Get Up to Speed Fast! We Set Things Up for You.White-Glove Onboarding
Our team sets up your Voice AI, Messaging AI, automations, integrations, and tracking inside your account. You start using your system from day one while we work in the background for the first 30 to 60 days.
Included at no additional cost for every AI Sales System and Managed AI partner.
What We Set Up For You
White-glove gets you up and running fast. We connect multiple tools so the whole system communicates and runs as one.
Voice AI Agent
One Voice AI agent fully built, trained on your services and pricing, and connected to your phone system so it can answer calls from day one.
Messaging AI Agent
One Messaging AI agent configured across SMS, webchat, and supported social channels so leads get an instant reply in your brand voice.
Pre-Built Automations
Lead Capture, Lead Nurture, Estimate, and Database Reactivation workflows installed and live, so leads get worked the moment they come in.
A2P 10DLC Registration
We submit and manage your 10DLC carrier registration so your business can send compliant SMS at scale without deliverability issues.
Call Source Tracking
Tracking numbers and source attribution wired into your CRM so every call is tied back to the marketing channel that produced it.
General Pest & Inspection Pathways
Two core service pathways configured out of the gate. Additional pathways (termite, mosquito, wildlife, commercial, etc.) are scoped separately.
Integrations With Your Tools
Standard integrations with the platforms you already use (FieldRoutes, PestPac, Stripe, your CRM, and more). Specialized or custom integrations are scoped as development projects.
A Few Extras Along The Way
Calendar setup, pipeline configuration, brand voice tuning, team logins, reporting dashboards, and the small details that make the system feel like yours.
How Onboarding Rolls Out
Once you've booked a Discovery Call and signed on as a partner, white-glove onboarding kicks off across three focused calls. Here's what to expect.
Onboarding Basics Call
We work together to get your foundational connections and core functions in place. Exact scope is tailored to your stack, tools, and what your business needs first.
Launch Call
Once your build is ready, we turn the system on with you and make sure everything is flowing the way it should before you go live.
Team Training Call
A guided walkthrough for your team, recorded so anyone can rewatch it later as you bring on new people or revisit a workflow.
Advanced Training Portal Access
Every user on your team gets ongoing access to our advanced training portal. New hires, refresher videos, and deep-dive tutorials are always available.
Office Hours + Training Portal, Always On
Once the three onboarding calls are done, you're welcome to join our Office Hours as often as you'd like, for as long as you'd like. Every team member also keeps access to the advanced training portal, so new hires and refresher training never require another onboarding fee.
Learn about Office HoursWhite-Glove Is The Start, Not The End
System setup never really ends. We make changes to our own systems every week, and you will too. Once we "launch," you're in control, and you'll lean on our support channels to keep customizing your AI Sales System as your business evolves.
What's Outside White-Glove Scope
Going Beyond White-Glove
When you need something outside the standard scope or more complex than a quick adjustment, you have two options.
Custom Development Projects
One-off engagements for everything outside standard onboarding: specialized integrations, additional service pathways, custom AI agents, internal tools, websites, and bespoke automations built specifically for your business.
- Scoped, quoted, and delivered as a defined project
- Best when you have a specific build in mind
- Pay once, own the result
Managed AI Plan
A monthly partnership where our team plans, builds, and delivers one focused project per month inside your business. Includes a private support channel and monthly strategy sessions so progress compounds.
- One focused project every month, built by our team
- Best when you want continuous improvement
- True partnership, not a one-time engagement
Common Questions About Onboarding
What partners ask before kicking off their white-glove setup.
Ready To Get Set Up?
Book a discovery call and we'll walk you through exactly what your white-glove onboarding will look like, what we'll build, and when you'll be live.