Campaign Launch Checklist
1. Account Health and Messaging Limits
- Ensure your daily messaging limit is sufficient for your campaign
- Check and maintain good account health
- Have a backup number with increased health (10,000+ limit) ready
2. Message Templates
- Create and get approval for all necessary message templates
- Plan for combo messages (auto follow-ups)
- Mix different content types (text, image, video, audio)
- Personalize messages using the
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3. AI Bot Setup
- Create and fine-tune AI bots for your campaign
- Set clear mission, context, and call-to-action for each bot
- Test bot responses thoroughly
4. Automation Sequences
- Design effective automation sequences
- Set up scheduled messages (fixed date or delay)
- Configure bot switching within automations
- Ensure proper lead management (tagging, subscribe/unsubscribe)
5. Lead Management
- Set up proper lead filtering and organization
- Define tags for lead stages:
- Cold
- Warm
- Hot
- Bought
- Use bulk actions (subscribe/unsubscribe/tag/untag)
6. Integrations
- Set up necessary integrations
- Integration options:
- Custom Webhook for CRM (GoHighLevel)
- Custom Webhook for Zapier
- Google Sheet App Script
- Test data flow from lead collection system to Salesbot
7. Compliance
- Ensure all leads have opted in to receive messages
- Include unsubscribe options in your messages
- Add disclaimer message to WhatsApp profile description
- Configure WhatsApp profile settings
- Verify profile photo and credit card details
- Maintain sufficient account balance
8. Message Content Strategy
- Include:
- Benefits
- Objection handling
- Urgency elements
- Trust-building components
- Clear call-to-actions
9. Testing
- Test automation sequences personally
- Verify all links and call-to-actions
- Make necessary adjustments
10. Monitoring Plan
- Set up team/user routine for AI interaction monitoring
- Monitor email for escalation notifications
- Plan for human intervention scenarios