How It Works

From Zero to Booked Appointments in 5 Steps

No complex setup. No engineering team required. Connect your CRM, train your AI, and launch your first campaign — most teams are live in under 15 minutes.

5 Steps to Launch
Live in Under 15 Minutes
No Engineering Required
Cancel Anytime
The Process

Simple Onboarding, Powerful Results

GetsYou is designed for business owners who don't have time to learn complicated software. Every step is guided, and our team is available if you need help.

1

Connect CRM

2

Import Leads

3

Train AI

4

Set Up Campaign

5

Watch Calendar Fill

1
Step 1

Connect CRM

Link your GoHighLevel account in one click.

Authorize your GHL account and GetsYou automatically syncs your contacts, pipelines, calendar availability, and custom fields. No CSV exports, no manual mapping.

  • One-click GoHighLevel OAuth connection
  • Contacts, pipelines, and calendars sync automatically
  • Custom field mapping preserved
  • Two-way sync keeps everything current
CRM Integration
Connected
Status
2,847
Contacts
12s ago
Last Sync
GoHighLevel — Authorized — Active
Pipeline: Sales — 6 stages synced
Calendar: Team Schedule — Linked
2
Step 2

Import Leads

Bring your contacts in — clean, scrubbed, and ready.

Upload a CSV, sync from your CRM, or add contacts manually. Built-in phone scrubbing removes invalid numbers and DNC checking keeps you compliant before the first dial.

  • CSV upload, CRM sync, or manual entry
  • Automatic phone number validation and scrubbing
  • DNC list checking on import
  • Duplicate detection and merge
Lead Import
1,240
Imported
1,198
Valid
23
Duplicates
CSV Upload — 500 contacts — Complete
CRM Sync — 740 contacts — Synced
Phone Scrub — 42 invalid removed
3
Step 3

Train AI

Customize how your AI sounds, qualifies, and converts.

Set your agent's personality, greeting, industry scripts, and qualification criteria. Add knowledge base entries so it can answer questions about your business with confidence.

  • Choose personality and conversation style
  • Set custom greeting and AI disclosure
  • Define qualification questions per industry
  • Upload knowledge base for product expertise
AI Agent — Configuration
Warm
Personality
Roofing
Industry
English
Language
Greeting: "Hi, this is Sarah from..."
Qualification: 4 custom questions
Knowledge Base: 28 entries loaded
4
Step 4

Set Up Campaign

Define who gets called, when, and how often.

Create a campaign with your target list, set TCPA-compliant calling hours, define cadence rules, and hit launch. Business hours, attempt limits, and DNC enforcement are all automatic.

  • Target specific contact lists or segments
  • TCPA-compliant calling window (8 AM – 9 PM)
  • Configurable cadence: max attempts per day/week
  • Automatic DNC enforcement on every dial
Campaign Builder
312
Contacts
8a–9p
Window
2
Max/Day
Target: Spring Roof Inspections
Schedule: Mon–Fri, 8 AM — 9 PM CT
Cadence: Max 2 attempts/day, 5/week
5
Step 5

Watch Calendar Fill

Qualified leads book themselves. You focus on closing.

Your AI qualifies every conversation, scores leads automatically, and books appointments directly to your calendar. Review call summaries, track campaign performance, and watch your pipeline grow.

  • Automatic lead scoring on every call
  • Appointments booked to your linked calendar
  • Call summaries and transcripts for every conversation
  • Real-time campaign analytics and conversion tracking
Dashboard — Results
12
Appointments
68%
Qualified
24%
Conversion
Appointments this week: 12 booked
Qualified leads: 32 of 47 conversations
Top performing: Spring Inspections — 31%

Most Teams Are Live in Under 15 Minutes

GetsYou was built for speed. Connect your CRM, customize your AI, and start making calls — without waiting weeks for implementation or training.

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Ready to Get Started?

Try the AI live right now, or book a personalized walkthrough with our team.