From first conversation to a setup you own.
Six stages, about a week from your approval, and roughly 90 minutes of your time in total. You approve every message before anything goes live.
The stages
What happens, in order.
The timings are our plan for each installation. We’ll confirm them with you in the written plan.
Discovery
A short call about how inquiries reach you today: your form, your inbox, who answers, what gets missed. We tell you plainly if Lead Desk isn’t a fit.
Mapping
We map your services, hours, service area and urgent words, and agree what counts as a high-value inquiry. You answer about ten questions.
Approval
A written plan with the fixed price, and every message your customers could receive shown with sample customers. Nothing is built until you approve it.
Configuration
On a screen-share in your Google account, we create the tracker sheet, attach the Lead Desk script with your settings, and connect your website form or a Google Form.
Testing
First in test mode, which records what would be sent and sends nothing. Then one live test with email addresses you control: reply, alert, reply detection and “stop”.
Handover
We show you how to read the sheet, mark leads booked or won, and pause everything in about ten seconds. You get a handover note, and we remove our access unless you choose Care.
Setup checklist
The checklist we work through.
This is the checklist used for every installation, simplified. Items marked “you” need your decision or action.
| Step | Who | Done when |
|---|---|---|
| Intake answered | You + Banira | Services, hours, area, urgent words and booking link confirmed |
| Configuration checked | Banira | Automated config validation passes |
| Messages approved | You | Written approval saved |
| Sheet and script installed | Banira, in your account | Setup completed, permissions granted by you |
| Form connected | Banira | Test submissions create rows |
| Test-mode run | Banira | Urgent, normal, after-hours and spam samples land with the right tier; nothing sent |
| Duplicate and clean-up checks | Banira | The same inquiry twice makes one row; test rows removed |
| Live test | You | Reply and alert arrive at addresses you control; reply time recorded |
| Reply detection | You + Banira | Replying to the test marks it replied at the next hourly check |
| Handover | Banira | Note sent, pause procedure shown, our access removed |
Who does what
Clear responsibilities.
You
- Describe how inquiries reach you
- Approve the messages, rules and price
- Grant access in your Google account during setup
- Send one live test from an address you control
- Tell us if anything looks wrong
Banira
- Write the plan, messages and configuration
- Install and test in your account
- Document how it works and how to pause it
- Remove access at handover
- Fix problems for 30 days after go-live
How we use AI
AI helps us build. People decide.
Banira uses AI tools to research, draft and test faster, which keeps setup prices modest. What runs in your account is rules and templates, not AI.
- AI may draft message options. You choose and approve the final words.
- AI helps write and check code. Automated tests and a person review it.
- Your customers’ data stays in your account and isn’t put into AI tools.