Onboarding

Everything I build, connected

Your website, database and Stripe account, both agents and your Meta and Google ads, set up once and wired together. Then the monthly plan keeps the site, the agents and the CRM running.

What onboarding sets up and how it connects

Meta ads

Pixel and Conversions API on your site, and a click-to-WhatsApp campaign.

WhatsApp

Your number on the WhatsApp Business API, plus Instagram and Messenger.

Your phone line

The number your customers already call.

WhatsApp agent

Answers, quotes, takes the booking and gives its status.

Trained on your prices and chats

Claude

Anthropic’s model behind the WhatsApp agent.

Phone agent

Takes the booking on the call, in Spanish or English.

Trained on your prices and chats

OpenAI

OpenAI’s model behind the phone agent.

Google Ads

Your first search campaign, sending people to your site.

Your website

Services, online booking and checkout, on your domain.

Stripe

Your own account: card checkout on the site and payment links from both agents.

Database + CRM

Every order, payment and customer, in one place you own.

Admin page

Bookings, payments, customers and alerts.

Your existing CRM

HubSpot, Salesforce or the one you already use, connected through its CLI or MCP.

Team portal

The day’s bookings and jobs.

Your driver

A driver portal with the route and the order.

DoorDash Drive

A DoorDash courier when you want one, booked per delivery.

Uber Direct

An Uber courier when you want one, booked per delivery.

Tracking link

The customer sees each step of the order, whoever drives it.

How the pieces connect

  • Meta ads → WhatsApp
  • WhatsApp → WhatsApp agent (chat)
  • Your phone line → Phone agent (call)
  • Claude → WhatsApp agent
  • OpenAI → Phone agent
  • WhatsApp agent → Stripe (payment link)
  • Phone agent → Stripe (payment link)
  • Google Ads → Your website
  • Your website → Stripe
  • Stripe → Database + CRM (payment)
  • Database + CRM → Admin page
  • Database + CRM ↔ Your existing CRM
  • Database + CRM → Team portal (new order)
  • Database + CRM → Your driver
  • Database + CRM → DoorDash Drive
  • Database + CRM → Uber Direct
  • Your driver → Tracking link (status)
  • DoorDash Drive → Tracking link
  • Uber Direct → Tracking link

Onboarding, step by step

Onboarding, piece by piece

The launch before your first booking

You brief me

Thirty minutes on how it runs today, then your prices, your zones, your hours and the chats you already answer.

I set it up

The pieces you picked: site, agents, SEO, CRM, ad accounts, connections. In your name, in your words.

You approve, it goes live

You book, you write, you call. Nothing goes live until you say so; then it takes real bookings within two weeks.

Your onboarding$7,000
Get a free demo

Paid once, before onboarding starts. Then $2,000 a month keeps it all running.

Pick your pieces
Per piecewebsite · agents · SEO · CRM · ads · custom connections · paid once
Your ad budget is paid to Meta and Google directly.

Start with a 30-minute call

From $2,000 a month per business on a six-month contract. Onboarding priced per piece.

Headquartered in Orlando, Florida

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