# George Onboarding Checklist — Bunker FNQ
## Client #001 | ReceptionistAI | Created: 2026-02-23

---

## STATUS SUMMARY

| Item | Status | Notes |
|------|--------|-------|
| Telnyx assistant created | DONE | `assistant-6f6f4ca2-3155-4930-95cb-27f59514af3e` |
| System prompt configured (Sarah) | DONE | Verified via API 2026-02-23 |
| Voice configured (eucalyptus) | DONE | `Telnyx.NaturalHD.eucalyptus` |
| Greeting configured | DONE | "Thanks for calling Bunker FNQ, this is Sarah..." |
| GHL webhook configured | DONE | Lead capture → GHL SWdaQpAVAtRigYcMfder |
| Telephony enabled | DONE | TeXML app `2900777358543816088` |
| Phone number assigned (07xx QLD) | PENDING | See Phase 1 below |
| Number linked to assistant | PENDING | Requires number purchase + assignment |
| Test call: general enquiry | PENDING | "How much for a driveway?" |
| Test call: after-hours message | PENDING | Out of hours scenario |
| Test call: out of scope | PENDING | "Fix my dishwasher" |
| Test call: bunker enquiry | PENDING | "I want to build a bunker" |
| GHL webhook verified (lead captured) | PENDING | Check GHL contact created |
| Welcome email sent to George | PENDING | bunker.fnq@mailbox.org |
| Invoice raised ($497/mo) | PENDING | Stripe — 14-day trial |

---

## Phase 1: Phone Number (NEXT ACTION)

### Current owned 07 numbers (no assistant assigned):
- `+61391004887` — Melbourne 03 prefix (wrong)
- `+61391003887` — Melbourne 03 prefix (wrong)
- `+61291374165` — Sydney 02 prefix (wrong)
- `+61291374154` — Sydney 02 prefix (wrong)
- `+61291374132` — Sydney 02 prefix (wrong)
- `+61731304377` — QLD 07 ✅ — currently assigned to connection `2895419033639715995`
- `+61731304226` — QLD 07 ✅ — assigned to connection `2895387752906359991`
- `+61731304215` — QLD 07 ✅ — assigned to connection `2881179039882544753`
- `+61731304225` — QLD 07 ✅ — assigned to connection `2881179039882544753`

### Recommended action:
Option A: Purchase new 07 Brisbane number (`+61731304260` available, $2 USD/mo upfront + monthly)
Option B: Reassign one of the unneeded 07 numbers above if a slot is available

### To assign number to George's assistant:
1. Purchase or identify number
2. PATCH the assistant to set `telephony_settings.phone_number` OR assign via portal
3. Verify inbound call routes to assistant

### Available 07 QLD numbers (Brisbane exchange, confirmed 2026-02-23):
| Number | Location | Cost |
|--------|----------|------|
| +61731304260 | Brisbane | $2 USD/mo |
| +61731304262 | Brisbane | $2 USD/mo |
| +61731304318 | Brisbane | $2 USD/mo |
| +61731304450 | Brisbane | $2 USD/mo |
| +61731304170 | Brisbane | $2 USD/mo |
| +61731304154 | Brisbane | $2 USD/mo |
| +61731304198 | Brisbane | $2 USD/mo |
| +61731304265 | Brisbane | $2 USD/mo |
| +61731304230 | Brisbane | $2 USD/mo |

Note: Telnyx does not offer Cairns-specific 07 numbers. Brisbane 07 numbers are the standard QLD landline format and fully valid for a Cairns business. Callers see "07" which reads as Queensland to any Australian.

---

## Phase 2: GHL Stack Completion

- [ ] Activate webchat workflow: B-008-WF-1.1
- [ ] Verify MCTB fires SMS to 0424 459 772 on missed call
- [ ] Confirm MCTB workflow B-010-WF-2.1 is ACTIVE
- [ ] Set up booking calendar (GHL) for free onsite quotes
- [ ] Configure lead notifications to bunker.fnq@mailbox.org
- [ ] Test: submit a dummy lead via webhook, confirm GHL contact created

---

## Phase 3: Test Calls (4 Scenarios)

### Scenario 1: General Enquiry
- Caller says: "Hi, I'm after a quote for a concrete driveway in Cairns"
- Expected: Sarah confirms service, asks for suburb, collects name + number + preferred time
- Pass criteria: Lead captured in GHL

### Scenario 2: After-Hours Message
- Caller says: "I'm calling about building a bunker" (call outside 7am–5pm)
- Expected: Sarah acknowledges after-hours, takes name and number, confirms George will call back
- Pass criteria: Message captured, no booking attempted

### Scenario 3: Out of Scope
- Caller says: "Can you fix my dishwasher?"
- Expected: Sarah politely declines, offers to take details if they have a concrete job
- Pass criteria: No lead created for dishwasher; correct redirect

### Scenario 4: Bunker / High-Value Enquiry
- Caller says: "I want to build an underground bunker on my property in Mareeba"
- Expected: Sarah confirms this is their flagship service, books a free onsite assessment
- Pass criteria: Lead captured with service = bunker, suburb = Mareeba

---

## Phase 4: Welcome & Billing

- [ ] Send welcome email to George (bunker.fnq@mailbox.org)
  - Include: Sarah's number, what to expect, how to forward his existing number
  - Attach: "How your AI Receptionist works" one-pager
- [ ] Raise Stripe invoice: $497/mo, 14-day trial start date 2026-02-23
- [ ] Set payment reminder for day 12 of trial

---

## Phase 5: Google Presence (Week 2)

- [ ] Set up Google Business Profile for Bunker FNQ
- [ ] Verify GBP (George handles verification — postcard to Kuranda QLD 4881)
- [ ] Upload photos, services, hours
- [ ] Seed 5–10 review requests to past customers

---

## Business Context (Reference)

| Field | Value |
|-------|-------|
| **Client** | George |
| **Business** | Bunker FNQ |
| **Email** | bunker.fnq@mailbox.org |
| **Mobile** | 0424 459 772 |
| **Location** | Kuranda QLD 4881 |
| **GHL Contact ID** | 8vB6PSAqfPq9jnD7tJzv |
| **GHL Location ID** | SWdaQpAVAtRigYcMfder |
| **Telnyx Assistant** | assistant-6f6f4ca2-3155-4930-95cb-27f59514af3e |
| **Plan** | Inbound Pro — $497/mo |
| **Trial** | 14 days from 2026-02-23 |
| **Setup Fee** | WAIVED (launch client) |
