Here's exactly what happens next, in the order it happens. You'll know more about this build by Tuesday than most clients know about their own websites.
No mystery. No "we'll get back to you when we're ready." You'll have eyes on every step.
You get an email at the address you submitted. It contains your Stripe checkout link (setup + first month), a calendar link for the kickoff call, and a short business intake form.
If you don't see it in 30 min, check spam, then email rick@airevenueforge.com.
30 minutes on Zoom or phone. We walk through your services, hours, pricing rules, top 10 caller questions, and exactly what kinds of calls you want escalated to you vs. handled end-to-end by the AI.
You drive. We listen and ask questions. By the end of the call we know enough to build the agent.
Our team configures the voice agent: voice tone, intro greeting, scheduling rules, CRM connection, escalation paths. You don't need to do anything — but you can preview drafts in your client portal anytime.
You'll get a Loom on day 3 walking you through the in-progress build. No surprises at handoff.
You get a private demo line. Call it as many times as you want. Try to break it. Tell us what sounds off, what you want it to say differently, what scripts need adjusting. We iterate same-day.
Most clients send us 4–6 tuning notes during this phase. We close them all before day 6.
We forward your existing business line to the AI (or hand you a new published number). Every call from this moment on gets answered. You're live.
First-week monitoring is heavy — we listen to a sample of calls daily and tune as needed. By week 3 the agent is fully dialed in.
You get a weekly SMS + email summary: calls handled, appointments booked, escalations to you, revenue tagged. You see what's working and what we're tuning. Cancel anytime.
Most clients add an extra tier feature or add-on by month 2 because they see what's possible.
The faster you book the kickoff call, the faster you go live. Most clients book within 24 hours and are live the following Tuesday.
None of this is required before the call — we cover it together if you'd rather. But the more you bring, the faster the build moves.
The things customers ask before they ever talk to a human. Hours, services, pricing, location, "do you take my insurance," "can you fit me in today" — write down whatever you hear daily.
What appointment types exist. How long each takes. Any time-of-day or staff restrictions. What buffer time you need between bookings. The shape of how your calendar fills up.
GHL, Dentrix, Open Dental, Jane App, ServiceTitan, Housecall Pro, Calendly, Acuity, custom — whatever you use. We don't need passwords on the call, just the name of the system and what plan you're on.
The recurring questions that eat your day. The price-shoppers. The "what time do you open" loops. We design the AI to handle these first so you never see them again.
The biggest thing I want you to know — I built this because I watched my own businesses leak money to voicemail for years. Every missed call is a person who needed help and gave up. This isn't just a tool. It's the thing I wish I'd had a decade ago.