A guided walkthrough of how your 2-week trial works, what we're building together, and what we need from you to get started.
Session Type
Strategy & Intake
Trial Duration
14 Days
Availability
24 / 7
01
How the System Works
📞
Caller Dials
Client calls your existing business landline number. Nothing changes for them.
⏱
Ring Period
Your phone rings for ~20 seconds (4–5 rings). You can still pick up normally.
🔀
Auto-Forward
If unanswered, the call forwards instantly to your Omnal AI agent line.
🤖
AI Handles It
The agent greets callers, answers questions, and books appointments.
📋
Logged to CRM
Call summary, contact info, and intent are pushed directly into your CRM.
Why 20 Seconds?
This gives you time to answer if you're free — but picks up before callers abandon the call. Most callers hang up after 5–6 rings. 20 seconds keeps you in control without losing a single lead.
01b
Smart Call Routing
Rather than forwarding directly to our agent or your personal cell, we set up a dedicated Omnal routing number as the single forwarding destination. We then control where calls go — so you never have to touch your forwarding settings again.
Call Routing Logic — Inside Omnal / GHL
Your Business Landline
→ (after 20s) →
Omnal GHL Number
← one permanent forwarding destination
↙ ↘
Mon – Thu → Your Cell
Pass-through to you
Fri – Sun → AI Agent
Handled by Omnal AI
Note for client: We replace your current call forward destination with our GHL number — one change, done once. From that point, we handle all routing logic. If you ever want to switch to full 24/7 coverage, it's a single toggle on our end. No changes needed on your phone.
02
Choosing Your Plan
After your free trial, you can continue with either plan below. Both include full agent setup, CRM integration, and ongoing support.
Plan B — Consideration
Medi Spa Weekend Plan
$347 / month
Active Fri, Sat & Sun only. You handle Mon–Thu personally.
500 minutes included / month
Overage at $0.50/min after 500
GHL routing + CRM logging
Weekend calls fully covered
Easy upgrade path to Plan A
Plan A — Recommended
Unlimited 24/7 Coverage
$497 / month
Full-week coverage. No call limits. No overage fees. Never miss a lead.
Unlimited call minutes
No overage fees ever
24/7 — including Mon–Thu
GHL routing + CRM logging
Priority support
The Case for Plan A
Most missed calls happen on weekday evenings — not just weekends. Every unanswered Mon–Thu call is a booking your competitor may be getting. Plan A ensures no lead ever slips through, at only $150/mo more than Plan B. For most med spas, one recovered booking per month covers the difference.
03
Discovery & Agent Brief
The following questions help us tailor your AI agent to sound, respond, and handle calls exactly the way your business would. Everything shared here goes directly to our technical team.
A — Business Identity
01
What is the full name of your business as you want callers to hear it?
Used in the agent's greeting script.
02
What tone do you want the agent to have? (e.g. warm and friendly, professional and concise, luxury and calm)
Shapes the agent's voice persona.
03
Do you have a preferred agent name or should we assign one? (e.g. "Hi, this is Aria from…")
Makes the agent feel like part of your brand.
B — Services & Bookings
04
What are your top 5–8 services? Please include names and approximate durations.
Agent needs to accurately describe and book services.
05
Do callers typically book directly over the phone, or are they directed to an online booking link?
Determines whether we need live calendar integration or a redirect flow.
06
Are there any services the agent should NOT book or discuss without human approval? (e.g. complex treatments, new patient consults)
Prevents agent overstepping on sensitive or high-stakes bookings.
07
What are your current business hours and do they vary by day?
Agent handles after-hours appropriately and sets correct expectations.
C — Call Handling Preferences
08
What are the most common reasons people call you? (top 3–5 scenarios)
Allows us to build targeted response flows for your actual call volume.
09
Are there specific questions callers frequently ask that you'd like the agent to handle? (e.g. pricing, parking, preparation for treatments)
Builds the agent's FAQ knowledge base.
10
If a caller has an urgent or emergency situation, how should the agent respond? Is there a number to transfer them to?
Critical for medical/aesthetic businesses — ensures safety and compliance.
11
Should the agent send any follow-up texts or emails after a call? (e.g. booking confirmation, info package)
Enables automated post-call workflows in GHL.
D — Existing Setup
12
What CRM or booking software do you currently use? (e.g. Jane App, Mindbody, Vagaro, Google Calendar, other)
Determines integration path for Rehan's team.
13
What phone provider / carrier do you use for your business landline?
Needed to configure call forwarding correctly with your carrier.
14
Is your current call forwarding set up to a personal cell? Is that number the same as what staff use to reach you?
Helps us plan the GHL buffer number setup without disrupting your existing flow.
04
CRM Access & Integrations
To connect your AI agent to your existing system, our technical team needs the following access. All credentials are stored securely and used exclusively for this integration.
Access Type
Read + Write
Contacts, calendar, notes
Used For
CRM Sync
Booking + lead capture
Handled By
Rehan Azeem
Technical Co-founder, Omnal
CRM login credentials or API key
We'll need either admin access or an API key if your platform supports it (Jane App, Vagaro, Mindbody, etc.)
Calendar or booking system access
To pull availability and push new bookings made by the agent in real time.
Existing contact list export (optional but helpful)
Allows the agent to recognize returning clients and personalize responses.
Business phone number details
Carrier name + current forwarding number so we can configure the GHL routing layer.
Preferred notification method for leads
How would you like to be notified when the agent captures a new lead? Email, SMS, or both?
Your Data is Safe
We access only what's needed for the integration. No data is shared with third parties. If you'd prefer, we can set up a read-only account or API-only connection for added security. Just let us know.
05
What Happens Next
Here's exactly what happens from the moment this session ends to the moment your agent goes live.
Step 1 — We configure your routing number (same day)
Rehan sets up the GHL buffer number. You update your landline forwarding once — we handle everything from there.
Step 2 — Agent build begins (1–2 business days)
Our team uses your discovery answers to script, configure, and test your custom AI agent.
Step 3 — Test call with you before going live
We walk you through a live demo call so you can hear exactly what your clients will experience.
Step 4 — 14-day free trial begins
Your agent goes live. 24/7 coverage, full CRM logging, real calls — no charge for two weeks.
Step 5 — Review call at day 14
We review performance data together and you choose your plan to continue.
Trial Period
14 Days
Zero cost, full features
Setup Time
48 hrs
From this session to live
Your Action
1 Change
Update forwarding number once
Our Commitment
No hidden fees. No pressure. If after the 14-day trial the system isn't working for you, you walk away — no questions asked. We win when you win.