1
Day 1
Kickoff
We align on your services, service area, team roles, and goals.
- Scope + success metrics
- Who answers leads (and when)
- Urgent vs estimate rules
2
Days 1–2
Onboarding intake
You fill one intake. We use it to build fast and accurately.
- Hours, service area, services
- Lead sources (calls, web, ads)
- EN/FR messaging preference
3
Days 3–9
Build
We install pipelines, templates, and automations around your real workflow.
- Stages (lead → booked → won)
- Templates (SMS/email + internal alerts)
- Routing rules (right person, right time)
4
Days 10–12
QA (end-to-end testing)
We run test leads through the entire journey and fix edge cases.
- Forms, calls, texts, emails
- Notifications + task creation
- Final tuning for speed + clarity
5
Days 13–14
Launch + training
We go live, train your team, and hand over the playbook.
- Go-live checklist + permissions
- Team training (owner + staff)
- Handover notes + next steps
Book a Demo
You get a working system — not a template.
The outcome
Leads are answered fast, routed correctly, and tracked cleanly — with your team knowing exactly what to do.