The first month sets the pace for everything that follows. This guide shows what happens each week, what we handle, and the few things we need from you so nothing stalls.
Week 1: Kickoff and Setup
Most accounts reach their first deliverables within 5 to 7 business days of signing, depending on how quickly the intake form and kickoff call get done.
What we do
- Review your intake form and confirm scope on the kickoff call
- Set up your account, connect your integrations, and configure your communication channels
- Start your first deliverables
What we need from you
Complete the intake form
Complete the intake form with your business details, goals, and brand assets
Join the kickoff call
Join the 60-minute kickoff call
Week 2: Foundations Go Live
What we do
- Connect your phone number, email sending domain, and SMS registration
- Build your pipeline and import your existing contacts
- Turn on your first automations, such as new lead follow-up and missed call text back
What we need from you
Review and approve your first deliverables
Review and approve your first deliverables
Confirm your business details
Confirm your business hours, services, and service areas
Week 3: Lead Capture and Reputation
What we do
- Connect your website forms and booking calendar so new leads land in your pipeline
- Link your Google Business Profile and set up review requests
- Test every path a new lead can take, from form to follow-up to booked appointment
What we need from you
Submit a test lead
Submit a test lead yourself so you see what your customers see
Tell us who gets lead notifications
Tell us which team members should receive lead notifications
Send over happy customers
Send over a few recent happy customers for your first review requests
Week 4: Review and Plan
What we do
- Walk you through your dashboard and first results
- Flag anything that needs adjusting
- Set priorities for the next phase of your partnership
What we need from you
Attend your review call
Attend your review call
Tell us what is working
Tell us what is working and what feels off
What Happens After Day 30
Partnerships run in 3-month quarterly terms. Each quarter ends with a strategy review where we look at results against your goals and plan the next 90 days.
Pro-Tip: The fastest way to speed up your launch is to return your intake form and brand assets within the first two days. Everything else builds on them.
Where to Go Next
- Setup Email, Phone, and SMS
- Connect Your Website Form
- Set Up Missed Call Text Back