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Pricing Demo

Client Setup Tracker

Internal onboarding checklist — track every step from intake to go-live

Client Info

Client Name

Industry

Date Started

AI Phone Number

Plan Tier

Setup Checklist

Progress 0 / 14

Intake form received

GHL contact created + tagged

AI voice agent configured

Phone number purchased + assigned

Test call 1: Standard — PASSED Test

Test call 2: Emergency — PASSED Test

Test call 3: After-hours — PASSED Test

Client approved test calls

Call forwarding activated

"Live" tag applied

Welcome messages sent Comms

24-hour check-in scheduled Review

1-week review scheduled Review

1-month review scheduled Review

Notes

Saved

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