How It Works -> Start To End

Step 1: Sign Up & Quick Call

After signing up, you’ll book a short intro call with us. In this call, we’ll:

  • Walk you through how your AI receptionist will work

  • Answer any questions you have about the setup or features

  • Confirm key details about your business (services, pricing ranges, service areas, etc.)

  • Schedule your Google Meet onboarding session

This quick chat sets the foundation so you know exactly what to expect and feel confident from day one.

Step 2: Build & AI Setup

We immediately start building and training your AI receptionist. Over the next few days, we’ll:

  • Set up your business phone number & texting system

  • Train the AI on your services, FAQs, and pricing guidelines

  • Connect your calendar so bookings go straight to your schedule

  • Configure lead follow-ups, review requests, and invoices

You’ll receive email + text updates at every stage, so you always know what’s happening behind the scenes.

Step 3: Live Google Meet — Finalize & Test

Once your system is nearly ready, we’ll meet online via Google Meet (phone, laptop, or computer — whatever’s easiest). In this session, we’ll:

  • Demo your AI answering calls and texts in real time

  • Review how it’s been trained and make any adjustments you’d like

  • Walk you through your dashboard & mobile app

  • Finalize your phone number registration and test your new AI receptionist

By the end of this session, your AI is polished, connected, and ready to take over calls.

Step 4: Go Live & Automate

After the final review, your AI receptionist officially goes live. From here, it:

  • Answers and books new callers instantly

  • Texts and follows up with price shoppers automatically

  • Sends Google review requests with follow-ups

  • Lets you send professional invoices in seconds

You’ll get real-time notifications for every call and text — no guesswork, no missed opportunities.

Step 5: Scale & Optimize

With your AI running, you can focus on the jobs that matter. Over time, we’ll:

  • Monitor call performance and improve conversation flows

  • Add new FAQs or adjust pricing info as your business changes

  • Keep your system up to date with the newest AI improvements

Your receptionist keeps getting smarter while you get more time and more booked jobs.

Ready to Start Your Journey?

That’s it — five simple steps from sign-up to fully operational AI receptionist.
No long contracts. No complex tech. Just a clear path to saving time, closing more jobs, and growing your business.