Setup after a YES¶
The moment they say yes — work fast, in this order:
1. Capture (during the call)¶
Write straight into the Call Log row:
- Name + business name
- Mobile (the number Polly will be on)
- Email (for SMS + email alerts)
- Trade category (plumber / electrician / gas / etc.)
- Mobile network (Vodafone, EE, O2, Three, Sky, Tesco, GiffGaff) — needed for the right forwarding code
- Town + typical job value (for case studies later)
2. Tell them what happens next¶
"Right, brilliant. Two things: you'll get a test call from the AI in the next hour so you can hear it — that's the same voice your customers will hear. Then I'll text you a forwarding code that turns on the AI when you don't pick up. Takes 5 seconds to dial. After that you're live. Sound good?"
3. Hand off to Matt — same hour¶
Drop Matt a Telegram message with the row from the call log. Matt will:
- Clone Polly with the trade's business name + callback name baked in
- Buy a second UK number (one per pilot for Option A — see Onboard a new pilot)
- Send the trade a verification test-call from Polly
- Send the trade the right forwarding codes for their network
4. Day 6 — payment text¶
On day 6 of the free trial, Matt sends the trade:
"Trial ends tomorrow — keep it running at £99/mo? Reply YES."
- YES → send Stripe payment link → live customer.
- Silence or NO → text them the cancel forwarding code (
##002#), thank them, log the outcome.
The 4 forwarding codes Katie needs to know¶
The trade dials these from their own mobile — turns on Polly, turns it off. Don't read these out on a cold call; they go in the post-yes SMS.
| Code | What it does |
|---|---|
**61*+447488896189# |
When no answer (e.g. 20s) → Polly |
**62*+447488896189# |
When phone unreachable → Polly |
**67*+447488896189# |
When busy on another call → Polly |
##002# |
Cancel ALL diversions |
(For brother + first ~5 pilots we'll swap in the pilot-specific UK number — see Onboard a new pilot.)