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Getting Started Guide

From signup to your first booked job:
your first 30 days with EngineGuild.

A practical, week-by-week walkthrough for new shops. No filler — just the exact steps that take you from a blank system to a platform that’s answering calls, booking jobs, and keeping the spring rush from running you over.

Day 1

Import your customer list and build your services.

Your first day is about laying a clean foundation. CSV import from your old system, spreadsheet, or address book. Build your service menu so every tech and every booking link points at the same list.

  • Kickoff call with your onboarding specialist
  • CSV import of your customer list (spreadsheet, old POS, or notebook photograph)
  • Build your service menu: tune-up, carb rebuild, winterize, de-winterize, blade sharpen, belt replace, storage service, pickup-and-delivery
  • Set service durations and default prices
  • Add your shop logo, colors, and details for templates
Days 2–3

Connect your phone number and set up Voice AI.

Port your existing number or add a tracking number. Build the knowledge base so the AI sounds like you. Pick a voice. Set after-hours rules. When you’re done, every call is captured — no matter where you are.

  • Port your existing shop number or assign a tracking number
  • Build your Voice AI knowledge base: services, hours, brands you service, pickup area, turnaround, deposit policy, storage program
  • Pick a voice and set the tone and pace
  • Configure after-hours rules: book the job, send to voicemail, or transfer to your cell
  • Run test calls and refine responses until they sound like you
Days 4–5

Install the website chat widget and configure Conversation AI.

Drop the chat widget on your site. Test responses. Set escalation rules for the questions you want to handle personally. Every website visitor now gets an instant answer — whether it’s 2pm or 2am.

  • Drop the Conversation AI widget on your website
  • Connect Facebook Messenger, Instagram DMs, and WhatsApp
  • Test common customer questions (brands, pricing ranges, turnaround)
  • Set escalation rules: when the AI should hand off to you
  • Approve the AI to go live on real inbound traffic
Week 2

Turn on the core automations.

This is where EngineGuild starts earning its keep. The four automations below move revenue in the first week — they’re pre-built for small engine shops, so turning them on is a matter of reviewing copy and flipping switches.

  • Enable missed-call text-back (captures voicemail traffic instantly)
  • Activate appointment reminders (48h, 24h, 2h out)
  • Turn on automated review requests after every closed job
  • Launch unpaid-invoice reminders at the cadence you set
  • Confirm every automation has been test-fired before going live
Week 3

Set up seasonal nurture campaigns.

Now you’re playing offense. Drop last year’s customers into the right seasonal sequence so your shop stays top-of-mind before the rush hits — not when the phone’s already ringing.

  • Spring mower wake-up sequence for every mower customer
  • Fall snowblower reminder for every customer in a northern zip
  • Generator pre-storm nudge for late summer
  • Storage program enrollment sequence
  • Off-season tune-up promos for quiet weeks
Week 4

Review, adjust, go.

You now have two weeks of automation history and inbound-call analytics. This is where EngineGuild stops being a tool and starts being the way your shop runs. Check the dashboard. Tune responses. Layer in a landing page or paid ads if you’re ready.

  • Read your dashboard: calls answered, jobs booked, quotes accepted, reviews earned
  • Tune Voice AI responses based on the first week of real calls
  • Adjust automation timing based on open and reply rates
  • Launch a seasonal landing page if you’re running a promo
  • Schedule your first optimization review with your success manager

Ready to start Day 1?

Book your onboarding call and we’ll walk you through Day 1 live — so you leave the call with Voice AI already answering inbound jobs.