Welcome to the Massmarket AI Onboarding Course!
Step 1: Filling Out the Onboarding Form
The first step in our onboarding process is to fill out the onboarding form. This crucial step allows our team to gather the necessary information to set up all required accounts for your services. Depending on your specific needs, whether you're opting for our white-label services, custom AI app development, or integrating into our CRM, the form will cater to your requirements.
Key Points:
Identity Verification: You'll need to verify your identity through Twilio. Our team will send you a verification link to complete this step.
Subscription Services: Most of our services require a Zapier subscription. We've arranged a cost-effective solution, the Zap hack, providing 50,000 tasks for $30 a month.
Service Selection: Specify your service type to ensure we gather the correct information. Options include Massmarket AI CRM, Done-for-You projects, Ads Marketing, and White Label Agency Services.
Kixie PowerDialer: For clients requiring dialer services, we integrate Kixie PowerDialer with GoHighLevel to streamline your calling process.
Ensure you provide accurate business information, service selections, and any existing tool credentials (Zapier, Make, etc.). This information helps us tailor the AI agent setup to your specific business needs.
Step 2: Initial Setup and Testing
Day 1: Information Collection and Discord Integration
We start by collecting all necessary information in JotForm and adding you to our Discord server for streamlined communication.
Day 2: Initial Setup
After receiving your information, we begin building the initial setup, including A2P submission. This process takes approximately 7-8 hours.
Day 3: Testing
We thoroughly test the bots across all channels, which takes about 1-2 hours. This step ensures that the AI bots function correctly and are ready for your review.
Step 3: Copy Confirmation and Review
Day 3/4: Review and Testing
Once the initial testing is complete, we send the information to our sales team and the client for review and further testing. This collaborative step ensures that everything meets your expectations before final confirmation.
Step 4: First Review Call
Day 3/4: Review and Testing
We schedule a review call with our IT team to discuss any feedback or required changes. This call depends on receiving timely feedback from the client. During this call, we can provide an estimated time for fixes and updates based on your requirements.
Step 5: Launching
Day 5 and Beyond: Launch
In the following week, if A2P verification is already completed, we start launching with text channels. If not, we begin with other available channels. This phased approach ensures a smooth and efficient rollout of your AI-driven solutions.
Step 6: Optimization
Post-Launch Optimization
After the launch, we continuously optimize your AI systems to ensure peak performance. This involves:
Daily Workflow: Reviewing unread messages and addressing any issues by submitting tickets through the help desk. Use Loom videos for efficient issue resolution.
Performance Metrics: Monitoring reply rates, validation rates, and booking rates to gauge the effectiveness of your AI agents.
Continuous Improvement: Regularly reviewing and adjusting your AI scripts to improve performance. Use custom fields and filters to analyze call data and identify areas for enhancement.
Summary
Our comprehensive onboarding process is designed to ensure that your transition to using AI-driven solutions is smooth and effective. By following these steps, you'll be well-equipped to leverage our tools for optimizing your business operations, enhancing customer interactions, and driving growth.
Summary
Our comprehensive onboarding process is designed to ensure that your transition to using AI-driven solutions is smooth and effective. By following these steps, you'll be well-equipped to leverage our tools for optimizing your business operations, enhancing customer interactions, and driving growth.
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