Setup Process

From Purchase To Live in 48 Hours

The exact step-by-step process we run for every new customer. No mystery, no waiting around — just predictable, done-for-you setup.

48-Hour Timeline

Hr 0

Hr 12

Hr 24

Hr 40

Hr 48

Day 8+

Step

1

Purchase A Plan

Hour 0

Pick a plan, check out securely through Stripe. Your 48-hour setup clock starts the moment the charge goes through. You get a welcome email within minutes with the onboarding form and your account manager's direct email.

Month-to-month pricing, cancel anytime
Secure Stripe checkout
Welcome email with next steps

Step

2

Onboarding Form

Hour 0–12

Fill out our short onboarding form — business info, top 10 FAQs, hours, services, pricing, and brand voice. Takes 15–20 minutes total. This is the raw material the AI learns from.

Business name, service area, brand voice
Top 10 FAQs and preferred answers
Hours, holidays, after-hours policy
Services and pricing structure

Step

3

We Configure Your AI

Hour 12–24

Our team trains the AI on everything you submitted. We set up call forwarding, embed the chatbot on your site, wire up calendar integrations, and configure every automation you purchased. No work on your side during this step.

AI trained on your specific content
Call forwarding configured with your carrier
Chatbot embedded on your website
Calendar + SMS + email integrations wired up

Step

4

Testing & Approval

Hour 24–40

You get a staging link and test phone number. Call the AI, chat with the bot, book a test appointment. Review transcripts and flag anything that needs adjustment. We iterate until you are happy.

Test the AI voice and chatbot end-to-end
Review transcripts for tone and accuracy
Request edits to answers or scripts
Sign-off before we flip the switch

Step

5

Go Live!

Hour 40–48

Call forwarding activates on your real business number. The chatbot is live on your site. Clare starts answering calls and chats immediately. You get your portal login plus dashboard access to review every interaction.

AI phone number is live and taking calls
Chatbot is live on your website
Portal login + dashboard access
First-week activity report within 7 days

Step

6

Ongoing Support & Optimization

Day 8+

Your dedicated account manager reviews transcripts monthly, sharpens AI answers where needed, and handles any changes as your business evolves. Support tickets are answered within 24 hours — priority SLA for partners.

Monthly transcript review and AI tuning
Free retraining whenever your business changes
24-hour support ticket response
Quarterly optimization recommendations
Why 48 Hours Works

Predictable, parallel, done-for-you

0

Hours of dev work required on your side — we handle every technical step.

15

Minutes of input we need from you (the onboarding form).

48

Hours from purchase to live — typical turnaround for most customers.

Start your 48-hour clock

Pick a plan and have AI automation live in your business by the end of the week.

Clare is online

Typically replies instantly