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What to test
- Create realistic contacts
- Build one sales pipeline
- Create one lead-capture form
- Build one simple workflow
- Book a real test appointment
- Test email and SMS behavior
- Check missed-call handling if relevant
- Test review-request flow
- Evaluate staff usability
- Calculate real total cost
What not to do
Do not spend the trial building every possible automation or migrating all production data. Prove one complete real-world workflow first.