Alphie Client Retainer Setup (Onboarding)

Alphie Client Retainer Setup (Onboarding)

1. 01

   Create a new Alphie account for the client

   Use the client's domain and billing email. Select the Startup plan ($759/year) or Pro plan ($1,599/year) based on their traffic volume and need for contact-level enrichment.

2. 02

   Deploy the Alphie tracking script and AI chat widget

   Install the JavaScript snippet on the client's website. Verify the widget appears on every page and that the real-time company identification fires in under 1 second.

3. 03

   Define Ideal Customer Profile (ICP) scoring rules

   In the Alphie dashboard, set firmographic filters (industry, company size, location) and behavioral signals (pages visited, time on site) to score visitors. Assign threshold scores for high-ICP alerts.

4. 04

   Configure Slack alert routing

   Connect the client's Slack workspace. Set up instant alerts for high-ICP visitors, including the full lead dossier. Test the live-chat and call-from-Slack features with a sample lead.

5. 05

   Integrate the client's CRM

   Choose HubSpot, Attio, or Salesforce from the integrations list. Map fields for lead export (e.g., company name, contact email, ICP score). Enable automatic lead routing for qualified prospects.

6. 06

   Customize AI chat behaviors and personalized content

   In the widget settings, tailor the AI conversation flow to the client's tone. Add personalized content blocks based on visitor ICP score. Set up AI-powered scheduling for meeting booking.

7. 07

   Launch automatic outbound campaigns for dropped-off prospects

   Configure the warm outbound sequences for visitors who leave without converting. Set triggers based on ICP score and exit intent. Test email delivery and tracking.

8. 08

   Hand off to the client's sales team

   Provide a walkthrough of the Slack alerts, CRM lead records, and campaign performance dashboard. Document the retainer scope, including monthly optimization of ICP rules and campaign tweaks.