We do the outreach you don’t get to.
Questions owners ask us.
Everything you’ll want to know before you hand us your list.
Texting and consent
LEGAL writes or approves every answer in this group.Who can you text?
The clients you tell us are OK to text. You give us the list, and we rely on it.
LEGAL: confirm the wording and the store’s consent responsibility.How do opt-outs work?
We text from a separate line, and we respect every opt-out. An opt-out never affects your store number.
Do you text at night?
No. We don’t text during quiet hours.
Our full texting terms are on the SMS terms page.
LEGAL: add carrier registration.Your store’s voice
Will it sound like us?
Yes. We speak in your style. You can influence how we talk to your clients in your settings, and you can stop messaging anytime.
Do you send mass texts?
No. Our team treats every guest as a unique conversation and uses the data we have to make it as personal as possible.
Your team
What does my team have to do?
Watch for handoffs and be ready to sell.
What’s in a handoff?
A summary of the interaction, what they want and when to expect them. All the details are there if you want to see them, including the full conversation.
Who gets the handoffs?
The people you designate in your store. They pass each one to the right person.
What if a client asks something only we can answer?
We send questions we can’t answer directly to your team.
Who is texting
Who is texting my clients?
Our team treats every guest as a unique conversation and uses the data we have available to make it as personal as possible. We are clear that we’re on your marketing team that works outside the store. We send questions we can’t answer directly to your team.
A texting assistant we built helps write and send the texts.
Is a person involved?
Yes! Our team is watching the conversations and we constantly monitor for quality control.
Your clients
Will my clients be annoyed?
We’re not pushy, and we don’t badger people. We speak in your style and stay on top of follow-up and answering questions. Messages come from a separate line, so an opt-out never touches your store number.
How often do you text?
We text based on the timing of your event, promotion or year-long plan. We follow up at least once with each engagement, and always answer questions, so guests are never left hanging. If we have recently contacted a guest we are aware and careful not to overwhelm them with messages.
Getting started and pricing
How fast can we start?
Plan on 3 weeks before your first event or promotion. We need lead time before a campaign to have quality conversations. Once we have your client data and business information, you don’t need as much lead time. For year-long plans, once we have your list and create the plans, texting can start right away.
How is it priced?
Events and promotions are pay as you go. Year-round Marketing Plans are an annual subscription. Both are priced by the size of your store and client list, and you choose how much we cover. Ask about introductory offers, and talk to us for a custom quote.
Do I need Clientbook CRM?
No. Handoff works from your client and sales data whether or not you use Clientbook CRM.