Implementation
What getting started actually looks like.
Not a self-serve wizard you have to figure out alone — a short, direct process from first conversation to running system.
The four steps, at a glance
Business Info
Tell us how you sell
System Setup
Pipeline + agent built
Tools Connected
Email, phone, calendar
Go Live
Running in days
Tell us about your business
How you currently handle leads, what tools you're already using, and where things tend to slip — a spreadsheet, a shared inbox, a CRM that doesn't fit anymore. No technical setup required on your end for this part; a conversation is enough for us to start building.
We configure your systems
Contacts imported, pipeline stages built around how you actually sell, and a follow-up sequence configured — not a generic default template, one matched to your business. If you want an AI agent answering chat, SMS, or calls, its persona and escalation rules get written around your actual services during this step too.
Connect what you already use
Your sending email, a phone number for SMS and calls, and your calendar. Existing contacts come with you — nothing gets re-entered by hand, and nothing sits half-migrated while you keep working off two systems at once.
Go live
Most teams are running within days, not months. You keep working the way you already do; the system is just underneath it now, catching what used to slip — and every conversation, quote, and booking from day one is already in the record.
What's on us
Things you don't have to do yourself
Design the pipeline
Stages get built around how your team already sells, not filled in from a generic template you have to adapt to.
Write the automations
Speed-to-lead sequences, escalation rules, and the AI agent's persona are configured during setup, not left as a blank builder for you to figure out.
Clean up the data
Existing contacts get matched and de-duplicated during import — you hand over what you have, not a spreadsheet you've already spent a weekend tidying.
Already using something else?
Existing contacts and data come with you — implementation includes bringing your current system over, not asking you to start from a blank slate. Whatever you're moving off, the pipeline, contacts, and follow-up rules are rebuilt around your business before you ever log in for the first time.
Onboarding FAQ
Questions about getting set up
Most teams are running within days of the first conversation, not weeks. Timeline depends mainly on how quickly you can hand over existing contacts and confirm your pipeline stages.
Whatever you've got — a spreadsheet export, a CSV from another CRM, or a live login to your current system. Matching and cleaning the data during import is part of the process, not something you do yourself first.
The pipeline and workflows are set up to match how your team already sells, so the learning curve is mostly "where do I find things," not "how does this work" — walkthroughs are part of getting set up.
Pipeline stages are configured around your actual sales process during setup, not left as a generic default you have to adapt to.
Give your mission the systems to scale.
Pick a plan and get set up yourself, or tell us about your business and we'll walk you through it — either way, contacts imported, pipeline configured, ready to run in days, not months.