Congratulations on taking the right step to set your business up for long-term success. We are pleased to have you, personally support your journey and set the foundation for your success. Every aspect of this setup and onboarding experience has been thoughtfully designed by our team to deliver a seamless, elevated, and highly impactful outcome for you and your business.

What is Curated for You:

Your onboarding experience is divided into four carefully curated phases:

1. Pre-Onboarding Survey

You will begin by completing a short pre-onboarding survey. This allows us to gather essential information about you and your business, which will be used to properly configure your Relizon BGM system and implement your AI features with precision.

Three Personalized Onboarding Calls

Your onboarding includes three dedicated one-on-one calls with our team:

2. Technical Setup Call (60 minutes)

This session is focused on the technical foundation of your account. During this call, our team will:

Review your account configuration and system settings

Verify that all integrations are connected and functioning correctly

Confirm domain, email, calendar, and communication setups (where applicable)

Identify and collect any missing information required to complete the setup

Address technical questions or blockers that could impact performance

The goal of this call is to ensure your platform is technically sound and ready before moving into training and AI employee activation.

3. Platform Training Call – Relizon BGM (60 minutes)

This call is dedicated to hands-on training on the Relizon platform and its core features. During this session, you will learn how to:

Navigate the Relizon dashboard and account structure

Manage contacts, conversations, pipelines, and calendars

Use automations, workflows, and reporting tools

Understand key features and best practices for daily use

Optimize your processes using the full Relizon feature set

This session ensures you feel confident and self-sufficient using the platform.

4. AI Implementation & Activation Call (60 minutes)

The final call focuses on activating and configuring your AI employees so they work specifically for your business. During this call, we will:

Activate and configure your AI solutions, including:

Voice AI Receptionist

AI Concierge

Review AI Manager

Customize AI behavior, logic, and responses based on your business needs

Review call handling, messaging flows, and escalation rules

Test AI performance and make real-time adjustments

Train you on how to monitor, manage, and optimize your AI employees

The goal of this session is to ensure your AI employees are fully operational, aligned with your brand, and delivering value immediately.

Completion & Activation

Once the three onboarding calls are complete, your account will be fully configured with operational AI agents, ready to support your business with automation, efficiency, and intelligent growth.

Our goal is to provide a refined, high-touch onboarding experience—so you can confidently scale with Relizon BGM and focus on what matters most: leading and growing your busines