Tools & Setup

Every platform, tool, and system we use. How they're configured, how they connect, and how to set them up.

Each page below will follow the standard template. Content will be built through document digestion passes.

Live Pages (3)

What A2P is, FCC/TCPA rules, why it matters, and what happens if you ignore it. Start here.

Brand registration, campaign registration, Trust Scores, what we need from you, and the full process.

Auto-pause, opt-out monitoring, ramp-up schedules, daily limits, message types, and state-by-state laws.

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What Judy does. Qualification flow, hand-off rules, after-hours logic, follow-up sequences.

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Pipeline stages, lead routing rules, tagging system, automation triggers. Per-client setup.

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Business Manager structure, ad account setup, pixel config, custom audiences, naming conventions.

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Lead notifications, appointment confirmations, follow-up sequences, revival outreach flows.

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Campaign master list, adoption dashboard, scorecard system, speed-to-lead monitoring.

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How call tracking works. Response time measurement, call recording, connected call detection.

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Lead submission to salesperson. AI-first flow, business hours vs. after hours, team assignment.

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Standard access levels for each platform. Admin rules, client sharing, security practices.

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Setting up lead routing, text notifications, tagging, and automation triggers for a new client.

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Maintaining the source of truth for all active campaigns across all clients.