Getting Started
From materials to your first campaign in days.
What You Need to Prepare
Your offering materials
PPM, pitch deck, website URL, any FAQs or one-pagers
Qualifying questions
Accreditation, experience, minimums, etc.
Brand and tone preferences
Formal, friendly, or high-energy? Male or female voice? Caller name and location?
Your lead list
CSV or Excel with phone numbers and names — or we can supply accredited investor leads through JAD Enterprises
The Onboarding Process
AI Agent Client Questionnaire
Complete our onboarding questionnaire with all relevant information.
Materials Handoff
Share your documents. We review everything and extract the information needed to build your agent.
Agent Draft
We create your custom pitch, knowledge base, objection handlers, and follow-up email. Everything is drafted for your review.
Your Approval
Review the pitch, knowledge base, and email template. Request changes until you're satisfied.
Voice & Persona Selection
Choose the voice, pacing, warmth, and caller persona. We'll provide samples so you can hear what prospects will experience.
Agent Build & Testing
We build the agent, run it through 30+ automated test scenarios, optimize any issues, and validate against quality guardrails.
Portal Setup
Your dedicated portal is configured with your branding, credit balance, and agent assignment. You receive login credentials and the client guide.
Launch
Upload your leads, confirm your settings, and trigger your first campaign. Results flow in real-time.
Quick-Start Checklist
- • Complete AI Agent Client Questionnaire
- • Send your materials (PPM, deck, website, FAQs)
- • Define qualifying questions and accreditation requirements
- • Choose tone/voice preferences and caller persona
- • Approve draft pitch, knowledge base, and follow-up email
- • Provide your lead list (or request data supply)
- • Complete your platform fee payment to activate your account
- • Review the client guide and portal walkthrough
- • Send your first campaign
Ready to Get Started?
Complete the client questionnaire to begin building your custom AI agent.
After submission, you'll be directed to complete the $2,500 one-time setup fee.