Prepare for your SoloMatic onboarding call.
This packet explains what to prepare, what tools we may ask to connect, what SoloMatic can and cannot do before go-live, and how your AI Revenue Team moves from safe drafts to approved production work.
Bring the business context your agent needs.
Business name, website, service area, and best-fit customers
Top offer or most valuable job type
Current lead sources: website, ads, referrals, marketplace leads, old CRM lists
Current response process: who answers, where leads go, when follow-up happens
CRM, spreadsheet, or inbox used for contacts and leads
Phone/SMS provider if missed-call or text follow-up is in scope
Email/calendar account used for bookings or customer replies
FAQs, service menu, quote rules, pricing notes, policies, and tone examples
Escalation rules: when SoloMatic should stop and ask a human
You keep ownership of your accounts.
Email/calendar for replies, scheduling, and intake routing
CRM or lead source for reading opportunities and preparing updates
n8n or workflow automation workspace for client-owned automations
Phone/SMS provider for approved missed-call or text-back flows
File storage or documents for company knowledge
AI model account only if you want client-owned model billing
We use least-privilege access where possible. Do not share personal credentials in chat if a safer invite/OAuth method is available.
Safe draft work that helps us get ready.
Review your Revenue Leak Audit
Identify missed follow-up, slow response, old leads, and weak handoffs
Draft SMS, email, call scripts, SOPs, and workflows
Prepare CRM update plans without writing to the CRM
Build test scenarios using safe/sample data
Organize company knowledge for your agent
Explain what is missing before go-live
No production action without approval.
No live SMS
No live customer email
No CRM writes
No booked appointments
No live calls
No live ad spend
No social posting
No production n8n execution
What gets reviewed before launch.
Business profile completeness
Agent mission
Tool ownership and permission scope
Company knowledge
Safe test output
Client approval of production scope
Admin go-live approval
Exact payload approval process
You are ready when these feel clear.
I know which revenue leak I want fixed first.
I can describe how new leads currently arrive.
I know who should receive escalations.
I know which tools we own and can invite SoloMatic into.
I have FAQs, services, pricing notes, or policies ready to upload.
I understand that setup progress is not go-live permission.
I understand live actions require exact approval.
Not sure what tools you have?
Book onboarding call anyway. The first call can be used to map your current lead flow, identify the first revenue leak to fix, and decide what should stay draft-only until your team is comfortable approving production actions.
Book onboarding call