The Process
The platform is already built. 28 agents across 6 divisions. We configure it for your CRM, your data, and your workflow. Two weeks to deploy. Two more to dial it in. Then it runs.
Section 01
This is the work that separates a deployment from an expensive disaster. Every item gets completed before a single agent touches live data. We’ve seen what happens when people skip this. You won’t.
| Item | What We Need | Owner | Due |
|---|---|---|---|
| CRM Access | Admin credentials or API token for your CRM. Full read/write to Leads, Opportunities, Tasks. Not “view only.” Not “I’ll ask my admin.” Full access. | Client | Before kickoff |
| Twilio Account | Your Twilio credentials, A2P 10DLC registration, and DID inventory. You own your numbers. You are the caller of record. We connect to them — we don’t own them. | Client | Before kickoff |
| Claude API Key | Your Anthropic API key. Agent inference runs on your account, billed to you. We configure the routing — you pay for the tokens. | Client | Before kickoff |
| BatchData Credentials | API key + data package confirmation. Waterfall enrichment verified active. If your subscription lapsed, fix it before we start. | Client | Before kickoff |
| Buyer List Export | Full buyer database (CSV). Required: name, phone, email, buy criteria, markets, last purchase date. Buyer matching is only as smart as the data you feed it. | Client | Before kickoff |
| Scripts & Templates | ISA scripts, follow-up sequences, email/SMS templates, objection responses. The agents run your playbook, not a generic one. No scripts = no deployment. | Client | Before kickoff |
| Team Roster | Every human on your team: name, role, CRM username. Watchdog scores real people, not phantom users. We need the real org chart. | Client | Before kickoff |
| Baseline Metrics | Last 90 days: deal volume, conversion rates, CPL, close rate, avg days-to-close. This is the “before” photo. No baseline = no way to prove ROI. We both want receipts. | Both | Before kickoff |
| Margin Targets | Your MAO formula: target assignment fee, max rehab assumption, holding cost config. OfferEngine runs on your numbers, not industry averages. Get them wrong and it makes bad offers. | Client | Before kickoff |
We need everything before kickoff. Not Week 1. Not “I’ll get it to you.” Before kickoff. The faster you deliver, the faster 28 agents are working your pipeline.
Section 02
The platform is already built. Your onboarding isn’t a construction project — it’s a configuration. We plug your operation into a system that’s ready to run.
Section 03
Every delayed deployment we’ve ever seen started with someone confused about who does what. This section exists so that never happens. Read it twice.
Section 04 — Your Investment
Half the setup on signing. The other half when your 28 agents go live — because we don’t collect on work that isn’t proven. Monthly license starts the day agents start working. The first 90 days include enhanced support with weekly calls and active tuning. After that, managed operations at a lower rate.
We’ll walk you through costs, API estimates, and payment terms on the audit call. No surprises.
Section 05 — Scope & Change Orders
Scope creep kills projects. Not ours. Everything on the left is included. Everything on the right costs extra. The line between them is not a suggestion.
Small stuff? Requests under an hour get handled in your next monthly review. No paperwork. No charge.
Everything you just read is the engagement — deployment, tuning, managed operations, scope boundaries, and payment terms. No hidden addendums. No surprise clauses. You know exactly what you’re getting and exactly what we expect from you.