Have Us Launch Your CRM With You 1-on-1
This package consists of 3 – one hour calls with our LO CRM Specialist Team and we will build your system out for you and help you edit and launch your first campaign.
Call #1
Onboarding/Tech call
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Completion of business profile information for A2P registration -
Collection and verification of Information for the CRM Build -
Dedicated email domain creation (lead connector only) -
Integrations -
Connection of calendar -
Integrations (Google & Facebook) -
Time zone match -
Availability set up
-
Password change -
Assist with Set Up of Payment Method -
Purchase of phone number -
Set up of phone number -
Test of phone number -
Download app -
Set Up Email Signature -
Social media platforms connection -
Installation of chat widget -
A2P registration (initial submission)
Call #2
A2P Call
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A2P Registration
Call #3
The Launch
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Upload Past Client Database -
Set Up DBA Workflow -
Launch DBA Workflow -
We walk you through your finished CRM and answer any questions you might have