Before you buy

What you'll need to do

This is the whole list, before you pay anything. Contractors are right to be wary of software that turns into homework, so here it is plainly.

Before you go live

01
Answer 14 questions
A typed conversation that builds your agent. You do it once. An industry research agent then tailors it to your trade.
02
Forward your main line to the number we buy for you
Carrier forwarding is the default. Your existing number stays on your van, your listing, and your signs; it forwards to us. You do this with your phone carrier, and we tell you exactly what to ask for.
The forwarding steps are walked through with you on the onboarding call.
03
Tell us which hours we can book into
Either give us specific windows that are yours to fill, so your agent confirms appointments on the spot, or tell us anything might land in your diary, so it takes the caller's preferred time and says someone will confirm. Both work; the first is better for the caller.
04
Sign one text-messaging form Growth only
US carriers require every business that sends texts to be registered. It's a short form: legal business name, EIN, address, and what the texts are for. Carrier review then takes about a week.
05
Approve your text messages Growth only
14 pieces, about ten minutes, read once before anything sends. Core clients approve nothing.
06
Take one test call with us
Then we switch you live.