2d • General discussion
Onboarding/fulfillment questions
Hi, beginner here looking into this kind of GHL business and reading comments on business models, selling business owners this and that, setting it up for them in a sub-account that they never need to log into, etc. But it seems that there are some steps missing in the onboarding/fulfillment modules.
For example, review requests are sent by either email or SMS. Email requires setting up their email address in the sub account with new DNS records with their DNS provider. That sounds like a difficult conversation/walkthrough with a service business owner. And I’m not even sure how this would work if they don’t have a custom domain and only use a gmail account or similar, which is the case with many small businesses. And sending review requests via SMS, even though it’s a better more responsive channel, is even more complicated and takes longer because the new phone number must first be A2P approved. GHL says they’ve never heard of an agency submitting approval on behalf of another business and it seems like a tough sell to get the business to go through the approval process themselves, sending their business information and EIN number, etc. Not to mention the SMS number that the customer sees will be different than the business’s main number, although this may not be a problem. How would I do this?
Even assuming all of that is set up, how would I send and automate review requests without them ever logging into their sub account? I doubt businesses are going to let a new agency or an automated AI send customer facing messages on their behalf without them reviewing/approving first. I wouldn’t.
Practically speaking, this all sounds like a tough sell.
Thoughts/input appreciated from anyone who has done this successfully?
1
1 comment
Onboarding/fulfillment questions
Suggested communities
Powered by