How Rainmaker setup works

From signup to live

1. 1

   Rainmaker build call

   We map your lead sources, your CRM statuses, and how your team works leads today, and agree on the triggers that start and stop RiverX for each lead.

2. 2

   Connect your CRM

   You give us access to your CRM and your integration account, and we build the connections. See /how-to/riverx/connect-your-crm.

3. 3

   Build your pipeline and sequences

   We set up the stages and write the texts, emails, and call scripts for each one.

4. 4

   You approve

   You review the messages and the AI's script before anything goes out.

5. 5

   Test

   We push test leads through and check that everything lands correctly in your CRM and on your calendar.

6. 6

   Live

   New leads start getting worked right away. Older leads can go into long term nurture.

What we need from you

• Admin access to your CRM
• Your own Zapier or integration account. We always build in your accounts.
• Your lead sources
• Your qualifying questions, and what makes a lead worth an appointment
• Who on your team takes appointments, and their Google or Outlook calendars
• How you want hot leads handed off: a live transfer, a booked appointment, or both
• The consent language on your lead forms

Good to know

• Simple, standard connections can go live faster. Custom integrations take longer and may be quoted separately.
• Nothing goes out to your leads until you approve the messages.