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STEP 5 OF 5
Client onboarding flow

From signed contract to first sale.

Seven to 14 days to set up — you go live by day 14, and that's when your guarantee clock starts. First results land 30 days after go-live, biweekly check-ins the whole way, and the 3-month commit wraps with your 90-day number delivered. If we're short, you get the Revenue Engine free for up to two more months while we hit it.

Day 1–2
Sign up, intake + access
Payment processed, 20-min intake, logins collected. A2P 10DLC filed and your number ported in parallel.
Day 3–7
We build + get approvals
Lead routing (every source parsed into your CRM), AI BDC agent, Command Center, Marketplace poster — built and submitted for your sign-off. Data onboarding: your CRM + DMS export cleaned, deduped and enriched, and your baseline set in writing.
Day 7–14
Testing + training
End-to-end testing on real leads, then 10 min per rep to put the app on their phones.
By Day 14
You go live
Live in 7–14 days. All lead sources active and your package's guarantee clock starts here.
Every 2 wks
Biweekly check-ins
A standing check-in every two weeks — your numbers, what we're tuning, what's next.
Day 45
First results · 30 days live
Your first full month live — measured against the baseline we set together at go-live. Market Leader and up: first matchback read, households reached vs. your sold file.
Day 104
3-month commit ends · 90 days live
Your package's 90-day guarantee delivered: 15, 30, 60 or 150 added sales. If we're short, you get the Revenue Engine free for up to two more months while we hit it.

No portals to learn. No long contracts. We do the install, and it all runs inside the CRM your team already uses. Your team just shows up and closes more deals.

Let's get you live

Book your onboarding call & start your intake.

Grab a time for your onboarding call, then fill out the intake form so we can start building your system before we even meet.

1

Schedule your onboarding call

A 60-minute call to map your 90-day implementation plan.

2

Start your intake form

Tell us about your store, stack, and goals so we can build before we meet.

Open the intake form