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What happens on the tech-setup call?

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The team works through the account setup with you: CRM connection, email, lead sources, staff access, domain and phone setup, plus the billing and usage settings that apply to your plan.

The team works through the account setup with you: CRM connection, email, lead sources, staff access, domain and phone setup, plus the billing and usage settings that apply to your plan.

Bring accurate business details and access to the people who manage your domains and provider accounts. Sender verification and required carrier approvals can take additional time. A feature is ready only when its own checks pass, not simply because the call finished.

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