Guides for teams that text customers
Practical guides to keeping a clean, defensible record of customer texts — and closing more of the deals that run through them.
How to keep a record of business text messages
If your reps text customers, those conversations are business records. Here's how to capture and keep them wit…
How to prove what a customer agreed to over text
When a customer says 'that's not what we agreed,' the text thread is the evidence — if you can produce it. Her…
How to text customers from a company number
Reps love texting from their own phones. Here's how to move to a shared company number without slowing anyone …
How to stop losing deals to slow text follow-up
Leads go cold fast. Here's how to tighten text follow-up so fewer deals slip through the cracks.…
Business texting compliance basics
A plain-English orientation to the rules around texting customers — consent, opt-outs, and carrier registratio…
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Updated August 2026