Inventory every version of the offer. Compare the page, checkout, estimate form, dispatcher script, technician tablet, email, coupon, paid landing page, and written agreement. Record the approved source and review date for every price, visit, discount, fee waiver, priority, warranty, or “free” claim.
Build a benefit matrix. For each included item, document frequency, property or equipment limit, prerequisites, exclusions, customer preparation, staff owner, and completion evidence. If the detail cannot fit on the sales page, summarize the material boundary and link the full current terms before enrollment.
Separate maintenance from repair. Explain what the planned visit checks and what happens if it finds corrosion, leakage, unsafe pressure, a failing water heater, a blockage, or another repair need. Inspection and plan enrollment are not authorization for additional work.
Test billing and consent. Verify price, frequency, renewal date, introductory period, taxes or fees, and the exact action that creates enrollment. Avoid preselected recurring billing, preserve consent evidence where required, and provide a confirmation containing the actual plan selected.
Test use and cancellation paths. Ask staff to book an included visit, apply a discount, handle an after-hours call, change an address, transfer a plan, and cancel. Website instructions must match what the office can execute without sending the customer through unrelated forms.
Close the measurement loop. Track page-to-enrollment and form failures without capturing sensitive message or payment data. Separately reconcile sold plans, scheduled benefits, completed visits, cancellations, refunds, and expired plans so stale members do not receive misleading reminders.