Implementation Checklist
Use this checklist to ensure a smooth deployment of GetsYou.ai in your business.
Pre-Launch Preparation
- □Define your primary use case (inbound handling, outbound campaigns, or both)
- □Identify your industry vertical for AI agent pre-configuration
- □Gather your business information (company name, address, EIN)
- □Prepare your GoHighLevel credentials (if using GHL)
- □Export your contact list in CSV format
- □Define qualification criteria for your industry
- □Write or review your preferred greeting script
- □Identify your team members who need dashboard access
Account Setup
- □Create your GetsYou.ai account
- □Complete the onboarding flow (industry, company info, timezone)
- □Provision your phone number
- □Complete compliance acceptance
- □Set up your payment method
- □Purchase initial minute balance
AI Agent Configuration
- □Set your agent name and personality
- □Customize the greeting message
- □Review and adjust qualification questions
- □Configure language preferences
- □Set maximum call duration
- □Configure transfer settings (if using live transfer)
- □Set up voicemail script (if leaving voicemails)
CRM Integration
- □Connect your GoHighLevel account
- □Map pipeline stages to call outcomes
- □Select the calendar for appointment booking
- □Verify contact sync is working
- □Test a round-trip: create contact in GHL → verify in GetsYou
Phone Number Setup
- □Decide: use GetsYou number directly or forward existing number
- □If forwarding: set up call forwarding with your current provider
- □Test inbound call routing
- □Update your website, Google Business listing, and marketing materials
Contact Import
- □Clean your contact list (remove duplicates, invalid numbers)
- □Format CSV with required columns (phone, name)
- □Upload and map columns
- □Review import results
- □Tag imported contacts for campaign targeting
Testing
- □Make a test inbound call to your GetsYou number
- □Review the AI conversation flow and quality
- □Check that the contact record was created correctly
- □Verify appointment booking works
- □Check CRM sync (contact appears in GHL with correct data)
- □Run a small test campaign (5-10 contacts)
- □Review test campaign results and call recordings
Launch
- □Set up auto-recharge to prevent mid-campaign pauses
- □Launch your first real campaign (start with 20-50 contacts)
- □Turn on inbound call handling
- □Monitor first-day results
- □Review call recordings for quality
Post-Launch Optimization
- □Review lead scores and qualification accuracy after first week
- □Adjust greeting or qualification questions based on call patterns
- □Set up SMS follow-up automations in GHL
- □Create pipeline-triggered workflows for hot leads
- □Train team on using the dashboard and interpreting lead scores
- □Scale campaign volume based on results
Need Help?
Book a walkthrough with our team for guided implementation support.