Welcome! Let's begin Onboarding
Your 30-Day Onboarding Roadmap with Adrenaln5.
No Tech Headaches. No Confusion. Just Results.
We know you didn't become a realtor to mess with complicated software. That's why we handle everything. Here's exactly what happens from the moment you sign up to the moment your AI is answering calls like a pro.
π WEEK 1: Discovery & Setup (You do almost nothing)
Day 1: Kickoff Call (30 minutes)
What happens:
We jump on a quick Zoom to learn about your business
You tell us how you currently handle calls
We discuss your ideal client conversation flow
You share any FAQs, common objections, or specific language you use
What you need:
Your calendar link (so AI can book appointments)
Your email address (for lead notifications)
30 minutes of your time
What we do:
Record everything
Start building your custom AI scripts
Set up your dedicated phone number (or port your existing one)
Days 2-5: We Build Your AI (You relax)
What happens:
Our team programs your AI voice assistant based on your input
We integrate with your existing tools (CRM, calendar, email)
We train the AI on real estate terminology and your market specifics
We load in your FAQs, property info, and business details
What you do:
Literally nothing. We've got this.
What we'll send you:
Daily progress update emails so you know where we're at
Days 6-7: Your Review & Tweaks (15 minutes)
What happens:
We send you sample call recordings of your AI in action
You listen to 3-5 example scenarios (buyer inquiry, seller lead, after-hours call)
You tell us what sounds great and what needs adjusting
What you do:
Listen to the samples
Give us feedback (too formal? not enough qualifying questions? perfect?)
Approve or request changes
What we do:
Make any adjustments within 24 hours
Send you updated samples if needed
π WEEK 2: Testing & Launch Prep (Minimal effort from you)
Days 8-10: Internal Testing
What happens:
We run 20+ test calls with different scenarios
We stress-test the calendar integration, lead notifications, and CRM sync
We make sure everything is bulletproof
What you do:
Check your email to confirm test notifications are coming through correctly
What we do:
Fix any bugs
Optimize response times
Fine-tune the AI's tone and phrasing
Days 11-12: Soft Launch (You're live, but quietly)
What happens:
Your AI goes live with real calls
We monitor every call in real-time for the first 48 hours
You get detailed reports of every conversation
What you do:
Let a few calls come through naturally
Review the call summaries we send
Give us any final feedback
What we do:
Watch like hawks
Jump in if anything seems off
Make micro-adjustments as needed
Days 13-14: Full Launch (You're officially unstoppable)
What happens:
Your AI is now handling all incoming calls 24/7
Lead notifications start flowing to your email/CRM
Appointments start appearing on your calendar automatically
What you do:
Update your voicemail/website to promote your new "always available" number
Share the number with your sphere
Watch the leads roll in
What we do:
Continue monitoring in the background
Send you a "Week 1 Performance Report"
π WEEKS 3-4: Optimization & Mastery (We keep improving)
Days 15-21: Performance Analysis
What happens:
We analyze your first week of real call data
We identify patterns (peak call times, common questions, conversion rates)
We optimize the AI's responses based on what's working
What you do:
Review your weekly performance dashboard
Tell us about any calls that felt "off" or could be better
Celebrate your first captured leads that would've been missed before
What we do:
Send detailed analytics: calls answered, leads qualified, appointments booked
Make script improvements based on real-world performance
Add any new FAQs or scenarios we discovered
Days 22-28: Advanced Features Training (Optional)
What happens:
We show you how to access your AI dashboard (if you want to)
We teach you how to update simple things yourself (new listing info, schedule changes)
We introduce advanced features based on your tier
What you do:
Join a 20-minute training call (optionalβwe can still handle everything if you prefer)
Learn the basics of your dashboard
Ask any questions
What we do:
Provide video tutorials for future reference
Set up your preferred notification settings
Make sure you're 100% comfortable
Day 30: 30-Day Check-In Call (We celebrate wins)
What happens:
We review your first month's results together
We look at: calls answered, leads captured, appointments booked, time saved
We discuss any additional features or adjustments you want
What you do:
Share feedback on what you love and what could be better
Tell us about any new needs (new listing, seasonal changes, etc.)
Decide if you want to upgrade tiers or add services
What we do:
Calculate your actual ROI for the month
Plan optimizations for month 2
High-five you (virtually) for all the leads you captured
π― What You Can Expect By Day 30
Calls Answered
β 100% of incoming calls handled (even at 2am on a Saturday)
Time Saved
β 10-15 hours per week freed up from phone tag and qualification calls
Leads Captured
β Every single inquiry recorded and organized in your CRM
Qualified Appointments
β Only serious buyers/sellers making it to your calendar
Peace of Mind
β Zero missed opportunities because you were in a showing or meeting
π Beyond Day 30: Ongoing Support
What Happens After Onboarding?
We don't disappear. Here's what ongoing support looks like:
Monthly Check-Ins
Performance review calls (optional)
Script updates based on market changes
New feature rollouts
24/7 Technical Support
If something breaks, we fix it immediately
If you need script changes, we handle it same-day
If you have questions, we're always available
Continuous Improvement
We monitor AI performance every week
We update responses based on new scenarios
We optimize for better conversion rates
Seasonal Adjustments
Holiday schedules? We update it.
New market conditions? We adapt the scripts.
New listings or services? We program them in.
β Common Questions About Onboarding
"What if I need to make changes after launch?"
No problem. Just email or text us. Most updates are done within 2-4 hours.
"What if the AI says something wrong?"
We monitor all calls during the first 2 weeks specifically to catch this. If something sounds off, we fix it immediately. Plus, you can always review call transcripts.
"What if I'm not tech-savvy at all?"
That's literally why we exist. You don't touch any tech. We do everything.
"What happens if I want to cancel?"
You can cancel anytime. No hard feelings. Month-to-month, no contracts.
"Can I upgrade or downgrade tiers?"
Yep! Just let us know and we'll adjust your service within 48 hours.
"What if I get a call the AI can't handle?"
Your AI is programmed to gracefully transfer complex calls to you or take a detailed message. We train it to know its limits.
π Your Onboarding Checklist
Print this out and check it off as you go:
Before Kickoff:
Schedule your kickoff call with Adrenaln5
Gather your calendar link
Think about your most common call scenarios
List your top 5 FAQs
Week 1:
Complete kickoff call (Day 1)
Review sample AI calls (Days 6-7)
Approve or provide feedback
Week 2:
Confirm test notifications are working (Days 8-10)
Review soft launch call summaries (Days 11-12)
Announce your new "always available" number (Days 13-14)
Weeks 3-4:
Review weekly performance dashboard
Optional: Join advanced features training
Complete 30-day check-in call
Ongoing:
Check your lead notifications daily
Review monthly performance reports
Reach out for script updates as needed
π‘ Pro Tips for a Smooth Onboarding
1. Be Specific During Kickoff
The more details you give us about your ideal call flow, the better your AI will perform from day one.
2. Test It Yourself
Call your AI number a few times during soft launch. See how it feels from a client's perspective.
3. Don't Overthink It
We're the tech experts. You're the real estate expert. Trust us to handle the backend while you focus on closings.
4. Give Honest Feedback
If something sounds weird or too robotic, tell us immediately. We'll fix it.
5. Promote Your New Number
Update your business card, email signature, website, and social media. Let people know you're always available now.
π Ready to Get Started?
Here's what happens next:
Book your kickoff call (takes 2 minutes)
We build your custom AI (you do nothing)
30 days later, you're capturing every lead and wondering why you didn't do this sooner
No complicated setup. No tech overwhelm. Just results.
[BOOK YOUR KICKOFF CALL NOW]
Questions before you start? Text or email us anytime.
Adrenaln5 | White-Glove AI Setup for Real Estate Agents
π§ agency@adrenaln5.com | π 201-674-2438
www.adrenaln5.com
Still Have Questions?
"How long until I see results?"
Most agents capture their first "would-have-missed" lead within 48 hours of going live.
"What if my brokerage has specific requirements?"
We work with compliance requirements all the time. Just let us know during kickoff.
"Can I pause service if I go on vacation?"
You could... but why would you? Your AI works even when you don't. But yes, you can pause anytime.
"What if I want to add more features later?"
Easy. We can upgrade you to a higher tier or add custom features anytime.
The Bottom Line
From "I just signed up" to "My AI is crushing it":
7 days for custom setup
14 days for full launch
30 days to optimization and mastery
And you barely lift a finger.
That's the Adrenaln5 difference.
Let's get started. π
Transforming challenges into opportunities for success.
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