Infinite AI · Client Onboarding

OMEGA ONBOARDING

Setup Requirements Checklist
5% · 3/56
HOW TO USE
Check the box when an item is complete and fill in notes below it. If something doesn't apply, leave unchecked and note "N/A." If unsure, write "not sure" — Chase or Andy will follow up. Progress auto-saves as you type. When done, click Submit Onboarding Form to send everything to the team.
A

Technical Setup

CHASE
3/6
complete
HANDLED
Infinite AI already has Twilio access. Omega still needs to: (1) upgrade the Twilio account from trial, and (2) fill out the brand verification (A2P 10DLC) form directly inside Twilio. Mark is driving this on Omega's side.
Plan: add a sub-domain to Omega's website for Speed-to-Lead and appointment reminders. For mass-blast campaigns, we'll use different email(s). Our CRM picks the sender automatically based on which campaign the message is going out on.
Needed from Omega:
›Sub-domain to use (e.g., go.omega.com)
›Does Omega already own a secondary domain for mass blast, or should we register one?
We need to know what calendar Omega's reps use so we can integrate it into our CRM. Sounds like Outlook from our last call — please confirm.
Also needed — names, phone numbers, and emails of the sales reps so we can create them as users in our CRM and sync their calendars.
›Are the lists already scrubbed? (Federal DNC, State DNC, litigator)
›Any state-level restrictions Omega is aware of for their vertical
HANDLED
Technical POC: Mark
Sales POC: Kevin
Product / Ops POC: To be confirmed by Omega ← open question
HANDLED
Microsoft Teams. Access granted to Chase, Sonny, Juan, and June.
B

Omega Ads Funnel

ANDY
0/9
complete
Webhook? CRM? Email to rep? Spreadsheet?
Leads per day / per week. Last 30-day baseline preferred.
Screenshots or exports from Google Ads are ideal.
C

FMV Funnel

ANDY
0/10
complete
Anything FMV requires us to say or NOT say when contacting their leads?
Default recommendation: YES — separate tag + separate routing logic so reps treat them differently. Confirm.
D

Outbound Funnel

CHASE
0/11
complete
Name each source (ZoomInfo, Apollo, purchased list, scraped, referral). One line per source.
›Pre-scrubbed against: DNC? Bankruptcy? Wireless? Deceased? Litigator?
›What data fields come with each list?
For each source, please provide counts of records that have:
›email
›phone
›mobile
›company name
›industry
›state
›revenue (if available)
PRIORITY
Of everything listed above, which segments have Omega's best historical close rate? Rank top 3.
e.g., companies under $X revenue, under Y employees, younger than Z years.
Have these people been called/emailed by Omega before? When? Through what system?
E

Sales Team Setup

CHASE
0/12
complete
For each rep, please provide:
›Full name
›Mobile
›Email
›Title
›Anything else useful for edification — specialties, industries they close best, years of experience, certifications, or anything that helps the AI tee up the rep and helps the prospect know who they're talking to.
We create each rep as a user in our CRM so calendars sync.
Same format as above. Can overlap with #1.
PRIORITY
We need to know:
›Hours of operation (per rep or team-wide)
›How many appointments each rep can take in a day
›If multiple reps are taking appointments, how should they be round-robined? (Pure round-robin? By lead source? By availability? By skill?)
Any additional routing logic beyond what's in #4 — e.g., deal size, geography, industry assignment.
When our system flags a hot lead needing an immediate human, how do we alert the team?
›SMS blast to all available reps
›Teams channel ping
›Direct phone call to on-duty rep
›Email only
›Other
Does Omega have one today? If not, do they want us to build one (auto-text, auto-email, auto-reschedule cadence)?
Same — is there a current process, or should we build it?
PRIORITY
All lead context (AI conversation summary, qualification answers, flags) lives in our CRM on the contact record. Pick how reps see it:
(a) Reps log into our CRM directly — simplest, no sync.
(b) Push notes into Pipedrive custom fields or note section on the matching contact — reps stay in Pipedrive.
(c) Push to a Teams channel as a formatted message — no CRM login needed.
(d) All of the above.
Pick one primary and one backup.
The exact questions every rep should ask on every call — we bake these into the AI pre-qual so reps get answers before they pick up.
What Omega products/services should the AI listen for pain-points around and flag to the rep?
We need to get as much information as possible about how FMV calls differ from valuation calls so we can tune the AI correctly. Different scripts? Different pricing? Different close? Different objections? Anything else we're missing?
F

Messaging and Offer Finalization

JOINT
0/8
complete
Pick one: Valuation Expert / Advisor / Specialist / Other
Pick all that apply:
›Directional valuation range
›Buyer-readiness review
›Increase-your-value insights
›Other
COMPLIANCE
Words, phrases, or promises reps cannot legally or reputationally make (e.g., "guaranteed sale price," specific buyer names).
The disclaimer language reps use so this is clearly directional, not a certified appraisal.
What exact phrase have Omega's best reps historically used to close the appointment? Give 2–3 variants.
PRIORITY
Fill one row per objection. Add as many as you want.
#Objection (what prospect says)Omega's current responseKnown antidote / what worksWhat AI should say pre-handoff
1
2
3
4
5
What qualifies a booked appointment as a WIN for Omega? (Decision-maker present, revenue over $X, industry match, shows up, doesn't cancel, books follow-up, etc.)
We build the AI's qualification logic around this answer.
Industry quirks, seasonal timing, competitor weaknesses, buyer behavior — anything the best reps just "know" that we can encode into the AI.
Saved 08:43 PM