Your Launch Call is Scheduled

Here’s what to expect — and how to prepare.

You’re all set.
We’ve received your launch intake and your setup call is booked.

This is a working session, not a sales presentation.
The goal is to make sure Call Action is a fit for your goals and to get everything lined up so your launch goes smoothly.

What We Will Do on the Call

On your launch call, we’ll:

  • Confirm your goals and make sure Call Action is the right fit
  • Review the recommended billing plan and what to expect
  • Set up your account together (this typically takes under 10 minutes)
  • Connect your CRM and activate the embedded app
  • Submit your A2P messaging registration w/ EIN
  • Assign a few simple next steps to prepare for launch

Most calls take about 45 minutes.

Nothing goes live until we’ve aligned on the setup.

What Happens After the Call

After the launch call:

  • Your messaging registration is reviewed (typically 2-3 business days for approval)
  • You’ll complete a short homework setup (recording a few voicemails for the Revive campaigns)
  • We’ll meet again for a second onboarding call to finalize setup and activate campaigns.

This approach keeps everything compliant, intentional, and set up the right way.

One Small Thing to Have Handy

To submit your A2P messaging registration, we’ll need basic business information.
If available, please have your business name and tax EIN ready for the call.

(if you don’t have this yet, we’ll walk through options together.)

Optional: Get Familiar Before the Call

If you’d like to get a feel for how others use CallAction, you’re welcome to join our private community.

Inside, you’ll find:

  • Launch tips and real-work examples
  • Short videos and walkthroughs
  • Updates and insights from the founder

This is optional — just a resource if you’d like to explore ahead of time.

Join the private Call Action Facebook Community

You’ll receive calendar reminders and call details by email.

We’re looking forward to working with you.