Implementation BlueprintExecution layer

Heyy Client Onboarding Sprint (7-10 days)

A repeatable 7-10 day sprint that takes a new client from Heyy workspace setup to a live AI employee handling lead capture and support across WhatsApp, Instagram, Messenger, and Live Chat, with the Mini-CRM and shared inbox wired into the client's front-desk workflow. Time: 7-10 days.

By InnovaAI ResearchPublished

AI Chatbots

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Blueprint

Heyy Client Onboarding Sprint (7-10 days)

A repeatable 7-10 day sprint that takes a new client from Heyy workspace setup to a live AI employee handling lead capture and support across WhatsApp, Instagram, Messenger, and Live Chat, with the Mini-CRM and shared inbox wired into the client's front-desk workflow.

Prerequisites
  • Client grants admin access to their WhatsApp Business, Instagram, and Facebook Messenger accounts so channel connections can be authorized inside Heyy
  • A signed scope covering one AI employee, up to 3 channels, and a defined lead qualification script
  • Client's top 20 FAQ answers and brand voice notes collected in a single document before day one
  • A Heyy plan selected: Hobby at $49/month for a single-channel pilot, Pro at $149/month for multi-user teams, or Ultra at $499/month for high-volume clients
  • Front-desk staff identified and available for a 60-minute inbox training session in the final two days
Execution Timeline
  • 1.Create the client's Heyy workspace and connect WhatsApp, Instagram, Messenger, and the website Live Chat widget
  • 2.Confirm the plan tier against the client's expected monthly message volume and user count
  • 3.Document which channels are live versus pending verification so the client knows what is testable
  • 1.Define the AI employee's role: lead capture and qualification from inbound messages, support ticket routing, and 24/7 FAQ responses
  • 2.Load the client's top 20 FAQ answers into the response library
  • 3.Set the AI employee's tone and escalation rules for questions it cannot answer
  • 1.Build no-code automations for the lead capture sequence, including contact tagging in the Mini-CRM
  • 2.Configure qualification questions that route high-intent leads to a sales follow-up path
  • 3.Map support keywords to routing rules so ticket-type messages bypass the sales flow
  • 1.Set up the shared inbox so the client's front-desk team sees every conversation in one place
  • 2.Assign inbox permissions and notification rules per staff member
  • 3.Test the Mini-CRM contact tagging end to end with three sample leads
  • 1.Run cross-channel tests on WhatsApp, Instagram, Messenger, and Live Chat with the same script
  • 2.Log every failure point and fix the automation branch that caused it
  • 3.Verify that lead records land in the Mini-CRM with the correct tag and source channel
  • 1.Schedule the first campaign in Heyy for a re-engagement or follow-up sequence
  • 2.Confirm campaign send windows respect the client's business hours
  • 3.Check that campaign replies flow back into the shared inbox rather than a separate thread
  • 1.Train client staff on inbox handling, manual takeover from the AI employee, and Mini-CRM updates
  • 2.Hand over a one-page escalation guide for messages the AI employee should not answer
  • 3.Run a live role-play where staff take over a conversation mid-thread
  • 1.Review the first 48 hours of live conversation logs with the client
  • 2.Tune FAQ responses that produced follow-up questions or drop-offs
  • 3.Adjust qualification thresholds if too many low-intent leads are reaching sales
  • 1.Deliver the handover pack: channel map, automation inventory, and Mini-CRM tag glossary
  • 2.Agree the monthly retainer scope covering monitoring, FAQ updates, and campaign scheduling
  • 3.Set the reporting cadence for lead volume and response-time metrics
  • 1.Close the sprint with a 30-minute review against the definition of done
  • 2.Flag any channel still pending verification and the owner responsible for it
  • 3.Confirm the client's plan tier is right-sized before the first billing cycle renews
$49-$499/month for the client's Heyy plan (Hobby $49, Pro $149, Ultra $499), plus agency setup time of 20-30 hours; annual billing reduces these to $41, $125, and $416 respectively.7-10 days
ROI Logic

Agencies charge $150-$500/month per client retainer on the Pro or Ultra plans, so a single Pro client at $149/month costs the agency roughly 30-50% of a $300-$500 retainer before labor. The setup sprint itself is a one-time $2,250-$3,500 fee at typical agency day rates, which means the first month of retainer plus setup already covers the tool cost and the delivery hours. Margin improves as the same automation templates get reused across e-commerce, real estate, or support-heavy clients, cutting setup time on each subsequent onboarding.

Deliverables
  • Live Heyy workspace with one AI employee deployed across the client's selected channels
  • Mini-CRM tag glossary and lead qualification script documented for the client's team
  • Shared inbox configured with staff permissions and escalation rules
  • First scheduled campaign in Heyy with send windows and reply routing verified
  • Handover pack containing channel map, automation inventory, and staff training notes
Definition of Done

The client's Heyy AI employee answers a live inbound message on every connected channel, creates a tagged Mini-CRM contact, and routes a support-type question to the shared inbox without agency intervention.

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