INTAKE AND FINDINGS

Consult

What the owner said, filed so two salons can be compared. Every estimate is theirs. A number nobody gave stays unknown.

Intake callOwner2026-11-14fictional: not evidence

Notesintake-call-notes.md

# Marigold Hair Studio: intake call notes (fictional sample)

Spoke with the owner, who also works the front desk two days a week. Princeton, New Jersey.

The salon
- Adult cuts and colour. Three stylists: Dana, Priya and Lou. Lou does cuts only.
- Open Tuesday to Saturday, 10 to 6. Closed Sunday and Monday.
- A cut takes 45 minutes and costs $55. Colour takes 90 minutes and starts at $120.
- They take cash, debit and credit cards.
- Phone (609) 555-0142. Clients call that number, and it is on the Google listing.

What she described
- The phone rings during cuts and goes to voicemail. She calls people back between clients: about ten callbacks a week, five minutes each.
- Appointments live in a paper book at the front desk.
- No confirmations or reminders go out. A missed colour appointment is a 90-minute hole.
- Nobody can say who did a client's colour last time without flipping through the book.

What must not change
- Clients keep the same phone number.
- Stylists keep their own regulars.

What she would do with the time
- Finish a colour without stopping for the phone.

She is happy to look at a first version later this week.

THE SALONAdult cuts and colour, three stylists, open Tuesday to Saturday

storefront3 stylistsAmerica/New_York

4 pain points

WEEKLY BURDEN, THEIR ESTIMATE: 50 MIN A WEEK (1 OF 4 GIVEN)

Calls and texts arrive while staff are with clientsThe phone rings during cuts and goes to voicemail.Example: She calls people back between clients.

Times a week10Minutes each5Weekly burden50 min a week

Today's workaroundVoicemail, then callbacksMust not changeClients keep the same phone number

ANSWERED BYTexting agentVoice line

Appointments live in a paper bookAppointments live in a paper book at the front desk.

Times a weeknot saidMinutes eachnot saidWeekly burdennot said

Today's workaroundThe paper bookMust not changenot said

ANSWERED BYStaff dashboardnot in the blueprint: Record import

No confirmations or reminders go outNo confirmations or reminders go out.Example: A missed colour appointment leaves a 90-minute hole.

Times a weeknot saidMinutes eachnot saidWeekly burdennot said

Today's workaroundnot saidMust not changenot said

ANSWERED BYReminders

Client and stylist history is hard to look upNobody can say who did a client's colour last time.

Times a weeknot saidMinutes eachnot saidWeekly burdennot said

Today's workaroundFlipping back through the bookMust not changeStylists keep their own regulars

ANSWERED BYStaff agentStaff dashboard

WHAT THEY RUN ON TODAY

Paper appointment bookno APIwants to leave itappointments

Phone linepublic APIkeeps itbookings; the number clients know

Google Business Profilegated APIkeeps ithours and the phone number

FACTS FOR THE CONFIG

HoursTuesday to Saturday, 10 to 6; closed Sunday and Monday

ServicesCut, 45 minutes, $55. Colour, 90 minutes, from $120

StylistsDana, Priya and Lou; Lou does cuts only

PaymentCash, debit and credit cards

ClientsAdults who book for themselves

Phone(609) 555-0142, also on the Google listing

What they would do with the time backFinish a colour without stopping for the phoneOpen to a follow-upYes