Onboarding

What happens after you say yes.

No mystery process. Six steps from signed proposal to a running system, most of it done by us, about an hour of it done by you.

The delivery timeline

01

Intake

Day 1

A short call and a checklist. We collect business details, services, service area, the phone number that matters, and access to the accounts we need. About an hour of your time, total.

02

Audit

Days 1 to 2

We walk your website, contact paths, Google profile, reviews, and what happens after someone reaches out. You get the findings in writing, whether or not you continue.

03

Build

Days 2 to 5

We build or fix the website, set up lead capture, missed-call recovery, follow-up workflows, review requests, and your Command Center. You approve every customer-facing message before it can send.

04

Testing

Days 5 to 6

We test every form, alert, text-back, and workflow with real phones before anything goes live. Nothing launches on faith.

05

Launch

Day 7

The system goes live and you get a 30-minute walkthrough: where leads show up, what runs on its own, and what gets flagged for you.

06

Optimize

Every month after

We watch the numbers, fix what slips, improve what works, and report it all in the Answered Monday Brief. Once a month we review the numbers with you.

Seven days is the standard build. Larger scopes, like a full website rebuild or multi-location setup, get their own timeline in the proposal before any work starts.

Client readiness

What we need from you.

The build moves fast when these are ready on day one. Nothing here requires technical skill. If you do not know where a login lives, we will help you find it.

The readiness checklist

About an hour for intake questions and message approvals

Access to your website hosting or domain registrar

Access to your Google Business Profile

The phone number that should receive lead alerts

Who on your team should get alerts, and who approves messages

A list of the services and jobs you actually want more of

Support boundaries

What the monthly fee covers.

Clear boundaries keep the relationship honest. If you need something outside scope, we will say so up front and quote it separately instead of letting it blur into the retainer.

Included every month

Monitoring every workflow in your system

Fixes when something breaks or misfires

Message and workflow adjustments as your business changes

The Answered Monday Brief, every week

A monthly review of the numbers with you

A direct line to the Answered team for anything about your system

Outside scope

·

General IT support for computers, printers, or email accounts

·

Running or managing your ad campaigns

·

Work on software outside your Answered system

·

Daily social media posting

Need one of these anyway? Ask. We will either quote it fairly or point you to someone good.

Messaging and consent

How we handle texting and follow-up.

Every message your system sends goes to someone who contacted your business, gave consent, or is an existing customer with an appointment. Every text identifies your business, and every contact can opt out with one reply. We do not cold text, we do not buy lists, and we do not send bulk campaigns without documented consent.

For medical, dental, and other regulated businesses, messages stay limited to scheduling and follow-up. No clinical details, no diagnoses, no sensitive history in a text thread. You approve the wording of every automated message before it goes live, and you can change it any time.

The first step is free

It starts with the game plan, not a contract.

See where your calls, leads, quotes, and reviews are slipping first. The findings are yours to keep either way.

Get my free game plan