Which agents
The set that sector needs, installed together, rather than choosing from 24 on a blank account.
In what words
The chase wording and house voice that already work on that kind of customer.
On what schedule
Working hours and chase timing that suit the trade, not a generic default.
At what price
The rate card and package, checked against real cost before it can be saved.
Configuration travels. Data never does.
Capturing a Kit from a working business takes its wording, its agents, its hours and its rules, and not one contact, invoice, document or case. That is enforced by building the Kit from a fixed list of fields rather than by copying a record and deleting the awkward parts. A Kit taken from an accountant and applied to a cleaning firm that carried the accountant’s client list would be a data breach with a friendly name.
Applying never overwrites a person
If a business already has its own wording for a step, the Kit leaves it alone and says so. A default may fill a blank; only a person may change what a person wrote.
A starting point, never a lock
Everything a Kit sets is editable the moment it lands.