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How it works / Start here

Your first hour

The order that gets you to a real answered lead fastest, including the two steps that involve waiting on somebody else.

LiveWorking today on every Beverly account.

You do not have to configure Beverly before Beverly is useful. Coaching works the moment you sign in. The lead side needs a few real world things connected, and two of them involve waiting on somebody else, so start those first.

  1. Sign in and talk to Beverly. Coaching, practice conversations and the reviews all work immediately, on the free plan, with nothing connected.
  2. Start your texting number. This is the one with a real world wait, because carriers require a registration before any business can text. Start it on day one even if you are not ready to use it.
  3. Connect a sending address. So email goes out as you, from a domain you control, and arrives instead of landing in spam.
  4. Point one lead source at Beverly. One is enough. Watch what happens to the next lead that arrives before you connect the rest.
  5. Set your availability. Beverly cannot book an appointment without knowing when you take them.
Nothing texts anybody by accidentYou can also ask Beverly to hold the very first message to every new lead for your approval. It waits until you answer, in the app, by text, or on the web, however long that takes.
Walkthrough coming
The first hour, unedited

From a new account to a lead being answered, including the parts that involve waiting. Planned length: 4 minutes. We would rather leave the space marked than fill it with something staged, so this is a slot and not a video yet.

Checked against the product on 29 August 2026. What the labels mean

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