Onboarding

From signed
to live in a week.

We do 90% of the work. You spend about 45 minutes total. Your AI concierge answers real customer calls by Friday.

I.
Day 1

Discovery call

A 20-minute call where we map out exactly how your phone currently works — hours, services, pricing, and the calls you actually want booked.

  • Your services, pricing, and scheduling rules
  • Which calls should book automatically vs. route to you
  • Your current calendar and CRM setup, if any
  • What 'urgent' means for your business
II.
Days 2–4

We configure the agent

This is entirely on us. We write the call scripts, connect your calendar, and set up the follow-up sequences based on what you told us.

  • Voice agent trained on your specific services and FAQs
  • Calendar integration (Google Calendar, Calendly, or your existing tool)
  • Text follow-up sequences written and connected
  • Call routing rules set for urgent vs. routine calls
III.
Day 5

You test it live

We send you the number. You call it, try to break it, ask it weird questions — and we adjust anything that doesn't sound right before a real customer ever hears it.

  • You test real call scenarios from your own phone
  • We adjust scripts, tone, or routing based on your feedback
  • A second test round if anything needs changing
  • Sign-off from you before going live — no surprises
IV.
Days 6–7

Go live

We forward your existing number (or set up a new one) and the agent starts taking real calls. You get a weekly summary so you always know what it's handling.

  • Your existing number forwarded — no number change required
  • Real calls start being answered and booked automatically
  • Weekly summary report sent to you every Monday
  • Direct line to us for any adjustments after launch

Ready to be live in a week?

Book a discovery call. If we're a fit, you can be answering calls with AI by Friday.