PRO Onboarding Plan

STEP #1Fill Out Your Business Information
STEP #2Enter Your Card Info
  • Onboard 5 New Clients Monthly

  • 4 Call Approach (One-On-One)

  • White Label Onboarding Funnel

  • 7 Day Snapshot

  • Branded 7 Actionable Steps to Onboarding

  • Interactive Help Guides (All Users)

  • Recorded Onboarding Sessions

  • Email Updates

  • A2P Registration (DFY)

  • UpHex Onboarding & Campaign Creation

  • A2P 10DLC Compliance Snapshot

  • Detailed Onboarding Snapshot