Week 1: Foundation Setup
Choose your platform
Set up compliance messaging (e.g., opt-in confirmation, opt-out instructions)
Design your first campaign objective (e.g., welcome discount, appointment small business email address reminder)
Week 2: Start Building Your List
Add opt-in forms to your website, social media, and checkout process
Train customer-facing staff to collect numbers ethically
Offer simple incentives (e.g., “10% off when you sign up!”)
Week 3: Launch Your First Campaign
Segment your list (e.g., by interest, location, or signup source)
Send a test message to a small group and measure open rate, click-through rate, and response rate
Send a revised version to the full list based on test results
Week 4: Analyze and Adjust
Review campaign metrics: which messages worked best? What timing was ideal?
Remove bounced numbers and opt-outs
Plan your next campaign based on insights
Combining Number Lists with CRM Systems
Once your list begins to grow, integrate it with your Customer Relationship Management (CRM) system. This allows you to:
Track communication history
Coordinate SMS with email, calls, or WhatsApp
Automate follow-ups based on lead behavior
Popular CRM platforms like HubSpot, Zoho CRM, and Salesforce offer SMS plugins or native support for text campaigns.