Getting Started is a 4 Step Process;

  1. Setting up your account
  2. Meet with someone on the Onboarding Team
  3. Meet with CEO for a 1 on 1 strategy call
  4. Start dumping leads into your CRM!!

<aside> 🖥️ Setting up your account

Please follow each step carefully, if any errors are made your account may be suspended and you may have to start the process over.

</aside>

Update your business profile (2 minutes)

Submit your “A2P” application (10 minutes)

Connect your calendar (1 minute)

<aside> 📆

At this point you should schedule your Onboarding call with the RE AI team. See the link at the bottom of “Connect your calendar” to scheudle.

Onboarding Call Checklist

</aside>

<aside> đź‘Ş

Contacting leads

We recommend watching these videos before your Strategy Call with the CEO. If you start contacting leads before getting A2P verified (4-6 days) the messages will fail.

</aside>

Understand the “ramp up” (5 minutes)

Upload your first list (15 minutes)

Monitor your leads