Welcome
Your Revenue Infrastructure Setup Starts Here
Montarro will use this information to configure your AI Receptionist, CRM, automations and implementation workflow.
Strategy Call Complete
Completed
Agreement Signed
Completed
Setup Fee Received
Completed
Implementation Roadmap
1
Setup BriefNext up
2
Configuration ReviewUpcoming
3
Infrastructure BuildUpcoming
4
Testing & Quality AssuranceUpcoming
5
LaunchUpcoming
Before You Begin
Takes 10–15 minutes
Autosaves your progress
Complete everything once
Used to configure your AI Receptionist, CRM and automations
Your progress will autosave as you continue.