Congrats! you are about to start working with Exceed.ai, which means you'll have more deals in less time!
These are the required steps towards going live:
- Virtual Assistant
Set up your Virtual Assistants and email traffic.
- Set up your Sequences and test them
You can test each email individually or the entire sequence
- Team & Roles
You can add additional people, i.e. Assigned Reps
- My Account
Setting up your account details and preferences
- Project Settings
Review your time zone, Automation, ROI setting and more
Not mandatory to go live, however, you can already update the existing ones
- Qualification Questions
In case you have any qualification questions and qualifying answers in mind, simply add it on sequence tab and we'll train the AI engine accordingly
Once you think you are ready to go, check out this article to cross each item off the checklist