Summary
Launch fast and avoid missed leads. Follow this checklist to get your team, delivery, and scripts ready in under a day.

1) Account & team

• Add team members; set notifications (email/SMS).

• Define roles: Triage, Estimator, Ops/Install.

2) Territories & caps

• Select ZIPs/states, set daily caps, and choose delivery hours.

• Start moderate; increase after first week once contact rate is stable.

3) Delivery & CRM

• Choose delivery: email, SMS, webhook/API (or all).

• Map fields in your CRM (name, phone, address, roof_type, damage_type, timestamp, consent).

4) Scripts & cadence

• Load Day 0–3 cadence and copy SMS/voicemail scripts.

• Train on objection handling (price, insurance, timing).

5) QA & go-live

• Test a sample lead to each delivery path.

• Confirm first-call SLA alert (e.g., notify if not called within 15 minutes).