We handle the entire setup. You give us access, we build and configure everything, and you go live within the first week. Here's exactly how it goes.
01
Discovery call — 30 minutes
We walk through your current setup together. Phone system, CRM, email provider, sales workflow, and what's breaking down. This shapes everything we build for you specifically — not a generic template.
Phone system auditCRM reviewSales workflow mapNiche-specific config
02
We build your system — days 1–5
You pay the setup fee and grant us access. We configure the AI receptionist on your main company number, connect your email inbox, integrate with your CRM, and train the AI on your specific business context, tone, and sales process.
AI receptionist configuredCRM connectedGmail / Outlook linkedSlack + WhatsApp set upCall recording enabled
03
Live demo — day 6
We run a complete test with your actual phone number before anything goes live. You call the AI receptionist yourself. You see the PDF summary generated. You see the meeting booked. You see the CRM record created. Nothing flips live until you're satisfied.
Live call testPDF summary reviewCRM record checkYour approval required
04
Go live — day 7
You flip the switch. Every inbound call gets answered and qualified. Meetings are booked automatically. A PDF summary is sent after every call. The recording is archived. Your CRM updates in real time. Slack and WhatsApp are notified. Your team focuses on closing — AI handles everything else.
100% call coverageAuto PDF summariesCRM auto-updatingRecordings archivedTeam unblocked
The After-Call Experience
What happens after every call.
The moment a call ends, your team receives everything they need to close the deal — without lifting a finger.
✓ PDF summary: name, intent, budget, key notes
✓ Call recording archived and linked to CRM record
✓ Meeting auto-booked in Google Calendar
✓ Slack notification with lead summary sent to rep
✓ WhatsApp follow-up sent to the lead
✓ CRM updated: lead stage, notes, next action
What you provide
We need access. You keep control.
Everything we connect is read/write access that you can revoke at any time. We never store your credentials beyond what's needed to run the automation.
✓ OpenPhone or your existing phone system
✓ Gmail / Google Workspace or Outlook access
✓ CRM credentials (Salesforce, HubSpot, etc.)
✓ Calendly or Cal.com link for meeting booking
✓ Slack workspace (for rep notifications)
✓ WhatsApp Business API (we help set this up)
7 days from now, your AI is live.
Setup fee: $999 · Monthly from $199 · 3-month minimum