# Ventra — client content workbook

Private evaluation. Keep personal records, passwords and access codes out of this file.

## Business facts
- Actual business name, descriptor and coverage:
- Public contact method and verified destination:
- Actual hours, appointment confirmation and cancellation terms:

## Three service scopes
### Heat pump conversation
- Actual name and purpose:
- Included work:
- Exclusions and condition limits:
- Price or estimate basis:
- Duration and preparation:

### System replacement review
- Actual name and purpose:
- Included work:
- Exclusions and condition limits:
- Price or estimate basis:
- Duration and preparation:

### Installation planning
- Actual name and purpose:
- Included work:
- Exclusions and condition limits:
- Price or estimate basis:
- Duration and preparation:

## Design-specific review
Considered equipment replacement projects. Review these practical questions with the owner:
- Explain whether you are replacing equipment, renovating or exploring options. Share existing plans only through the business’s agreed contact channel.
- The business will explain which areas need to be accessible and who should attend. Suitability cannot be decided from this website alone.
- Confirm equipment, controls, related work, removal, timings and exclusions. Ask the business to explain any product-specific performance or warranty information in its proposal.

## Images and content
- Authorized image source and permission:
- Accurate alternative text and caption:
- Remaining fixed HTML copy and page metadata reviewed:

## Acceptance
- Saved settings reopened and installed in the working website folder:
- All three pages, all three service links, mobile, enlarged text and keyboard checked:
- Inquiry delivery tested only when authorized:
- Editable handoff draft saved and reopened:
- Remaining issues and applicable commercial-use approval:

## Third page content
Your project, step by step
- Location and initial conversation: Confirm that the business serves your area and undertakes the type of project you are considering. Describe the existing system and your plans without attempting to assess technical suitability yourself.
- A proposal for this property: The business determines what assessment is needed before proposing equipment. Review the specified work, any related trades, permissions, product information and the total quoted price.
- Installation and handover: Agree the work stages, access, disruption and handover arrangements directly with the installer. Confirm what operating guidance, documents and ongoing service options will be provided for the actual equipment.