The SMS Client Onboarding Playbook

The agencies that scale reselling texting are not the best salespeople. They are the most consistent operators. Every new client gets onboarded the same way, so the tenth account launches as smoothly as the first. This playbook is that system: a repeatable way to take a client from signed to sending.

Follow it and onboarding stops being a scramble. It becomes a checklist you run the same way every time, which is exactly what lets you add clients without adding chaos.

What is inside

• A kickoff checklist for the first client call
• The account setup steps, in order, so nothing gets missed
• A starter set of campaigns to clone for every new client
• How to launch their signup keyword and QR the same way each time
• The first-30-days plan that gets a client their first win fast

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