{"id":363,"date":"2026-10-05T10:18:13","date_gmt":"2026-10-05T10:18:13","guid":{"rendered":"https:\/\/steadycall.site\/solutions\/?page_id=363"},"modified":"2026-10-05T10:18:14","modified_gmt":"2026-10-05T10:18:14","slug":"onboarding-process","status":"publish","type":"page","link":"https:\/\/steadycall.site\/solutions\/faqs\/onboarding-process\/","title":{"rendered":"What Does the Onboarding Process Look Like?"},"content":{"rendered":"\n
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\n Onboarding FAQ<\/span>\n

What Does the Onboarding Process Look Like?<\/h1>\n

A direct walkthrough of how SteadyCall takes you from a first conversation to a live AI voice assistant answering your business calls \u2014 including timelines, costs, and what you need to confirm on your end.<\/p>\n

\n Book a discovery call<\/a>\n See the FAQs<\/a>\n <\/div>\n<\/header>\n
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SteadyCall’s onboarding is a fully managed, five-step process: a discovery call, setup fee payment, an onboarding call, your assistant and phone number going live, and access to your private dashboard. From the moment payment is made, it takes about one week to go live. The setup fee starts from $2,000 and scales with how complex your call-handling needs are, and the monthly subscription starts at $500 plus any usage beyond your base allocation, which you can track in real time.<\/p>

The Five Steps, In Order<\/h2>
  1. Discovery call.<\/strong> You walk through how your business currently handles calls, what is going wrong, and what you want the assistant to do \u2014 answer, make outbound calls, or both.<\/li>
  2. Setup fee payment.<\/strong> Once scope is agreed, the setup fee is invoiced. This fee is non-refundable once work begins, so this step typically happens only after both sides are confident in the scope.<\/li>
  3. Onboarding call.<\/strong> This is where the specifics of your assistant get worked through in detail \u2014 call scenarios, how it should represent your business, and how your phone number will be set up.<\/li>
  4. Assistant and phone number go live.<\/strong> Your AI voice assistant and dedicated phone number become active and start handling calls according to what was configured.<\/li>
  5. Dashboard access.<\/strong> You receive your private dashboard showing assistant activity, call transcripts, plan usage, and analytics.<\/li><\/ol>

    A discovery call before implementation is a common first step in B2B software and service onboarding generally, which is part of why SteadyCall structures the process this way \u2014 it reduces the chance of building the wrong thing before any fee is paid.<\/p>

    What SteadyCall Needs From You<\/h2>

    To move through onboarding in roughly a week, you should come prepared with a clear picture of your current call volume and pain points, examples of the calls you want handled (and which ones you do not), any specific language or information the assistant needs to represent your business accurately, and a decision-maker available for both the discovery and onboarding calls. The more defined this is going in, the fewer rounds of back-and-forth are needed before go-live.<\/p>

    \"Two<\/figure>

    What Goes Live, and What Stays With You<\/h2>

    At go-live, your assistant is answering and\/or making calls 24\/7, and your dashboard gives you visibility into every call \u2014 transcripts, activity, and usage against your plan. How SteadyCall works<\/a> covers the day-to-day mechanics once the assistant is live, but onboarding itself is specifically about getting from zero to that point.<\/p>

    Where a Human Still Needs to Be Involved<\/h3>

    Onboarding is also where you and SteadyCall define the boundaries of what the assistant handles versus what gets routed to a person on your team. That configuration is a conversation during the discovery and onboarding calls, not a fixed template \u2014 your business, your call types, and your risk tolerance for the assistant acting on your behalf all shape where those lines are drawn.<\/p>

    Onboarding tends to move fastest when you can describe your actual call patterns clearly before the setup fee is paid \u2014 vague scope at the discovery stage can add time to the process.<\/p><\/blockquote>

    Pricing and Terms to Understand Before You Commit<\/h2>