The first 30 days after the purchase

Whether a customer stays is decided in the first month. The process from sign-up to the monthly review, warning signs and how you support the customer as a partner.

Last reviewed on October 25, 2026

Whether a customer stays is rarely decided in the sales conversation, but in the first weeks afterwards. An agent that takes real calls in the first week and whose summaries land in the inbox becomes part of everyday life. An agent that's still waiting for call forwarding after two weeks gets cancelled. This page shows the process that works and where you step in.

The process

Period	Goal	Who
Day 0	Account in place, agent created from a template	customer, with you via screen sharing
Days 1 to 3	Prompt and knowledge fit, first test in the browser	customer or you
Days 3 to 7	First real call via the familiar number	customer with their phone provider
Weeks 2 to 4	Fine-tuning from real conversations, team involved	customer, you on a weekly basis
Day 30	Review, next step	both of you

1. Day 0: sign-up

The customer signs up via your partner link or enters your partner code, at the latest before their first payment. Only then are they assigned to you.
They choose the plan and payment interval and add their credit card.
They set up two-factor authentication, see Account and security.
They create their first agent from a template, see Getting started.

2. Days 1 to 3: prompt and first test

Fill in the parts in square brackets in the prompt: company name, address, opening hours, services.
Upload the price list, service description or house rules as a PDF to the knowledge base.
Test the agent in the browser and ask the questions that callers really ask.
Set up the email after the call so that the team immediately sees what the agent captures.
If needed, connect appointments via Cal.com.

3. Days 3 to 7: the first real call

Buy a number and assign it to the agent, or connect a SIP number, see Connect a number.
Set up call forwarding with the provider. To start with, forwarding when unanswered fits: the team keeps answering when it can, and the agent takes care of the rest.
Call the familiar number from another phone and check whether the call appears in the Call History.

4. Weeks 2 to 4: fine-tuning and acceptance

Once a week, read five to ten transcripts together. Where did the agent talk too long, ask follow-up questions, not know something?
Improve the prompt in small steps, one change at a time, see Writing a good prompt.
Sharpen the transfer rules if the customer uses Pro.
Involve the team: who gets which email, who calls back, who maintains the prompt.
Keep an eye on usage under Usage and talk about the automatic minute packs.

5. Day 30: the review

Sit down with the customer after one month:

Question	Where to find the answer
How many calls did the agent take?	The Dashboard home page and Call History, see Analytics
Do the allowance and plan fit?	Usage and Billing › Minute packages
What couldn't the agent resolve?	Transcripts with callback requests or transfers
What comes next?	for example a second location, appointments, a webhook into the CRM or campaigns

A plan change applies from the next billing period. Monthly subscriptions renew every month, so the review shortly before the first renewal is the right time.

Warning signs

Sign	What's usually behind it	What you do
No calls in the call history	Call forwarding missing or not working, number without an agent	Check the forwarding, check the Agent column under Phone Number
Many very short conversations	Greeting too long or unclear	Shorten the greeting and end it with a question, such as "How can I help you?"
The agent asks for details that are already known	Prompt incomplete	Fill in the parts in square brackets
Notice Included minutes used up	Allowance used up, automatic packs off	Book a pack or switch on automatic packs
Notice Unpaid invoice	Card expired or declined	Update the card under Billing
The customer no longer signs in to the dashboard	The benefit isn't visible	Bring the review forward, set up the email after the call

How you support the customer as a partner

When	Contact
Day 0	Sign-up and first agent, together
Day 3	Short call: is the forwarding in place, has the first real call come in?
Day 7	Read the first transcripts together
Day 14	Fine-tuning, add transfers and knowledge
Day 30	Review and next step

For work in the customer's account, you need their permission, see Partner account and partner access. When referring, this support is your own service, which you can bill for yourself, see Pricing setup and ongoing care.

Keeping customersWhy customers stay or leave and what you do.Common support casesWhat typically gets stuck after launch.Getting startedThe path to the first call, step by step.

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