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Setup after a YES

Locked 2026-06-22. End-to-end is automated — your job is just to capture cleanly + click one menu item.

The moment they say yes, work fast and in this order.

1. Capture (during the call)

Type straight into the active row of the Call Log Sheet:

  • Business name (exactly as Polly should say it on every call)
  • Callback name (their first name)
  • Mobile (07… or +44 7…)
  • Mobile network (Vodafone / EE / O2 / Three / MVNO — informational; the MMI code is the same regardless now)
  • Callback email (for their records / future reports)
  • Urgent keywords (optional — extras for the safety carve-out beyond gas/CO defaults)

2. Tell them what happens next

"Brilliant. In the next minute or two you'll get a text from us with your dedicated number. There's a tap-to-save link in it that adds an 'AI on' button to your contacts — tap it once and you're live. I'll be testing it with you straight after to make sure it works."

3. Send the row for approval

In the Sheet: 🚀 YE Provision → Send active row to Matt for approval.

The Status column changes to queued and Matt gets a one-click approval email. Once approved (usually within minutes), the Status column updates to live with the trade's dedicated YE number filled in automatically.

That's it. The trade receives their welcome SMS at the moment of approval — there's no further action from you.

Quick voice or WhatsApp follow-up:

"You should've just got an SMS from us with two tap-to-save links. Save them both as contacts, then tap 'Polly ON'. Once you've done that, give me a wave and I'll ring you from a different number to test that it picks up."

Then ring them from any other phone, don't pick up, let it ring out — Polly should answer in ~5 seconds. They'll get the job-handoff SMS on their mobile about 20 seconds after the call ends.

5. Day 6 — payment text

Matt sends:

"Trial ends tomorrow — keep Polly running at £99/mo? Reply YES."

  • YES → Stripe link → live paying customer
  • Silence / NO → text them ##002# to cancel all diversions, thank them, log churn reason

What the trade actually sees

Two contacts get saved to their phone:

Contact name What it does
Polly ON One tap → forwards unanswered calls to Polly after 5 seconds
Polly OFF One tap → cancels all forwarding

Full mechanic + per-network details in Forwarding codes.

  • Pricing — £99/mo, 7-day free trial, no card
  • Objections — common "what if it sounds robotic" answers
  • ICP — quick check this trade is in the wheelhouse