triggerNew website lead
Founder-led implementation
Map the workflow before launch.
Founder-led beta onboarding maps current handoffs, confirms provider ownership and consent, reviews customer-facing work, and records what can be measured.
AI Builder
Inactive draftSketch a workflow with words
actionNotify owner
waitWait for reply
conditionStop when the lead replies
Readiness dependenciesSMS provider readinessService SMS consent
Implementation method
Four gates before activation.
Each stage names the work, the visible tenant state, and the boundary that must clear before the next step.
01 Map the workflow
- What happens
- Document lead sources, ownership, services, stages, calendars, jobs, money steps, and follow-through.
- What your team sees
- Your team sees a written workflow scope with named owners, exceptions, and next actions.
- What must be ready
- Business rules, service details, team responsibilities, and the smallest useful launch must be confirmed.
02 Connect and confirm
- What happens
- Connect approved accounts and verify ownership, permissions, consent rules, imports, billing, and channel readiness.
- What your team sees
- Your team sees each provider as connected, waiting, or not ready, with the responsible owner recorded.
- What must be ready
- Account owners complete identity checks, access grants, messaging registration, and provider-specific approvals.
03 Review before launch
- What happens
- Inspect pages, messages, routing, automations, voice behavior, handoffs, and failure states before activation.
- What your team sees
- Your team sees inactive drafts, required confirmations, test records, and open readiness dependencies.
- What must be ready
- Customer-facing copy, consent behavior, human takeover, exception ownership, and end-to-end tests must be approved.
04 Measure the change
- What happens
- Record the baseline, event definitions, denominator, observation window, attribution context, and known confounders.
- What your team sees
- Your team sees observable source, response, pipeline, job, invoice, payment, review, and attribution events.
- What must be ready
- The team must agree on what is counted, which records qualify, and which outside factors will be disclosed.
Guided beta onboarding
Bring one real handoff.
Start with a current workflow, the account owners who can approve connections, and the people responsible for review and exceptions.
- Business rules, service details, team responsibilities, and the smallest useful launch must be confirmed.
- Account owners complete identity checks, access grants, messaging registration, and provider-specific approvals.
- Customer-facing copy, consent behavior, human takeover, exception ownership, and end-to-end tests must be approved.
- The team must agree on what is counted, which records qualify, and which outside factors will be disclosed.