Setup and Maintenance
Technical Implementation + Continuous Evolution
Implement, organize, and evolve your operation with AVPIA in a structured way, with continuous technical support — without needing a dedicated team.
The Setup & Maintenance Plan was created for companies that want to operate AVPIA efficiently, with organization and automation, and with weekly strategic technical support.
How It Works
Part-Time Model:
Technical support not full-time.
Technical support not full-timeDemands organized and prioritized weekly.
Continuous evolution of the account.
Deliveries are always made within one week.
1 Weekly Meeting. Every week you will have a strategic meeting to:
Gather new demands.
Set priorities.
Validate what has been implemented.
Adjusting flows and processes
Evolve the operation
Advisory Follow-up
AVPIA specialist dedicated to your commercial performance throughout the entire project period.
Periodic Meetings
Weekly or monthly meetings for data analysis and strategic adjustments to workflows.
Continuous Evolution
Roadmap with indications of improvements and constant optimization.
Direct Support
Direct Support
Dedicated channel via email or Teams to address your needs.
What's Included
1. Contact Management & Data Migration
Importing and organizing contacts from:
RD Station, HubSpot e etc...
Pipedrive, PipeRun e etc...
Other CRMs
CSV Spreadsheets
Field mapping (name, email, phone, company, and custom fields).
Organization of tags, status, and origin of leads.
Validation of imported data.
It does not include advanced database cleanup, complex deduplication, or data enrichment.
Setup de E-mail, Domínio e Subdomínio
Technical integration of email (SMTP/API)
Assistance in creating a subdomain (e.g., mail.yourdomain.com)
DNS Configuration:
SPF
DKIM
DMARC (basic)
Send and receive tests
Note: The client is responsible for the domain and DNS access.
Reputation & Best Shipping Practices
Basic warm-up setup
Adjusting sending limits
Technical guidelines for deliverability
We do not guarantee open rates or inbox placement. We guarantee correct technical configuration and best practices.
Workflows & Automation
Creation, adjustments, and optimization of automations:
Lead entry and qualification
Automatic distribution
Follow-ups
Status change in the pipeline
Tasks for the sales team
Correcting loops and conflicts.
This does not include creating commercial copy or scripts from scratch.
Pipelines & Sales Processes
Structuring pipelines for:
Inbound
Outbound
SDR / Pre-sales
After-sales service / Onboarding
Includes:
Standardization of steps
Definition of those responsible
Triggers by stage
Organization for scale
AVPIA – AI Virtual Prospecting Agent
Structuring the flow of conversation
MQL/SQL criteria configuration
Behavioral adjustments based on feedback.
Integration with:
Pipelines
Workflows
Calendars
WhatsApp, Conversational AI & Voz
(when applicable)
Technical configuration of WhatsApp
Organization of flows between channels
Automatic message settings
Integration with pipeline and schedule
Conversational AI and Voice setup (if contracted)
Forms, Webinars and Chat
Forms
Technical configuration
Integration with automation
Post-shipment actions (tags, stage, follow-up)
Webinars / Events
Enrollment technical setup
Confirmation and reminder automations
List organization
Chat/Live Chat
Configuration and integration with AVPIA
Service rules
It does not include visual design or copy.
Account Organization & Optimization
Standardization of tags and fields
Organization of nomenclatures
Cleaning up obsolete automation systems
Structuring for scalability
On-Demand Implementations
Additional requirements include:
Evaluated weekly
Prioritized by impact
Delivered within the part-time model.
Everything is always planned from one week to the next.
Integrations with External Systems
What we do:
Technical guidance via webhooks
Conceptual support for integrations via:
MAKE
N8N
ZAPIER
Event validation and data structure
What we don't do:
We do not develop external integrations.
We do not configure scenarios in MAKE/N8N/Zapier.
We do not maintain third-party integrations.
We do not provide technical support for external systems.
External integrations are the responsibility of the client or their technical suppliers.
❌ What is not included
Visual design
Page or email layouts
Copywriting
Campaign creation and creative work.
Complete marketing or sales strategy
This plan is technical and operational.
A Clear Plan. No Noise. No Surprises.
Customer Responsibilities
Visual design
Page or email layouts
Copywriting
Campaign creation and creative work.
Complete marketing or sales strategy
This plan is technical and operational.
Who is this plan for?
Implementing AVPIA correctly
Organize your business operation.
Automate processes
Gain efficiency
Evolve weekly
Having structured technical support without the cost of an internal team.
Final Positioning
The AVPIA Setup & Maintenance Plan offers:
Structured technical implementation
Complete account organization
Intelligent automation
Continuous evolution
Accessible and scalable model
No exclusive dedication.
No bureaucracy.
With real operational efficiency.
Implant the AVPIA correctly.
No commitment required. Cancel anytime.
Implement AVPIA correctly, gain efficiency, and progress weekly with structured technical support.
Just structure, organization, and continuous evolution.
No broken automations.
No improvisation.
No internal team.
The Setup & Maintenance Plan was created for companies that want to operate AVPIA efficiently, with organization and automation, and with weekly strategic technical support.
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