Campaign Onboarding

You're In. Let's Build Both Engines.

You signed up for the Instant Lead Response Engine and the Cold Lead Reactivation Engine. This one form gets us everything we need to build and launch both. Fill it out once and we take it from here.

Instant Response Cold Reactivation One setup
Before You Start, Have These Ready
  • Business + license detailsEIN, NPN, DBA, business type
  • Your logo and a headshot
  • 6 voicemail recordings in your voice3 per campaign, about 15 to 25 seconds each
  • Your old leads listfor Cold Reactivation
  • Your lead source + API infofor Instant Response
How This Works

One Form, Both Campaigns

Almost everything we need is shared across both engines, so you only enter it once. There is just one difference at the very end of the form.

Cold Lead Reactivation Engine

We Need Your Old Leads + Voicemails

Upload your list of past leads who never closed, plus your 3 voicemails for this campaign. We drop them to your old list and wake it back up.

Instant Lead Response Engine

We Need Your Lead Source + Voicemails

Tell us where new leads come from (with API or vendor details), plus your 3 voicemails for this campaign, so we respond the instant a lead arrives.

Everything else (business details, voicemails, logo, headshot) is shared and powers both engines.
Your Setup

Complete Your Onboarding

The more detail you give us, the more we can hyper-target your campaigns. Fields marked with * are required.

Your Voicemails

Here Are Your Scripts

There are two separate sets, one for each campaign, so 6 short clips total. The wording is different for old leads versus new leads, so record both sets and keep them labeled. Quick and casual beats perfect.

Cold Lead Reactivation Engine

Scripts For Your OLD Leads

Record these 3. They drop to people you talked to before. Do not use these for new leads.

Voicemail 1 · Re-Introduction

"Hey there, it's [Your Name]. We talked a while back and I wanted to reach out again. Give me a call when you get a sec, I'd love to catch up."

Voicemail 2 · The Nudge

"Hi there, [Your Name] here. A few things have changed since we last spoke and I think it could be good news for you. Call me back when you have a minute."

Voicemail 3 · Last Call

"Hey there, I don't want to keep bugging you, so this is my last message for now. If you ever want to chat, my number is [number]. Take care."

Instant Lead Response Engine

Scripts For Your NEW Leads

Record these 3. They drop to fresh leads the second they come in. Do not use these for old leads.

Voicemail 1 · Instant Hello

"Hey there, it's [Your Name]. I just saw you reached out and wanted to connect right away. Give me a quick call back when you get this."

Voicemail 2 · Friendly Follow-Up

"Hi there, [Your Name] again, following up on what you asked about. I've got a couple of options I think you'll like. Call me back and I'll walk you through them."

Voicemail 3 · Easy Close

"Hey there, I don't want this to slip through the cracks. Whenever you're ready, I'm here to help. My number is [number]. Talk soon."

How To Record & Send Them

1
Record On Your Phone

Open the Voice Memos app and record each clip. About 15 to 25 seconds is perfect.

2
Email The Files

Send them all to [email protected].

3
No Rush

It is OK if you do not upload them now. We will need them before we launch.

Important: avoid these words

Do not say "insurance," "Medicare," or other industry terms in your recordings. Spam filters scan ringless voicemails and will flag them. Just read the scripts and talk like you are leaving a message for a friend. They do not need to be perfect.