Work backwards from the fifteenth
Bots are configured against your script before they dial, and you approve a recording of that flow before anything touches a real number. That is days, not months, but it is not the same afternoon.
- Two weeks out: send the script and the disclosure, approve the flow
- One week out: connect the dialer and pilot on a slice of the list
- Go-live: order the bots, pay the invoice, and they are provisioned against the campaign
Why the pilot matters more in season
AEP is the worst time to discover that a knock-out question is in the wrong place. A few hundred dials on your own list, before the window opens, is the cheapest insurance available.
What does not need to be ready
Your dialer configuration, your carrier or your caller IDs. None of it changes, which is exactly why this can be done in the weeks before a season rather than in the quarter before it.
