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1CallClose.Agent Implementation Guide

Pre-Training Set Up (Required connection)

Step 1: Activate Your Intellia Account

Step 2: Integrate Google Account to Intellia

Step 3: Connect Google Calendar and Zoom account

Step 4: Setup Meta Business Portfolio

Step 5: Connect A New WhatsApp Number (Intellia → Meta)

Ready Your Landing Page

Step 1: Generate Your Landing Page Copy Pack

Step 2: Open the Template (DO NOT EDIT THE ORIGINAL)

Step 3: Clone the Page

Step 4: Rename the Page

Step 5: Set Page Name + URL Slug

Step 6: Replace Hero Headline + Subheadline

Step 7: Replace Hero Media (Image/Background/Video)

Step 8: Webinar Details

Step 9: Configure the Form

Step 10: Optimize Mobile

Step 11: Preview + Test (MANDATORY)

Build, Test & Go Live: Buyer Qualification & Pre-Seduction AI Booking Workflow

Step 1: Create Your WhatsApp Templates

Step 2: Duplicate the 1CallClose.Agent TESTING Workflow

Step 3: Configure the Workflow Trigger (TEST Form Only)

Step 4: Publish + Test Your 1CallClose™.Agent

Step 5: Duplicate & Configure the LIVE Workflow (Real Leads)

Step 6: Confirmation + Appointment Booked Follow-Up

Step 12: Save or Publish (if you have domain)