Launch approved for the rebuilt Business Growth Assistant snapshot.

Alex thanks the caller and asks whether they are interested in the programs, an existing client who needs support, or want to speak with an advisor. A prospect answers seven questions: name, email, phone, business name, primary growth goal, biggest challenge and preferred follow-up method. Alex then offers a free consultation. If the prospect accepts, the Growth Consultation is booked, the time is confirmed and the team is emailed. If the prospect declines, or the booking cannot be completed, the details are saved and the team is emailed to follow up by the preferred method. An existing client gives their name, phone and request, which is saved to the activity log and emailed to the team. A caller who asks for an advisor is transferred during office hours; when nobody answers or the office is closed, Alex takes the same support request.

Install the snapshot, set up the Growth Consultation with the advisor, hours and meeting link and publish it, enter the advisor phone, from-number and hours on the transfer step, connect an email sender and confirm the team support address, add approved program information to a knowledge base, assign the agent to the business line, run the acceptance calls with a synthetic prospect, then activate.