Simple Onboarding

Get your AI receptionist up and running in under 48 hours—with zero hassle and complete support every step of the way.

Step 1

Discovery Call or Demo

We start by understanding your business inside and out. During this call, we'll discuss:

  • Your services and what makes your business unique
  • Your service areas and target customers
  • Your pricing structure and minimum job requirements
  • Common questions your customers ask
Step 2

Setup & Training

Our team configures your AI receptionist with all the intelligence it needs:

  • Connect your calendar for seamless appointment booking
  • Upload FAQs and service information
  • Define qualification rules: locations, service types, minimum job size
  • Set up your business hours and call routing preferences
Step 3

Voice & Brand Alignment

Your AI receptionist gets tuned to sound like your brand:

  • Match your brand tone—friendly, professional, casual, or formal
  • Customize greetings and conversation style
  • Ensure the AI personality reflects your company values
Step 4

Testing & Refinement

Before going live, we ensure everything works flawlessly:

  • Run test calls to simulate real customer interactions
  • Refine answers and conversation flows based on your feedback
  • Test appointment scheduling and calendar integration
  • Verify lead qualification logic is working correctly
Step 5

Go Live

Launch day! Your 24/7 AI receptionist starts capturing opportunities:

  • Your AI receptionist begins answering real calls immediately
  • 24/7 coverage starts—no more missed opportunities
  • Automatic appointment scheduling goes into effect
  • Lead qualification begins filtering for your best prospects
Step 6

Review & Optimize

We continuously improve performance based on real results:

  • Share detailed call logs showing what you would have missed
  • Track booked estimates and ROI metrics
  • Tweak scripts and responses to improve conversion rates
  • Ongoing support and optimization to maximize your results

What We Need From You

To get started, we'll need a few simple inputs to customize your AI receptionist perfectly:

Basic Business Info

Company name, business type, and a brief description of what you do.

Service List

All services you offer and any seasonal or specialty offerings.

Pricing Guidelines

General pricing ranges and minimum job requirements for lead qualification.

Service Areas

Geographic areas you serve so we can qualify leads by location.

Calendar Access

Connect your calendar so we can schedule appointments automatically.

Brand Tone

Your preferred communication style and any specific phrases you use.

48-Hour Setup

Most setups are completed in under 48 hours once you provide the necessary information. That means you could be capturing more leads and booking more estimates by this weekend.

Thanks to our detailed call logs and booked estimates tracking, you'll be able to see ROI from day one.

Book Your Onboarding Call