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

  • 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

  • A2P Registration

Call #3

The Launch

  • 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
Click Here to Register