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AI Lead Automation
Contents
Delivery & operations
Onboarding checklist, weekly reports, maintenance schedule, and scaling to multiple clients.
In this module
The 3-day onboarding process
Day 1: portal setup, Day 2: WhatsApp/Voice config, Day 3: test + go live. No exceptions.
Weekly reports that retain clients
The Monday report: leads recovered, conversion rate, revenue impact, and what to watch this week.
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The 3-day onboarding process