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How we work
From the first question to the weekly report, with us by your side.
You don't buy a system and figure it out alone. The Yuupe team runs the diagnostic, builds the proposal, sets everything up with a dedicated consultant and, if you want, runs it with you.
It all starts with seven questions about your company.
The path
Six steps, each with an owner.
3 minutes
Diagnostic
You answer seven questions and get a score for each area. The AI reads your website.
1 to 2 days
Conversation with the sales team
We go deeper into the diagnostic and choose the lines and the operating model. You get a proposal with scope, milestones and timeline.
Week 1
Kickoff meeting with your consultant
A Yuupe consultant who specializes in your industry takes over. Together, we gather access, channels, database and goals.
Weeks 1 to 4
Milestone-based onboarding
The consultant builds the operation in milestones with a checklist. Each milestone only closes when you approve.
Week 4
Sign-off and training
The team learns to use what was built. You get the first weekly report.
From then on
Operation
You run it, we help, or we run it. You can switch later.
Step 1 takes 3 minutes. Do it now.
Milestone-based onboarding
Each milestone closes when you approve.
The list below is the standard; your proposal includes only the milestones for the lines you sign up for, each with its own deadline.
Milestone 1
Channels connected
What the consultant does
WhatsApp (your company number or a new one), Instagram Direct and website chat, in a single queue.
What you prepare
Access to the company's WhatsApp Business and Instagram.
Closes when you approve the checklist.
Milestone 2
Database and pipeline
What the consultant does
Import of your database, pipeline stages, owners and what counts as a sale.
What you prepare
Your database spreadsheet or access to your current CRM.
Closes when you approve the checklist.
Milestone 3
Bot and answer library
What the consultant does
Built from your team's real questions and tested before going live. What it doesn't know goes to a person.
What you prepare
The most common questions and who answers each type.
Closes when you approve the checklist.
Milestone 4
Email on your domain, and your store
What the consultant does
Authenticated domain (SPF, DKIM and DMARC), block-based templates and store purchases on the customer profile.
What you prepare
Access to your domain's DNS and your store platform.
Closes when you approve the checklist.
Milestone 5
Satisfaction
What the consultant does
One-tap survey after each interaction. Low scores become cases with an owner and a deadline.
What you prepare
Who handles complaints and how quickly.
Closes when you approve the checklist.
Milestone 6
Team training
What the consultant does
Each person learns their part: answering, selling, tracking the pipeline and reading the report.
What you prepare
One hour from each person who will use it.
Closes when you approve the checklist.
Find out which milestones your company needs.
Your consultant
One person, from start to finish.
Chosen by our team for their experience in your industry. You meet them at the kickoff meeting and talk to the same person until the last milestone. In assisted operation, they stay with you.
Checklist per milestone
You see what's done, what's left and the deadline.
Hours logged
Onboarding and operation time is recorded.
One single channel
Questions, requests and adjustments through the same contact.
Contracted with Yuupe
No dealing with third parties: Yuupe answers for everything.
Want a consultant looking at your operation? Start with the diagnostic.
To get started fast
What to prepare in advance.
With this in hand, week 1 moves without waiting.
Access to the company's WhatsApp Business and Instagram
Access to your website domain's DNS (for email in your name)
Your database spreadsheet or access to the CRM you use
The most common questions and who answers each one
A point person on your side
All set? Then it's time for the diagnostic.
Questions about onboarding
Before you start.
›How long does it take?
In most cases, one month: channels in week 1 and the first weekly report in week 4. The deadline for each milestone is in the proposal.
›Do I need to pause operations to onboard?
No. Your channels keep working; the bot only goes live after it's tested with you.
›What if I want to change how we operate later?
You can start running it yourself and ask for help later, or the other way around.
›Who's accountable if something goes wrong?
Yuupe. System, onboarding and operation are all in a single proposal.