Partner setup playbook

Follow these seven steps for every pilot client. Matches the PDF in your enablement kit.

1. Step 1

   Try Help Genie on your own business (day 1)

   Create a free account, clone the Business Onboarding demo, and run 5 test questions. You need to feel the product before you sell it.

   Try business onboarding demo →

2. Step 2

   Pick a marketplace template for your pilot client

   Match vertical to client niche. Templates are 80% pre-built; you configure branding and knowledge last.

   Browse templates →

3. Step 3

   Upload client docs and knowledge base

   Gather FAQs, pricing, policies, and service area docs. Upload once; the genie answers from this source of truth.

   Marketplace launch guide →

4. Step 4

   Connect phone number or website embed

   Deploy on the channel your client uses most: dedicated number, web voice widget, or share link.

   Embed and page setup guide →

5. Step 5

   Test 10 common questions

   Run scenarios your client hears weekly: hours, pricing, booking, emergencies, and handoff to humans.

   Lead capture goals guide →

6. Step 6

   Go live and hand off to client

   Share access instructions, set expectations for escalation, and schedule a 30-day review.

   Download PDF playbook →

7. Step 7

   Monthly check-in template

   Review conversation logs, tune knowledge gaps, and propose one optimization per month to retain the client.

   Back to enablement kit →