STEP 1 OF 7
Create your private business workspace
Only the basics are needed before guided setup begins.
STEP 2 OF 7
Explain what your company does
Type, paste or speak naturally. These facts become approved receptionist knowledge.
STEP 3 OF 7
Approve answers and boundaries
The assistant uses approved answers and never invents a missing fact.
STEP 4 OF 7
Describe the leads you actually want
Your private request defines who is valuable, where they are and why now is the right time.
STEP 5 OF 7
Set safe outreach rules
Choose the message style, daily limit and exactly how much approval you want.
Find matchesPrepare draftsYour approvalReplies to inbox
STEP 6 OF 7
Review the executive brief
See the goal, target, offer and guardrails without technical implementation details.
READY TO SUBMITBUSINESSHVAC servicesDetroit metro
IDEAL LEADProperty managers50–500 units
OFFERVendor introduction25 matches per day
GUARDRAILDraft onlyNo automatic sending
Submitting starts matching. It does not contact anyone.
STEP 7 OF 7
See real business outcomes
Customers see opportunities, drafts, replies, appointments and revenue—not the internal systems behind them.
Qualified matchesApproved draftsReplies & callsAppointments
TODAY12 new matches3 contact first
OUTREACH8 drafts readyWaiting for approval
CONVERSATIONS4 replies1 needs follow-up
OUTCOME2 appointmentsRevenue attribution retained