Kickoff Call (Day 1, 45 minutes)
We hop on a Zoom call and walk through:
- Your current lead process (what's working, what's broken)
- Your phone system (we'll integrate with your existing number)
- Your team structure (who needs access to ThreadRail)
- Your goals (what does success look like in 90 days?)
We record everything so you don't need to take notes. By end of call, we have a clear setup plan.
Step 1 Screenshot
ThreadRail AI Goes Live (Day 1-2)
We configure your AI receptionist:
- Train it on your firm's info (services, pricing, team names)
- Set up call routing (when to answer, when to transfer to you)
- Forward your phone number (takes 24 hours for telecom switch)
- Test it with 10+ sample calls (you can listen to recordings)
You approve the voice and scripts before we go live. Once live, ThreadRail AI answers 24/7. You can turn it off anytime.
Step 2 Screenshot
CRM Setup & Import (Day 2-3)
We build your lead management system:
- Import your existing leads (from spreadsheets, old CRM, etc.)
- Set up your pipeline stages (New → Contacted → Proposal → Won)
- Configure automation (email sequences, SMS reminders)
- Connect your email & calendar (Gmail, Outlook, etc.)
We add your team members and set permissions (who sees what).
Step 3 Screenshot
Team Training (Day 3, 30 minutes)
We train your team on ThreadRail:
- How to view new leads
- How to move leads through pipeline
- How to send emails & SMS from the system
- How to run reports (where leads come from, conversion rates)
We record the training session so you can re-watch anytime. We also give you access to our video library (50+ tutorials).
Step 4 Screenshot
You're Live (Day 3+)
ThreadRail is now capturing every lead:
- AI answers calls (you get notification + transcript)
- Leads auto-log to CRM (no manual entry)
- Follow-up emails send automatically
- You see real-time pipeline updates
We check in after 7 days, 30 days, and 60 days to optimize. If anything breaks, we fix it same-day (UK business hours).
Step 5 Screenshot
Everything Included in Your ThreadRail System
ThreadRail AI (Receptionist)
- •Unlimited inbound calls
- •24/7 availability
- •Call recording & transcripts
- •Smart call routing
- •Voicemail transcription
- •Multi-language support (coming soon)
ThreadRail CRM
- •Unlimited contacts & deals
- •Pipeline management
- •Email & SMS automation
- •Calendar integration
- •Task & reminder system
- •Reporting & analytics
- •Mobile app (iOS & Android)
- •Team collaboration tools
- •Marketing attribution tracking
- •API access (for integrations)
Support & Training
- •1-hour kickoff call
- •Done-for-you setup
- •Team training session
- •Video tutorial library
- •Email support (reply within 4 hours)
- •Phone support (UK business hours)
- •Monthly optimization calls
- •Private Slack channel (Tier 3 only)