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Get your first paying AI client live.
The AI Service Launch Checklist: a concrete, step-by-step list from positioning to your first live, paying client on a white-label AI service. The same checklist behind the Konvy partner launch.
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Week 1
Position & price
Pick the priority vertical (home services / veterinary / legal / other)
Name the AI service line (your brand, not Konvy's)
Decide your client pricing tiers (3 packages, anchor in the middle)
Write the one-sentence value proposition
Identify 5 existing clients to approach first
Draft the new-service announcement to your client list
Set up the white-label domain (yourbrand.youragency.com)
Configure brand colors, logo, email sender in Konvy
Decide who owns the new service line and who handles client support
Block your launch week on the calendar
Week 2
Build the playbook
Configure the AI receptionist persona (voice, tone, hours)
Set up booking integration with the client's scheduling tool
Write the messaging follow-up sequences (lead → booked)
Configure the review request flow with timing rules
Set up the unified inbox (calls, SMS, web, social)
Create the client-facing monthly report template
Configure compliance defaults (recording disclosure, opt-outs)
Test calls end-to-end with a colleague pretending to be a customer
Write the client onboarding doc (your brand, your voice)
Build the kickoff call agenda (45 min, 5 sections)
Week 3
Land the first client
Schedule kickoff calls with your top 3 candidate clients
Run the Lead Leakage Audit on each before the call
Walk the client through the audit number on screen
Walk the client through the demo: inbound call, follow-up, review
Send the proposal within 24 hours of the call
Get signature on month-to-month or quarterly terms
Set the go-live date (as fast as your setup allows)
Set up the client account, port their main number
Train the AI on their FAQs, services, common objections
Notify their existing customer base via email & SMS
Week 4
Operate & expand
Monitor day-1 call quality; jump on any flagged conversations
Send the day-3 partner check-in note to the client
Review the first week's metrics with the client at day 7
Resolve any AI persona issues based on real-call review
Send the first weekly report (every Monday going forward)
Schedule month-1 review call with the client
Identify the next 3 clients from your list to approach
Document anything you customized for replay on next client
Get a written reference / quote from your first client
Add 1 new vertical playbook variation if pattern repeats
Schedule cohort office hours with your Konvy rep
Plan the month-2 expansion: who, when, pricing
Want this run with you, not by you?
The Konvy partner launch takes you from kickoff to your first client: the same checklist, plus the team building it on the call.
Book a call now