Days 1-2
Set the foundation
Choose your trade, connect WhatsApp, confirm your intake flow, and make sure the team understands where new opportunities will appear.
First 14 days
What a strong CustomerFlows rollout looks like
The first two weeks should feel like getting set up, seeing your first qualified opportunities, and learning which pieces of the system make your team faster.
How the first two weeks usually unfold
Think of the first two weeks as a rollout window: get the workflow live, bring in real conversations, then tighten the system with what you learn.
Days 3-5
Start capturing real conversations
Bring real inquiries into the system, review the qualification flow, and tune any trade-specific questions so your team gets the right context.
Days 6-10
Shape the pipeline around how you actually work
Invite teammates, adjust stages if needed, and start watching where deals slow down or need clearer ownership.
Days 11-14
Use the first data to decide what to improve next
Review response time, pipeline movement, and source quality so your next step is informed by real usage instead of assumptions.
What success should feel like
A good rollout is not measured by how many settings you changed. It is measured by whether the team can see, understand, and act on new work more clearly.
The team knows where new work lives
No one is asking whether a lead came in or who owns the next follow-up, because that information is visible in one place.
Your first opportunities arrive with context
Instead of chasing a cold callback list, the team opens a deal card with the essentials already captured.
You can see where to improve next
By the end of the trial, you should know whether to tighten qualification, simplify stages, or adjust your lead sources.
Common rollout questions
A strong rollout is about momentum and clarity, not performing every possible configuration task before the trial ends.
Do I need to finish everything in the first 14 days?
No. The goal is not to complete an implementation project. The goal is to get the live workflow working well enough that you can see where the leverage is.
What if my lead volume is low during the trial?
Even a small number of real conversations is enough to test qualification, handoff, and pipeline clarity. The early value is often in workflow visibility, not just volume.
Can I change the pipeline after setup?
Yes. The templates are there to get you moving quickly, not to lock you into a rigid operating model.
Start the trial with a clear rollout path
Start the walkthrough, choose your trade, and use the first 14 days to see the workflow on real demand.