Implementation checklist

Understand the ASC onboarding process, what to expect before launch, and what you need to complete.

Use this page to understand how ASC moves your account from kickoff to live service.

The process is structured. We confirm your goals, approve your script, validate your setup, and prepare your team for launch.

Responsibilities and expectations

What you do

• Share your business goals and call handling needs.
• Join training and review the Client Portal guide.
• Review scripts and approvals quickly.
• Confirm billing and autopay details.
• Test the live workflow before launch.

What ASC does

• Lead onboarding and live training sessions.
• Share best practices for your workflow.
• Configure and validate your account setup.
• Support launch and early adoption.
• Review integrations when they are in scope.

What to expect during implementation

1

Kickoff and discovery

Your implementation specialist starts with a welcome call or Zoom meeting.

We review your business goals, call handling expectations, relays, escalations, enabled features, launch timing, and billing expectations.

2

Script review and approval

ASC drafts your script based on the agreed scope.

You review it, request revisions, and give final approval before setup moves forward.

3

Account setup

After script approval, ASC configures your account for launch.

This includes your script, message flow, notification paths, and any agreed features or integrations.

4

Pre-launch confirmation

Before launch, ASC completes final quality checks and sends your launch confirmation.

The notice includes your activation date, account details, and the guides your team needs for day-one use.

5

Go live

On launch day, ASC activates your account and begins handling calls.

We monitor early activity closely and address needed adjustments as quickly as possible.

6

First-month oversight and transition

Implementation remains your primary contact through the first full calendar month.

We support questions, adjust scripting if needed, monitor adoption, and help your team settle into the workflow. After the first full calendar month, we introduce your dedicated Customer Success contact and complete a warm handoff.

Launch checklist

Use this list to stay on track before activation.

Business and scope

• Confirm your business goals and launch date.
• Confirm business hours, holidays, and after-hours coverage.
• Confirm how ASC should handle routine, urgent, and lead calls.
• Confirm what information agents should collect from callers.

Script and workflow approval

• Review the active script in Scripts.
• Confirm greeting, intake questions, and escalation language.
• Approve relays, escalations, and other special workflows.
• Sign off on the final script before setup begins.

Portal, messages, and notifications

• Confirm the right users can sign in.
• Review access in Accounts and users.
• Review Messages and Oncall calendar.
• Confirm delivery methods, contact order, and escalation timing.

Billing and launch readiness

• Confirm billing contacts and autopay expectations.
• Review Billing and payments.
• Place a live test call before launch.
• Confirm your team has the guides needed for day-one use.

First-month checkpoints

10 business day touchpoint

ASC reviews:

• utilization trends
• message quality
• client feedback
• operational friction points
• autopay confirmation

One-month review

ASC reviews:

• first full month usage
• overage patterns
• plan alignment
• first invoice timing
• client satisfaction

If usage exceeds plan expectations, we discuss the right next step.

What ASC needs from you

• Timely script feedback and approvals.
• Clear escalation and contact information.
• Confirmation of business hours and call handling rules.
• Participation in training and launch testing.

Support and training

Use these channels during onboarding and after launch:

• Help Center
• Email: [e-mail]
• Billing: [e-mail]
• Live chat: answeringservicecare.com
• Phone: [phone]

Related pages

• Quickstart
• User Portal
• Customer resources
• ASC Zapier App