Setup & Onboarding

What happens after you sign up—your journey from payment to operational agents

Complete Guide: 7 Phases to Success

1.Kickoff Day 1-2

What Happens

Within 24 hours of payment, you’ll receive:

Welcome Email containing:

Your dedicated setup coordinator contact
Access to your client portal
Information gathering checklist
Setup timeline and milestones

Initial Setup Call (Growth & Autopilot bundles):

30-45 minute call with setup coordinator
Walk through your needs and goals
Clarify agent configurations
Identify integration requirements
Answer questions

What We Need From You

Business Information

Your Time Investment

Foundation

30-60 min

Mostly form filling

Growth

1-2 hours

includes setup call

Autopilot

2-3 hours

includes multiple touchpoints

Most of this is providing information, not technical work.

2.Access & Integration Setup Day 2-5

What We Do (You Don't See This Work)

For each agent, we’ll need access to relevant platforms. Here’s what we typically need:

Day 3-4: Core Configuration

Build agent workflow logic
Configure trigger monitoring
Set up action templates
Establish escalation rules
Create notification systems

Day 5-6: Integration Building

Connect agents to your platforms
Test API connections
Verify data flow
Build error handling
Set up logging

Day 6-7: Initial Testing

Run agents in test environment
Process example scenarios
Verify output quality
Check integration reliability
Document any issues

What We Need From You

Your Time Investment

Simple Setup

30 min

3-4 integrations

Modern Setup

45-60 min

5-7 integrations

Complex Setup

1-2 hrs

8+ integrations

Most clients complete this in 2-3 short sessions rather than all at once.

3.Agent Configuration Day 3-7

Platform Access

For each agent, we’ll need access to relevant platforms. Here’s what we typically need:

For Lead Generation Agents:

LinkedIn account (if using LG01 or LG02)
Email service provider (Gmail, Outlook, etc.)
CRM or spreadsheet for lead tracking
Instagram Business (if using LG02)

For Content Agents:

Social media accounts (LinkedIn, Twitter, Instagram, Facebook)
Content calendar or planning tool
Brand guidelines documents
Previous content examples

For Customer Success Agents:

WhatsApp Business API (if using CS01)
CRM or help desk system
Knowledge base or FAQ documents
Customer communication examples

How We Handle Access Securely

We’ll send you examples of what agents will do and ask for feedback:

For Content Agents: Example posts/content, tone and style confirmation
For Lead Agents: Example outreach messages, response to sample inquiries
For Support Agents: Example customer responses, escalation triggers
For All Agents: Notification preferences, final rule verification, output format approval

Your Time Investment

Bundle	Review Sessions	Time Per Session	Total Time
Foundation	2-3 sessions	15 minutes each	45 min total
Growth	3-4 sessions	15-20 minutes each	1 hour total
Autopilot	4-6 sessions	20-30 minutes each	2 hours total

These happen over several days, not all at once.

4.Testing & Validation Day 7-10

Our Testing Process

For each agent, we’ll need access to relevant platforms. Here’s what we typically need:

Functionality Tests

Each agent responds correctly to triggers, actions execute as intended, integrations work smoothly, notifications reach right people.

Quality Tests

Output matches your brand and style, content is accurate and appropriate, data is organized correctly, responses are helpful and clear.

Edge Case Tests

Unusual scenarios are handled properly, escalation works when needed, error handling prevents failures, boundaries are respected.

Performance Tests

Agents respond within acceptable timeframes, no bottlenecks or delays, resource usage is efficient, systems remain stable.

Your Testing Participation

We’ll run agents with your real data (in a safe test environment) and show you results.

What Good Testing Looks Like:

Your Time Investment

Foundation

30-45 min

Spread over 2-3 days

Modern Setup

45-60 min

Spread over 2-3 days

Autopilot

1-2 hrs

Spread over 2-3 days

5.Go-Live Day 10-14

Launch Day

First 24 Hours:

We actively monitor all agent activity
Quick response to any issues (same-day, all bundles)
Available via dedicated channel for questions
Proactive outreach if we notice anything

What You'll Experience:

Agents start handling real triggers
You receive actual notifications
Real data flows into your systems
Work happens without your involvement

Your Time Investment

Minimal—mostly just being available if we need quick clarification.
Usually 15-30 minutes over the first day.

6.First Week Monitoring Day 1-7 Post-Launch

Active Monitoring Period

What We Watch:

Daily Check-ins

Your Experience

What You'll Notice:

Agents handling tasks automatically
Notifications arriving as configured
Data being organized
Time being saved

Common First-Week Feedback:

- “Can we adjust the tone here?”
- “This agent triggered too often/not often enough”
- “Can we add a rule for this scenario?”
- “This is working perfectly”
All feedback leads to immediate refinement.

Your Time Investment

Bundle	Daily Time	Activity
Foundation	15-30 minutes	Checking in daily
Growth	30 minutes	Daily + optional calls
Autopilot	30-45 minutes	Daily including calls

7.First Month Optimization Day 8-30

Learning Period

The first month is about optimization—agents work from Day 1, but we fine-tune based on real usage.

What We Optimize:

Trigger sensitivity (too frequent or too rare)
Output quality (tone, style, format)
Escalation thresholds (when to alert you)
Integration efficiency (speed, reliability)
Notification preferences (what you want to see)

Week-by-Week Expectations

Week 2:

Settling into rhythm • Initial optimizations applied • Confidence building • Questions decreasing

Week 3:

Agents feel more reliable • You trust the system more • Optimizations more subtle • Normal operation beginning

Week 4:

Smooth operation • Rare adjustments needed • System feels integrated • First month review

End of Month Review

Included with all bundles:

Growth & Autopilot add:

Your Time Investment

Week 2

15-20 minutes

providing feedback

Week 3

10-15 minutes

checking in

Week 4

30 minutes

for end-of-month review

Total: ~1 hour spread over 3 weeks, plus the month-end review.

Total Time Investment Summary

Foundation Bundle

5-7 hrs

Setup Phase: 2-3 hours
First Month: 3-4 hours

Saves: 36-60 hrs/month

Growth Bundle

8-11 hrs

Setup Phase: 4-5 hours
First Month: 4-6 hours

Saves: 60-100 hrs/month

Autopliton Bundle

12-16 hrs

Setup Phase: 6-8 hours
First Month: 6-8 hours

Saves: 96-160 hrs/month

The Invesment pays back 1 week.

Common Questions - FAQ

Common Questions

How quickly can I start? ▼

Once you provide access and information, we're building immediately. Most clients go live within 7-14 days.

What if I can't provide something you need? ▼

We'll find alternatives or configure agents to work without it. We're flexible.

Can I change my mind about an agent during setup? ▼

Yes! Use your swap policy. We'd rather you swap during setup than be unhappy after.

What if something doesn't work right? ▼

We fix it immediately. That's why we test thoroughly before go-live.

Do I need technical knowledge? ▼

No. We handle all technical work. You provide business knowledge and preferences.

What happens after the first month? ▼

Normal operation. Your agents continue working with minimal daily attention from you.

Setup & Onboarding

1.Kickoff Day 1-2

What Happens

Welcome Email containing:

Initial Setup Call (Growth & Autopilot bundles):

What We Need From You

Business Information

Business Information

Your Time Investment

30-60 min

1-2 hours

2-3 hours

2.Access & Integration Setup Day 2-5

What We Do (You Don't See This Work)

Day 3-4: Core Configuration

Day 5-6: Integration Building

Day 6-7: Initial Testing

What We Need From You

Your Time Investment

30 min

45-60 min

1-2 hrs

3.Agent Configuration Day 3-7

Platform Access

For Lead Generation Agents:

For Content Agents:

For Customer Success Agents:

How We Handle Access Securely

Your Time Investment

4.Testing & Validation Day 7-10

Our Testing Process

Functionality Tests

Quality Tests

Edge Case Tests

Performance Tests

Your Testing Participation

What Good Testing Looks Like:

Your Time Investment

30-45 min

45-60 min

1-2 hrs

5.Go-Live Day 10-14

Launch Day

First 24 Hours:

What You'll Experience:

Your Time Investment

6.First Week Monitoring Day 1-7 Post-Launch

Active Monitoring Period

What We Watch:

Daily Check-ins

Your Experience

What You'll Notice:

Common First-Week Feedback:

Your Time Investment

7.First Month Optimization Day 8-30

Learning Period

What We Optimize:

Week-by-Week Expectations

Week 2:

Week 3:

Week 4:

End of Month Review

Included with all bundles:

Growth & Autopilot add:

Your Time Investment

15-20 minutes

10-15 minutes

30 minutes

Total Time Investment Summary

5-7 hrs

8-11 hrs

12-16 hrs

Common Questions

1 (800) 1234567

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