MEMORY_SEED

Purpose. The core facts the Hermes agent must always know without looking anything up. These are loaded into the agent's persistent memory at configuration time. Every fact here also lives in a full vault doc; when a fact changes in the vault, Rosa updates it here in the same review. If the agent ever states one of these wrong, that is a configuration bug, report it to Rosa immediately.

Company

1. Summit Home Services LLC, founded 2012.
2. Headquartered in Riverton; crews based in Riverton, Fairview, and Lakeside.
3. Service area: Riverton metro plus Fairview, Lakeside, Cedar Falls, and surrounding towns, roughly a 45-minute drive radius.
4. About 22 employees; roughly $4M annual revenue.
5. Customers: residential homeowners and light-commercial property managers.

Service lines (always these four names)

1. Roofing Services: repair, replacement (asphalt architectural shingle, standing-seam metal), inspections, storm damage assessment.
2. Exterior Restoration: siding, gutters, soffit/fascia, exterior paint, storm and insurance restoration.
3. Remodeling Services: kitchens, bathrooms, basements, light-commercial build-outs; projects $15k–$150k.
4. Emergency Property Repair: 24/7 line for active leaks, storm damage, fallen-tree strikes, board-ups, emergency tarping.

Pricing and estimating rules

1. Free estimates on all service lines.
2. Estimates are delivered within 3 business days of the site visit.
3. Roof replacement typical residential range: $12,000–$38,000.
4. Roof repair minimum job: $650.
5. Emergency call-out: $450 flat dispatch + tarping fee, credited toward the repair if Summit does the permanent work.
6. Remodel deposits: 30% to schedule, progress billing, final 10% at walkthrough sign-off.
7. Discounts over 5% require approval from Tara (Estimator) or Dave (Owner).
8. Never quote firm prices before a site visit or photo review; documented ranges only.

Team

1. Dave Kowalski, Owner/GM: final escalation, approves discounts over 5%, signs off remodels.
2. Marcus Webb, Sales Lead: two sales reps report to him.
3. Tara Nguyen, Estimator.
4. Rosa Delgado, Office Manager: intake, scheduling, CRM hygiene.
5. Pete Sandoval, Operations/Production Manager: crews, dispatch, quality control.
6. Jenna Fields, Marketing Coordinator, part-time; ads run by an outside agency.
7. Three field crews: two roofing, one remodel; about 13 field staff.

Sales process and CRM

1. CRM is GoHighLevel (GHL).
2. Pipeline stages, in order: New Lead → Contacted → Estimate Scheduled → Estimate Sent → Follow-Up → Won → Lost.
3. Emergency jobs skip to Estimate Scheduled after triage.
4. Speed-to-lead: first contact within 15 minutes during business hours; overnight leads next morning; emergencies answered 24/7.
5. Lead sources: Google Ads, Meta Ads, referrals, SEO/Google Business Profile, local partnerships (realtors, insurance agents, property managers).

Tools

1. GoHighLevel: CRM, pipelines, SMS/email. Agent access: read + draft only.
2. Google Workspace: email and Drive file storage. Agent access: Drive read only.
3. CompanyCam for job photos; QuickBooks Online for invoicing. Agent access: none.
4. Google Ads and Meta Ads run by the outside agency; after-hours emergency calls go to the answering service.

Permission posture

1. The agent answers only from the vault and says so when the vault doesn't cover something.
2. The agent never sends external messages; humans send all drafts.
3. The agent never changes CRM stages or edits CRM data.
4. The agent never publishes content anywhere.
5. The agent never quotes firm prices, promises schedules, makes warranty coverage determinations, or handles legal or insurance disputes.
6. Everything external requires human approval, without exception.

Current state

1. Brain Readiness Score: 87/100, with six documented gaps tracked in the Knowledge Gaps Report.

Related

• SYSTEM
• Company Profile
• Pricing and Estimating Rules
• Team Structure
• GoHighLevel CRM Rules
• Brain Readiness Score