Wealth Enrichment Advisors · Setup Guide

Setting up Sarah — your AI intake agent.

Sarah answers your line at (949) 200-1154, qualifies prospects, and emails you a brief within 60 seconds of every call ending. One small task below is the only thing that needs your hands. Plan on 10 minutes if everything cooperates — half that if you screenshare with me.

1

Task

~10

Minutes

$0

Out of pocket

What this enables

How calls will flow once you're done

End-to-end, with no work on your part after this is set up:

The full Sarah loop

Prospect calls
(949) 200-1154
→
Sarah talks &
qualifies them
→
Prospect gets
follow-up email
from hello@
→
You get a brief at
hello@

Your checklist

  • Add 3 DNS records to your domain

The setup task · ~10 minutes

Add 3 DNS records to your domain

These records prove to email providers (Gmail, Outlook, etc.) that I'm allowed to send emails on behalf of wealthenrichmentadvisors.com. Without them, every email Sarah sends would land in spam, or never send at all.

The 5-step flow

1. Find your
registrar
→
2. Log in
→
3. Open DNS
settings
→
4. Add 3
records
→
5. Save &
text me
1
Find out where your domain is registered

If you don't remember, look it up here:

whois.com → wealthenrichmentadvisors.com

Scroll to the line that says "Registrar Name" — that's the company you bought the domain from. Most common ones:

GoDaddy Namecheap Cloudflare Squarespace Google Domains Porkbun
2
Log into that company's website

Use the email + password from when you bought the domain. If you forgot, hit "Forgot Password" and they'll email you a reset link.

3
Find the DNS settings page

Every registrar names it differently. Look for one of these in the menu:

"DNS Settings"  ·  "DNS Management"  ·  "Manage DNS"  ·  "Manage Records"  ·  "Advanced DNS"

It usually sits inside the page for your specific domain (after clicking on wealthenrichmentadvisors.com in your domain list).

4
Add these 3 records

Click "Add Record" (or "Add DNS Record") three times. Use the copy buttons below — the long one is impossible to type without making a mistake.

Record 1 — Authentication
TXT
Type
TXT
Name
resend._domainkey
TTL
Auto  (or 3600 if it requires a number)
Value (216 characters — must be copied, not typed):
Record 2 — Bounce routing
MX
Type
MX
Name
send
Priority
10
TTL
Auto  (or 3600)
Value:
Record 3 — Sender policy
TXT
Type
TXT
Name
send
TTL
Auto  (or 3600)
Value:

Notes if the form looks confusing

  • "Name" / "Host" / "Hostname" all mean the same thing — use the short prefix shown above (e.g. send), and your registrar will auto-fill the rest of the domain.
  • If the form requires the full thing, use resend._domainkey.wealthenrichmentadvisors.com and send.wealthenrichmentadvisors.com.
  • If Record 1's value is "too long" for one field (rare — only on older systems), split it into 255-character chunks wrapped in quotes. Modern Cloudflare/GoDaddy/Namecheap accept the whole thing as-is.
5
Save & text me when done

Verification kicks in automatically — usually within a few minutes, sometimes up to a few hours depending on your registrar. Once you text me, I'll confirm verification went through and we can run a test call.

If anything in here is unclear

Two options.

Option A — Ask Claude.ai (free, no signup)

Open claude.ai and paste the prompt below, swapping in your actual registrar name. It'll walk you through every click.

Copy this into Claude.ai

I'm trying to add 3 DNS records to my domain wealthenrichmentadvisors.com at [GoDaddy / Namecheap / Cloudflare / Squarespace / etc — write whichever yours is]. The 3 records are: 1. TXT record, name "resend._domainkey", value starts with "p=MIGfMA0..." 2. MX record, name "send", value "feedback-smtp.us-east-1.amazonses.com", priority 10 3. TXT record, name "send", value "v=spf1 include:amazonses.com ~all" Walk me through where exactly to click in [registrar name]'s interface, screen by screen.

Option B — Screenshare with me

Text me anytime. We can knock both tasks out together in ~10 minutes on Zoom or FaceTime.

What happens once both tasks are done

The timeline.

NowYou text me
records added
~10 minI verify on
Resend
~15 minI run a
test call
~16 minBrief lands
at hello@
ForeverSarah runs
quietly

From the moment a real prospect calls (949) 200-1154:

  • Sarah answers within 1 ring
  • Conversation typically 3–6 minutes
  • Prospect receives follow-up email from hello@ within ~30 seconds of hang-up
  • You receive a Tier A/B/C brief at hello@wealthenrichmentadvisors.com within ~60 seconds of hang-up
  • Recording + transcript saved to your dashboard, queryable by date/tier/sentiment