Onboarding

From signup to a full sales floor in days

We set Brutus up with you — leads, phone numbers, your team, payroll and the wallboard — so your reps are selling, not configuring.

STEP 01

Kickoff

We learn what you sell, who you sell to, and how your floor runs today — then map it into Brutus.

STEP 02

Leads & preferences

Turn on the lead types you want, set your hot / warm / cold mix, and bring over any existing customers.

STEP 03

Phones & caller ID

We provision your DIDs and caller ID so every call shows a number your prospects answer.

STEP 04

Team & back office

Add your agents and managers, set commission and pay rules, and load your invoice design and inventory.

STEP 05

Train & go live

A hands-on session with your reps, then the floor goes live — with the wallboard on the TV from day one.

STEP 06

Coach & grow

Daily and weekly rep breakdowns show what's working; we help you tune lead flow as you scale.

What you get

A team that sets you up to sell

You're never on your own. From day one you have hands-on help making sure Brutus fits how your business sells.

  • Lead setup — types, ratios and preferences tuned to your floor.
  • Phone numbers and caller ID configured for you.
  • Payroll, invoicing & inventory set up with your rules.
  • Rep training before you go live.
  • Migration help from your current CRM.
brutus · setup
Leads turned onFresh + past customers · 30/45/25 mix
Done
Phone numbersDIDs assigned · caller ID set
Done
3
Team & payroll12 agents · commission rules
In progress
4
Go liveWallboard on the TV
Next

Let's get you onboarded

Book a demo and we'll map out your path from signup to a live sales floor.