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🎢 Offerbolt One on One Zoom Onboarding

Signup for zoom call onboarding help with Twilio A2P registration and sending SMS messages with AI.

Dennis avatar
Written by Dennis
Updated over a month ago

Welcome to OfferBolt!

Let’s get you set up to start finding leads and closing deals quickly. Click this link and fill out the form to start onboarding.


What to Expect

  • The onboarding process involves completing two short forms and two zoom calls with our team.

  • Form submissions will be reviewed before scheduling your onboarding calls.


Step 1: Complete the Onboarding 1 Form


Step 2: Wait for Feedback

  • Our team will review your submission.

  • If corrections are needed, you’ll receive feedback via SMS or email.

  • Once approved, you’ll get a link to schedule your Onboarding 1 call.


Step 3: Attend Onboarding 1

  • During this call, we’ll:

    • Walk you through the platform.

    • Connect your domain

    • Answer any initial questions.


Step 4: Wait for A2P Approval

  • After Onboarding 1, we submit your A2P registration simply wait for us to message you approval.

  • This may take several days.


Step 5: Complete the Onboarding 2 Form

  • After the first call, we'll send you the Onboarding 2 form.

  • Be ready to:

    • Decide on target market

    • Where to get leads(use our Leads app or bring your own)

    • Business Availability


Step 6: Wait for Feedback

  • Our team will review your submission.

  • If corrections are needed, you’ll receive feedback via SMS or email.

  • Once approved, you’ll get a link to schedule your Onboarding 2 call.


Step 7: Attend Onboarding 2

  • During this call, we’ll:

    • Help you send your first AI SMS campaign.

    • Walk you through your Offerbolt account.

    • Set up your booking calendar.


Support and Resources


Start Closing Deals

Once you’ve completed onboarding, you’re ready to let OfferBolt handle the hard work of finding qualified leads. Let’s charge up your real estate business!

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