SiteSignalHQ Onboarding Guide: What to Expect in Your First 30 Days
New SiteSignalHQ clients often ask: what should I expect in the first month? Here’s a week-by-week breakdown of what the typical onboarding journey looks like and what milestones you should reach.
Week 1: Setup and Configuration
Days 1-2: Account setup, business profile completion, and initial AI configuration. Days 3-4: Knowledge base training session with your account manager (60-90 minutes). Day 5: Test calls and refinement. By end of Week 1, your AI is live and handling calls. First milestone: your first after-hours call captured that would previously have gone to voicemail.
Week 2: Real-World Refinement
Your first real customer calls reveal edge cases not covered in the initial knowledge base. Your account manager reviews call transcripts with you, identifies any gaps, and updates the knowledge base accordingly. By end of Week 2, your AI is handling 90%+ of calls without any issues requiring knowledge base updates.
Weeks 3-4: Optimization and Results Measurement
With a refined knowledge base, you’re now tracking results: answer rate improvement, new appointment bookings from AI-handled calls, after-hours captures, and SMS follow-up engagement. Your 30-day review with your account manager benchmarks results against your pre-implementation baseline. Most clients at this stage are seeing 10-25% more appointments than before implementation.