Onboarding a new client in week one

The first week determines whether a Foan client churns at month three or stays for years. The difference is whether they had a clear "this is working" moment in the first seven days.

This is the playbook we recommend.

Day 1: Setup

Within an hour of them paying, complete the technical setup:

1. Create their workspace at <your-slug>.foan.me/dashboard. Use the wizard, paste their website, let it scrape.
2. Pick the voice. Match the brand. For a tradesperson go for warm-direct. For a clinic go for calm-professional. For sales go for friendly-confident.
3. Edit the wiki. Read every page Foan auto-generated and fix anything wrong. The most common fixes: opening hours, pricing, "we do not do X" statements.
4. Forward the phone. Set their phone provider to forward to the Foan number. This is usually one config change in their phone provider's portal — five minutes if you have done it before.
5. Make a test call. Ring their forwarded number. Confirm it picks up, sounds right, and lands transcripts in the dashboard.

Send them a one-line message:

"Set up. Try ringing your number. You should hear it pick up within two seconds. Let me know what you think."

Day 3: First check-in

By day three they have probably had real customers ring through Foan. Pull up their /dashboard/calls view and look at the transcripts.

Find one good outcome (booking, qualified lead, useful information given) and send them a screenshot:

"[Customer name] rang last night at 8pm. Foan booked them for Tuesday at 10. Without Foan you would have seen this as a missed call this morning."

This is the moment they fall in love. They have not made the connection yet between "I bought this thing" and "real money is being saved." The screenshot makes it concrete.

If you spot any rough edges in the transcripts (the agent answered a common question wrong, missed an opportunity to upsell, sounded off-tone), fix the wiki on the spot and tell them you tightened it up.

Day 7: Review call

A 20-minute video call. Three things on the agenda:

1. Show them the numbers. Calls answered, bookings made, after-hours rescues, time saved. Use the dashboard analytics.
2. Show them the wiki. Walk them through how it learns from calls and gets better over time. Most clients have not opened the wiki view yet.
3. Pitch the next thing. Now is when you bring up Calendly integration, Slack notify, custom CRM tools, outbound campaigns, branded number. Whatever the next layer is for their business.

End the call by setting expectations for week two:

"I will check in again next week. In the meantime, if anything sounds wrong on a call, screenshot it to me and I will fix it within an hour."

What to watch for in the first month

• Calls answered but minutes used trending high. Suggest the next plan tier before they hit the cap, not after.
• No calls. Either the phone is not actually forwarding (check it), or they have very low call volume (different problem).
• Bookings happening but not in their calendar. They have not connected Calendly or Google Calendar. Push them on it.

What success looks like at month three

If you do this playbook well, by month three the client:

• Cannot imagine going back to voicemail.
• Has connected at least one integration (Calendly, HubSpot, Slack).
• Is on a higher plan than they started on.
• Has referred at least one other business.

That is a 30% recurring lifetime client. Worth the seven days of attention.