We Do Not Just Hand You
a Login and Disappear.
Every ServicePulse AI account gets hands-on configuration and testing before anything goes live. We build it with you, test it with you, and launch it with you.
Onboarding scope depends on your selected plan, integrations, usage-based services, and scoped expansions. Scale implementations are focused and efficient. Command Center and Enterprise include deeper operations, automation, reporting, and integration work.
What It Covers
What Implementation & Launch Covers
Implementation & Launch is the hands-on work required to configure ServicePulse AI around your business before anything goes live.
- Business intake and workflow mapping
- Plan-specific platform configuration
- Lead source and contact flow setup
- SMS/email template configuration
- Dashboard setup
- Plan-specific automation setup
- Integration connection where included
- Testing before launch
- Team access and role setup
- Launch support
Custom websites, managed ads, SEO programs, Google Business Profile optimization, advanced data migration, AI voice, and custom integrations may require scoped expansions.
The Process
7 steps from intake to running.
Every step is handled by our team. You provide the information about your business. We do the building.
Business Intake
- We learn your trade, services offered, and service area
- Identify your team structure — who answers calls, who runs jobs
- Understand your current tools: CRM, scheduling, invoicing
- Document your biggest operational pain points
- Collect brand assets: logo, colors, photos
- Map out your current lead sources and marketing channels
- Confirm selected plan, required integrations, and scoped expansions
- Define launch priorities and what must be live on day one
Revenue Leak Review
- Audit your current call answering rate and response times
- Review your Google Business Profile for visible gaps
- Analyze your website for conversion and visibility issues
- Check your review volume and rating against local competitors
- Identify where leads may be dropping off before becoming jobs
- Estimate potential revenue at risk from missed calls, slow follow-up, and other visible gaps
Revenue estimates are directional and not guaranteed.
Platform Configuration
- Configure AI voice scripts where AI voice is included or scoped
- Configure SMS and email templates based on your selected plan and workflows
- Set up your service area, operating hours, and booking rules
- Configure lead routing rules for your team
- Set up your dashboard with the metrics that matter to you
- Create review request flow with timing and messaging where included by plan
Front-of-House Connection
Included or plan-dependent
- Configure phone forwarding or missed-call text-back where enabled
- Configure SMS and email sending from your business identity
- Connect lead forms, booking/request flows, or CRM handoffs
- Connect review request workflows where included by plan
- Configure dashboard metrics based on available data
Scoped separately
- AI voice answering
- Website builds or landing pages
- Google Ads / Meta Ads management
- SEO implementation
- Google Business Profile optimization or management
- Custom integrations and data migration
Testing
- Test call, form, SMS, and lead-routing workflows that are part of the selected implementation
- Verify follow-up timing and message accuracy
- Test booking/request flow where enabled
- Validate review request delivery where included by plan
- Confirm escalation triggers route correctly to your team
- Client approves launch workflow before go-live
Launch
- Approved workflows go live
- Lead capture and follow-up activate based on plan
- Dashboard goes live with connected data sources
- Team access is enabled with appropriate permissions
- Launch activity is monitored during the first 48 hours where included by plan
- Any scoped Stoke Media or integration work follows the agreed launch timeline
Improve Over Time
- Launch-period check-ins and performance reviews based on plan
- Call script refinement where AI voice is enabled
- SMS and email template optimization based on response rates
- New feature rollouts as the platform evolves
For scoped Stoke Media engagements, ad campaigns, SEO, landing pages, and visibility work may be reviewed and refined based on performance.
Timeline
Basic implementations can begin within 48 business hours after intake and required access is received. Larger builds such as custom websites, ad campaigns, AI voice, data migration, custom integrations, and multi-location configurations are scoped separately with clear timelines.
Implementation timelines depend on client responsiveness, required access, selected plan, integrations, third-party platforms, and scoped expansion work.
Ready to Get Started?
Start the implementation intake or book a review call. We will walk through your business, identify the launch priorities, and build a plan to get you live.
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