn there | What yours says today |
|---|---|---|
| The phone answer | How many rings, who answers, what they say, what happens after hours | |
| The search result | Your site, your reviews and your reply to the bad one, the photos strangers chose | |
| The public record | Licence status, permits, filings — all one lookup away | |
| The quote clock | Hours from enquiry to a written quote, and what the quote looks like | |
| The premises and the trucks | What the yard, the counter, and the vehicles say before anyone speaks | |
| The paper trail | Estimate to invoice to receipt: do the numbers and the names match | |
| What your people say | Job postings, review-site employer pages, and how long openings sit |
This sheet produces no number and no valuation — deliberately. Education, not advice: your accountant, attorney, and family make every real decision with you. Heritage Platform Group is a principal and advisor, not a broker. © 2026 Heritage Platform Group, Inc.