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Implementation & Go Live Plan

Never miss a lead again
in less than 60 days.

A structured, supported journey. No technical team required. Here is exactly what happens, when, and why.

6
Clear stages
60
Days to go live
3
AI agents active
90
Day trial period

Your 90-day journey

Month 1: Setup
Month 2: Launch
Month 3: Live
Day 1: setup & configure
Day 30: go live
Day 60: optimise
Month 1
Setup & Configuration
👋
Stage 1 Day 1 to Week 1

Sign Up

You complete the Always On onboarding form and your account is created. A brief setup call confirms your commercial priorities, team structure and integration requirements, then configuration begins.

Onboarding form completed
Account and tenant created
Business priorities agreed
Integration requirements confirmed
Team contacts and access levels set
⚙️
Stage 2 Week 1–2

Business Onboarding

Your Always On environment is configured around your business, not a generic template. Integrations are connected, your brand identity is applied, and routing logic is built to reflect how your team actually works.

CRM integration: connect your existing CRM so leads flow in automatically with full context
Email sync: Gmail and Outlook connected per rep via secure OAuth; no passwords stored
WhatsApp Business: inbound WhatsApp enquiries routed and handled by Sally
Microsoft Teams: internal alerts and notifications sent directly to your team channel
Web form embedding: Always On capture forms live on your website within days
Calendar connections: rep calendars linked for meeting booking and follow-up prompts
Branding: your logo, colours and tone of voice applied across all agent communications
Personalisation: agent names, sign-offs and language tuned to sound like your business
Rep profiles: individual rep details, territories, and specialisms loaded for accurate routing
Routing rules: lead assignment logic built around sector, geography, product line or capacity
Escalation paths: high-value or urgent enquiries flagged immediately to the right person
Data & compliance: DPA signed, data flows confirmed, GDPR controls in place
🧠
Stage 3 Week 2–3

Knowledge Sharing

Sally, Dan and Caroline need to know your business before they can represent it well. This stage is about building the knowledge base that makes your agents sound like they have been in your business for years, not a generic AI on a landing page.

Product and service catalogue uploaded
Pricing frameworks and key commercial terms
FAQs, common objections and preferred responses
Competitor context and positioning
Territory structures and rep specialisms
Key customer types and qualification criteria
Brand voice, tone guidelines and language to avoid
Escalation triggers and VIP account rules
🔬
Stage 4 Week 3–4

Testing Period

Before anything goes live, everything is stress-tested. Your onboarding manager runs structured test scenarios across every integration and every agent. You review outputs, flag anything that feels off, and we refine until it is right.

Form submissions tested across all entry points
Routing logic validated against real enquiry types
Sally response quality reviewed and refined
Dan's meeting prep and pipeline briefings tested
Caroline's digest outputs reviewed by leadership
CRM data flow verified end to end
Email and WhatsApp response speed benchmarked
Edge cases and unusual enquiry types tested
Month 2
Launch & Team Onboarding
👥
Stage 5 Week 5, early Month 2

Team Onboarding

Your sales team is introduced to Always On in a short, practical session, not a feature walkthrough, but a focused briefing on what changes for them day to day. This keeps adoption high and resistance low.

Live team session covering the dashboard and agents
Sally's inbound handling explained to the team
Dan's daily prompts and how to use them
Caroline's digest cadence set up for leadership
CRM handoff process demonstrated
Rep-level access and notification preferences set
Escalation and routing review with managers
Questions answered; knowledge base refined based on team feedback
🚀
🚀 Go Live
Start of Month 2, Day 30

Always On. Live.

The system activates. Sally takes her first real inbound enquiry. Dan is available on the dashboard. Caroline begins building her first intelligence digest. Your business is now handling buyer interest 24 hours a day, seven days a week, without a single dropped ball.

All integrations live and processing real traffic
Sally handling web and form enquiries in real time
Dan active on the sales dashboard for every rep
Caroline generating her first team digest
CRM receiving enriched, qualified lead records
Live monitoring by your onboarding manager for week one
Real-time dashboard visibility for leadership
First performance snapshot issued at end of week one
Month 3
Trial Period: Live & Optimising

Your first full month live: measuring, learning, improving.

Month three is about seeing the real impact and making sure the system gets sharper with every week. Your onboarding manager stays close, and the data starts telling the story.

Performance review

Response time benchmarked against pre-Always On baseline
Lead qualification accuracy reviewed and scored
Routing accuracy checked across rep assignments
CRM data quality assessment: completeness and speed
Contact rate improvement vs. pre-implementation
First ROI measurement with commercial outcomes

Refinement & optimisation

Knowledge base updated based on live agent output
Routing rules refined based on real enquiry patterns
Sally's qualification questions tightened if needed
Dan prompts tuned to team feedback
Additional rep profiles or territories added
90-day review call with your Plan Grow Do contact