The 3-day onboarding process

#The onboarding checklist (3 days flat)

#Day 1: Portal setup and credentials

Goal: Get the system receiving leads.

1. Portal access — agent gives you access to their Bayut Agent Pro dashboard
2. Email forwarding — set up leads@agentname.steinhoff.systems forwarding to your Resend webhook
3. Agent identity — get the agent's exact name, phone, working hours, and the properties they currently have listed
4. Calendar access — share Google Calendar with your service account
5. CRM webhook — get the agent's Zoho/HubSpot/Google Sheets URL for lead handoff

Deliverable at end of Day 1: Test lead comes through the parser successfully.

#Day 2: WhatsApp + Voice configuration

Goal: Get the outbound channels working.

1. WhatsApp template approval — submit templates to Meta (takes 24–48h, so do this on Day 2 for Day 3 go-live)
2. Voice agent script — customize the Retell AI script with the agent's name and typical property types
3. Working hours — configure the system to only call during 9am–8pm Dubai time
4. Phone number — provision a UAE number through Twilio for the agent (so leads see a local number)

Deliverable at end of Day 2: Can send a test WhatsApp message and trigger a test voice call.

#Day 3: Testing and go-live

Goal: Live system handling real leads.

1. Test with 3 fake leads — send test emails from Bayut Pro, verify the full flow
2. Agent training — 15-minute screen share showing the dashboard (what they see when a lead comes in)
3. Go live — switch to live mode, send agent the handoff checklist
4. Start weekly report — set up the report that goes to the agent every Monday

Deliverable at end of Day 3: System is live and handling real leads.

#The onboarding checklist (copy-paste)

□ Bayut Agent Pro access shared
□ PF dashboard access shared
□ Email forwarding configured
□ Agent identity (name, phone, hours) collected
□ Google Calendar shared
□ CRM webhook URL collected
□ WhatsApp templates submitted to Meta
□ Voice agent script customized
□ Working hours configured (9am–8pm GST)
□ UAE phone number provisioned
□ 3 test leads processed end-to-end
□ Agent training call completed (15 min)
□ Go-live confirmed
□ Weekly report scheduled

#Common breakages and how to fix them