How onboarding works
Four steps from first call to live. Your team approves the plan and the script before anything talks to a lead.
Step 1
Connect
Connect your lead sources, calendar, CRM and phone number.
- Website forms, hosted form or chat, and ad lead forms
- Calendly, Cal.com, Google Calendar or Microsoft 365
- HubSpot or GoHighLevel for hand-off
- Text messaging registration (A2P 10DLC) for US numbers
Step 2
Research
The research autopilot reads your public website, reviews, competitors and search demand, and captures your baseline.
- Runs in the background and resumes on its own until it is complete
- A completeness score shows what is still missing
- A short questionnaire fills the gaps only you know
Step 3
Plan approved
AgentGrowth drafts the growth plan; your client admin approves it, along with the agent's script and the industry pack.
- Three budget scenarios with forecast ranges
- Targets measured against your baseline
- Industry pack reviewed by your counsel before go-live
Step 4
Live
Test conversations first, then the agent answers real leads and the Growth Brain starts its daily run.
- Test conversations before the first real lead
- A health check shows anything still blocking
- The first Brain run the next morning at 7:00 local time
Our onboarding checklist targets three business days to ready. Platform reviews such as A2P 10DLC registration and ad-platform API approval run on the platforms' own timelines and can take longer.