This guide lists the articles you need to set up Lead Sherpa, in order. Work through each section before moving to the next one. If you only plan to skip trace, you can skip sections 4 and 5.
The setup at a glance
- Check the requirements and choose a plan.
- Add your team.
- Skip trace your first list.
- Get your SMS account approved and connected.
- Create templates and start your first campaign.
1. Before you start
Check what you need, pick a plan and save the support contact.
→ Welcome to Lead Sherpa! Your Journey Starts Here
→ Requirements for using Lead Sherpa
Planning to send text messages? Stay on the Free plan for now
Keep your account on the Free plan until your 10DLC campaign is approved. If you subscribe to a paid plan before that, SMS won’t work yet and the subscription isn’t refunded. The only exception is if you want to use the skip traces included in a paid plan, since skip tracing doesn’t need 10DLC.
2. Set up your team
Invite your team and decide what each person can see and do.
→ Managing User Roles and Access
3. Skip trace your lists
Upload a list of properties and get owner contact details back.
→ Skip Trace - Everything you need to know to Get Started
→ How To Use Lead Sherpa’s Integrated Skip Tracing Tool
4. Get your SMS account ready
Before you can send texts, you need an approved 10DLC campaign on Twilio or Telnyx, with phone numbers linked to it, connected to Lead Sherpa.
→ SMS - Everything you need to know to Get Started
→ SMS Compliance Guide - A2P 10DLC
→ SMS Guide: Integrating Twilio or Telnyx with Lead Sherpa
→ Attaching your 10 DLC Campaign to Numbers in Twilio
5. Start texting
Write your templates, create a campaign and manage the replies.
→ How to Create New Outgoing Templates
→ SMS Guide: Template - Best Practices
→ SMS Best Practices: Strategies for Higher Delivery Rates, More Leads, and Account Longevity
Questions? Email support@leadsherpa.com.
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