Get Started with Your New Assistant

This onboarding process will help you get set up with your new software and digital assistant. It is divided into two parts:


1. Pre-onboarding survey: This survey will collect some basic information about you and your business. This information will be used to set up your account.


2. Onboarding call: schedule 1 call. One Onboarding call to get the technical and compliance setup out of the way. That way, we can get you started with the most important features for your business.

Let's Get Your Digital Assistant Set Up

You'll be bringing in new leads in no time!

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