Onboarding Process

From Signup to Fully Automated in 14 Days

We don't hand you a template and wish you luck. Our team builds, installs, and trains every automation for you — hands-on, start to finish, in under two weeks.

Day 1 Intake Call Days 2–4 Tech Setup Days 5–10 Build Sprint Days 11–14 Launch
The Process

Your 14-Day Launch Plan

Every step is designed to minimize your time investment while maximizing what we deliver.

01
Day 1

Intake Call & Strategy Session

We kick off with a deep-dive intake call. This is where we learn everything about your business — your goals, current tools, biggest pain points, and the revenue opportunities you want to unlock first.

  • 60-minute strategy session with your dedicated onboarding specialist
  • Full audit of your existing tech stack and workflows
  • Prioritized list of the top 5 automations to build
  • Shared project board with timeline and deliverables
02
Days 2–4

Tech Stack Setup & Integration

Our tech team handles all the setup — CRM configuration, sub-account creation, domain connections, and third-party integrations. You don't need to touch a single setting.

  • CRM and pipeline configured to your sales process
  • Phone system, SMS, and email channels connected
  • Google My Business and review platforms integrated
  • Website forms and lead sources hooked in
  • Calendar and appointment scheduling tools linked
03
Days 5–10

Automation Build Sprint

This is the heart of our process. Our automation engineers build every workflow — sequences, triggers, AI responses, pipelines — and test them end-to-end before handing over.

  • Lead follow-up sequences (SMS, email, voicemail drops)
  • Missed call text-back automation activated
  • AI appointment booking and confirmation flows
  • CRM stage-based automation triggers configured
  • Review request campaigns built and tested
  • Custom nurture sequences written and loaded
04
Days 11–14

Launch, Training & Handover

We flip the switch, run a live launch session, and train you and your team on everything. Then we monitor the first 48 hours closely to ensure smooth operation.

  • Full system go-live with real lead testing
  • Live training session for you and your team (recorded)
  • 48-hour post-launch monitoring by our team
  • Custom SOP documentation delivered
  • 30-day check-in call scheduled
Everything Included

What You Get at the End of Day 14

A fully automated business back-office — built, installed, and running before you finish your second cup of coffee.

AI Lead Follow-Up

Instant SMS and email responses to every new lead, 24/7, with intelligent follow-up sequences.

📞

Missed Call Text Back

Every missed call triggers an automatic text within 60 seconds — so you never lose a lead again.

📅

Appointment Booking

AI books, confirms, and reminds appointments automatically without requiring any staff input.

🏆

Reputation Automation

Review request campaigns that run on autopilot after every completed job or appointment.

📊

CRM Pipeline

Full visual pipeline with automated stage progressions, tasks, and owner notifications.

📧

Email Nurture Sequences

Long-form nurture campaigns that keep prospects warm until they're ready to buy.

📱

SMS Campaigns

Targeted SMS blasts and drip sequences for reactivation, promotions, and upsells.

📈

Reporting Dashboard

Real-time visibility into leads, bookings, revenue, and automation performance in one place.

🎓

Training & SOPs

Recorded training library and written SOPs so your whole team knows exactly what to do.

Client Stories

14 Days Changed Everything

Real clients, real results — from day one of onboarding to full automation.

★★★★★

"The onboarding was shockingly smooth. I basically showed up to two calls and they did everything else. By day 14 we had leads being followed up automatically around the clock. Revenue went up 40% in month one."

SK
Sarah K.
CEO, PureGlow Med Spa · Austin, TX
★★★★★

"I was worried onboarding would be a nightmare. It was the opposite. The team was incredibly organized and built exactly what they promised. We launched on day 13 — one day early."

MT
Marcus T.
Owner, Summit HVAC Services · Phoenix, AZ
★★★★★

"The 14-day promise sounded too good to be true. It wasn't. My entire lead follow-up, booking, and review system was live and running by day 14. I wish I'd done this two years ago."

AL
Alexis L.
Principal, Landmark Real Estate · Miami, FL
Start Today

Ready to Be Fully Automated in 14 Days?

Book your free strategy call and we'll start building your onboarding plan this week.