Just setting up your texting account and not sure where to get started? Just follow these first few steps to start generating leads as soon as possible!


  1. If you don't have an invite code just yet, sign up for a time to speak with us by clicking Request Access on www.leadsherpa.com
  2. Once you have an invite code, create your log in, choose your subscription tier, and pay to register.
  3. Go to Account Settings.
  4. Set the time zone you’re in (this will ensure all your dashboard times are accurate).
  5. Confirm your market and set your master call forwarding number per market—this can be any number you’d like, but we find it’s best to send unscheduled calls to an automatic voicemail.
  6. Add your users with their contact information--mobile numbers will be used for SMS relay.
  7. Set each user’s role (master admin, admin, staff, junior staff).
  8. Add your SMS quick replies—these will allow you to go through your incoming messages as quickly and efficiently as possible. 
  9. Link your Zapier Webhooks.
  10. Create your first campaign!


To see how we do it, watch this YouTube video.