01

Intake & Campaign Vetting

Problem

Use case descriptions don't match the campaign type. Sample messages reference content TCR won't accept. Opt-in flow documentation is missing or vague. The submission gets rejected before it reaches a human reviewer.

What is done

Use case alignment is reviewed against the campaign type — Low Volume Mixed, Customer Care, Marketing, or other — and corrected where the description doesn't match. Opt-in flow design and CTA compliance are checked. Sample messages are reviewed against carrier expectations. Campaign details are organized into a submission-ready package.

Outcome

A complete, submission-ready campaign package that addresses the actual TCR criteria — not a guess at what reviewers want to see.

02

Website Compliance Vetting

Problem

The privacy policy doesn't reference SMS messaging. The opt-in form is missing required disclosure language. The website describes one use case and the campaign submission describes another. Reviewers flag every one of these.

What is done

Privacy Policy and Terms of Service language are reviewed for SMS-specific coverage. Opt-in forms are checked for disclosure placement, consent language, and CTA compliance. Website content is evaluated for alignment with what the campaign submission actually claims.

Outcome

Website and campaign content that align before the submission reaches review — with specific corrections documented for each gap found.

03

Registration & Approval Support

Problem

The rejection reason is too vague to act on. The platform says "use case mismatch" or "opt-in issue" without telling you what specifically needs to change. Resubmitting without a clear fix just resets the clock.

What is done

Rejection feedback is analyzed against the original submission to identify the specific gap — use case alignment, opt-in documentation, website compliance, or prohibited content — and targeted fixes are mapped to each issue before resubmission.

Outcome

A resubmission with changes that address the actual rejection reason, not a guess.

04

Implementation Readiness

Problem

The campaign is approved and messages still aren't sending. Numbers aren't assigned to the right Messaging Service. Webhooks aren't configured for delivery or status callbacks. There's no error handling and no monitoring in place.

What is done

API configuration, number assignment, Messaging Service setup, webhook endpoints, and workflow fit are reviewed against what the approved campaign actually requires to send.

Outcome

A documented implementation checklist that closes the gap between approved campaign and operational messaging system.

05

API Troubleshooting

Problem

You're getting 400 or 30007 errors you can't reproduce consistently. Messages are accepted by the API but never delivered. Error codes don't map to anything in the documentation. Platform support hasn't been useful.

What is done

SMS and voice integration issues are debugged directly — request parameters, response codes, number configuration, Messaging Service assignment, and delivery failure patterns are reviewed to isolate the specific issue. Data validation and request/response troubleshooting are part of every diagnosis.

Outcome

A clear diagnosis of the failure point and a specific path to a working integration. Practical resolution — not theory.

06

Console Guidance (Twilio)

Problem

Numbers are assigned to the wrong Messaging Service. Campaigns are registered under the wrong use case. A/2P settings and geographic permissions are misconfigured and nobody is sure what's wrong or in what order to fix it.

What is done

Twilio Console campaign setup, number configuration, Messaging Service assignments, and A2P registration status are reviewed step by step in the actual platform workflow — including how they interact with each other when things aren't working as expected.

Outcome

A correctly configured console setup with no mismatched numbers, campaigns, or services.

07

SOP & Process Design

Problem

Every client onboarding is a one-off. There's no standard intake form, no defined review checklist, and no documented submission process. Each new client means starting from scratch and hoping nothing gets missed.

What is done

Intake, compliance review, submission, and follow-up steps are mapped and turned into documented SOPs — especially useful for agencies managing multiple subaccounts or onboarding clients at scale. The goal is reducing back-and-forth and making the process repeatable without constant judgment calls.

Outcome

A documented onboarding workflow that produces consistent submissions regardless of who runs it.

08

Dashboard Design

Problem

Nobody knows which campaigns are registered, which are pending, which are missing documentation, or which accounts are at compliance risk. Status lives in email threads and spreadsheets nobody keeps updated.

What is done

Key tracking fields, status views, missing input flags, and reporting requirements are mapped into a dashboard structure that surfaces operational state across all active campaigns and subaccounts.

Outcome

A single place to see campaign status, gaps, and risk across the full onboarding pipeline.

09

Monitoring for Compliance & Deliverability

Problem

The system is live and there's no visibility into delivery rates, error patterns, or compliance drift. Issues surface when a client complains or a campaign gets flagged — not before.

What is done

Risks for carrier filtering and spam labeling are identified. Campaign behavior, message patterns, and delivery indicators are reviewed. Logging requirements and alerting thresholds are defined for the specific platform and campaign type in use.

Outcome

A monitoring setup that catches delivery and compliance problems before they escalate — and supports ongoing compliance with evolving carrier requirements.

10

Migration & Porting Support

Problem

Switching providers or porting numbers mid-campaign without a plan breaks registered campaigns, disrupts active messaging, and creates re-registration work that wasn't scoped. Nobody mapped the dependencies before the move started.

What is done

CSP/platform migrations, phone number porting, subaccount restructuring, and campaign re-registration requirements are reviewed and sequenced before any changes are made. Continuity risks are documented so nothing gets broken in the transition.

Outcome

A migration plan that keeps campaigns operational through the transition.

11

RCS Application Support

Problem

RCS application requirements aren't well documented, and starting the process without understanding brand verification, agent configuration, and carrier approval requirements wastes time and creates avoidable delays.

What is done

RCS application requirements, brand verification readiness, and use case fit are reviewed. The question of when to adopt RCS vs. SMS is addressed directly — along with how to structure a messaging strategy for future channels without disrupting existing campaigns.

Outcome

A clear picture of readiness, what the application process requires, and how RCS fits into the broader messaging setup.

Not sure which service fits your situation?

Describe the platform, current status, and what's broken or blocked. The right starting point can be scoped from there.

Request help