Your first day with Willa: the setup checklist
The order we recommend for getting Willa answering calls, catching leads and booking consultations.
Where in Willa: Dashboard > Get Willa fully live
Who can do this: The account owner, or an admin.
Most agencies are fully set up in about an hour. You can do the steps in any order, but this order gets you value fastest.
Before you start
- About an hour
- Your office phone provider's login (for call forwarding)
- Access to your website builder
- The Google account your intake team uses for its calendar
- 1
Add your agency details
Go to Settings and add your website, office location and the email where you want lead alerts. Willa uses these everywhere.
The dashboard. The setup checklist sits near the top until every step is done. - 2
Set your service area
In Settings > Service area & assessments, enter your office address or city and a max distance. Willa uses this to tell callers whether you cover them.
- 3
Teach Willa about your agency
On the Willa page, open Knowledge and add your services, hours, pricing ranges and common questions.
- 4
Get your Willa phone number
Accept the Business Associate Agreement, then get your Willa number and forward your office line to it.
- 5
Connect Google Calendar
So Willa can offer real open times and book consultations straight onto your calendar.
- 6
Add your lead form to your website
Copy the link or embed code from Settings and paste it on your site.
- 7
Test everything
Call your Willa number, fill out your own lead form and confirm the lead shows up in Leads.
Check it worked
The dashboard checklist shows every step ticked, a test call appears in Calls and a test form submission appears in Family inquiries.
Tips
- The dashboard checklist ticks off steps as you finish them.
- Invite a coworker early so someone else can watch for new leads.
Common problems
- I don't see the setup checklist.
- It disappears once every step is done. If steps are missing, refresh the dashboard; it updates after each save.
- A step stays unticked after I finished it.
- Most steps tick after you press Save. Calendar and Meta tick only once the connection succeeds, so check the Integrations section for an error.
- Can my office manager do this instead of me?
- Yes. Invite them as an admin first, then they can complete every step except choosing a plan.
- I want to try Willa before sending real calls.
- Do every step except call forwarding. Call your Willa number directly to test, then turn on forwarding when you're happy.
Related guides
Need a hand? Email kyle@heywilla.ai.