Onboarding Checklist
What we'll do in your first 30 days and what we'll need from you.
Quick start: Kickoff → Script intake → Integration access → Pilot launch (20–30% traffic).
Compliance note: Provide your preferred consent language and quiet hours. We enforce TCPA and local DNC rules; incorrect consent may block campaigns.
What you'll learn
Timeline for Weeks 1–4, required access, and how to approve scripts and playbooks. Short, action‑oriented steps so you always know next actions.
Quick checklist
- Schedule kickoff (Owner: Calleeon Success Manager)
- Share CRM & calendar access (example: Salesforce admin + Google Calendar)
- Provide 1–2 example phone lists and brand FAQs
- Approve initial script version via the approval workflow
- Confirm quiet hours & consent preferences
Prerequisites (what we need from you)
- Admin CRM access or read-only API key — example permissions in the dashboard.
- Calendar account for transfers (Google or Microsoft 365).
- Primary contact and preferred kickoff window.
Step-by-step onboarding (detailed)
- Week 0 — Kickoff (30–60m): Confirm KPIs, SLAs, consent language, success criteria. Deliverable: signed kickoff note.
- Week 1 — Integrations & Script Intake: Provide CRM access, calendar integration, and upload scripts. Deliverable: integration status & first script draft.
- Week 2 — QA & Pilot Setup: Test barge‑in, voicemail detection, number rotation, and run lab calls. Deliverable: pilot configuration & dashboard access.
- Week 3 — Pilot Launch: Launch at 20–30% traffic; weekly reviews. Deliverable: weekly performance report.
- Week 4 — Scale or Tune: Ramp or iterate scripts; handoff playbook. Deliverable: ROI snapshot & next steps.
Tip: Most pilots show meaningful contact signals within 48–72 hours if lists are warm and CRM mapping is correct.
Troubleshooting
- Low contact rate → verify quiet hours, DNC hygiene, and number rotation.
- High voicemail rate → enable VM detection and safe retry logic.
- Missed transfers → confirm calendar/webhook mappings and test a warm transfer.
Next steps
After onboarding, open the How to Approve Scripts guide to complete the approval flow.
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