New client? Here's what happens in your first seven days
Everything we need from you fits in one short call and one email. This page is the checklist.
Day 1 — the walkthrough
Hours, services, service area, typical pricing ranges, how you want emergencies handled, and where your calendar lives.
Day 2 — access
We send a secure form for the logins we need: phone system or carrier, Google Business Profile, website, calendar. You never email passwords.
Days 3–5 — build and test
Your assistant is trained, your number is connected, texts and reminders are written for approval. We call it ourselves and fix what's off.
Day 6 — your review
You listen to a test call, read the messages, and approve or change anything.
Day 7 — live
The system goes live. You get your app login and a five-minute video on where everything is.
Week 2 onward
We review transcripts and tune; you get a monthly report; you can text us any time.
What to have ready
- Your business hours and holidays
- A list of services with rough price ranges
- The towns or counties you cover
- Who should be notified of new leads and how
- Your calendar or dispatch tool login
Questions during setup
Text Frank at (518) 588-4012 or reply to any setup email. Same-day answers during the week.