Setup & Maintenance

Technical implementation and continuous evolution.

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How It Works

🔄 Part-Time Model

Non-full-time technical service. Demands organized and prioritized weekly. Deliveries always from one week to the next.

📅 1 Weekly Meeting

Every week: collect demands, set priorities, validate implementations and adjust flows and processes.

👤 Consultive Support

Dedicated AVPIA specialist focused on your commercial performance throughout the project.

📈 Continuous Evolution

Roadmap with improvement suggestions and constant optimization. Direct support via dedicated channel.

What's Included

1. Contact Management & Data Migration

  • Import from RD Station, HubSpot, Pipedrive, PipeRun and other CRMs
  • CSV spreadsheet import
  • Field mapping (name, email, phone, company and custom fields)
  • Tag, status and lead source organization
  • Imported data validation

Does not include advanced database cleaning, complex deduplication or data enrichment.

2. Email, Domain and Subdomain Setup

  • Technical email integration (SMTP/API)
  • Subdomain creation support (e.g.: mail.yourdomain.com)
  • DNS configuration: SPF, DKIM and DMARC (basic)
  • Send and receive tests

Client is responsible for the domain and DNS access.

3. Workflows & Automations

  • Creation, adjustment and optimization of automations
  • Lead entry and qualification
  • Automatic distribution
  • Automatic follow-ups
  • Pipeline status changes
  • Tasks for sales team

Does not include copy creation or commercial scripts from scratch.

4. Pipelines & Commercial Processes

  • Pipeline structuring (Inbound, Outbound, SDR, Post-sale)
  • Stage standardization and owner definition
  • Stage triggers
  • Scale-ready organization

5. AVPIA – AI Virtual Prospecting Agent

  • Conversational flow structuring
  • MQL / SQL criteria configuration
  • Behavior adjustments based on feedback
  • Integration with pipelines, workflows, calendars

6. WhatsApp, Conversation AI & Voice

  • WhatsApp technical configuration
  • Channel flow organization
  • Automatic message adjustments
  • Pipeline and calendar integration
  • Conversation AI and Voice setup (if contracted)

7. Forms, Webinars and Chat

  • Technical form configuration and automation integration
  • Webinar / event technical setup
  • Confirmation and reminder automations
  • Chat / Live Chat configuration with AVPIA

Does not include visual design or copy.

8. Account Organization & Optimization

  • Tag and field standardization
  • Nomenclature organization
  • Obsolete automation cleanup
  • Scalability structuring

❌ What's Not Included

  • Visual design and page or email layouts
  • Copywriting and campaign creation
  • Complete marketing or sales strategy
  • External integration development (Make/N8N/Zapier)
  • Technical support for external systems

Who Is This Plan For?

  • Companies that want to implement AVPIA correctly
  • Teams that need to organize their commercial operations
  • Teams that want to automate processes without an internal team
  • Businesses seeking weekly evolution with structured support

AVPIA Setup & Maintenance

  • 1 weekly strategic meeting
  • Dedicated AVPIA specialist
  • Data migration and CRM
  • Automations and workflows
  • WhatsApp + AI configured
  • Weekly continuous evolution

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