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Feature · Coaching Snapshot

Two-Way SMS — TCPA-Compliant Coach ↔ Client Texting

Opt-in capture, STOP-keyword suppression, message archives, and templated reminders / celebrations / check-ins. Built for the way coaches actually communicate.

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SMS is the most-opened channel by an order of magnitude. Email opens at 20–25%. SMS opens at 95%+. For coaching practices, that’s the difference between “client saw the reminder” and “client missed the session.”

What ships pre-built

  • Opt-in capture with explicit TCPA-compliant consent language (not pre-checked)
  • Carrier-required STOP / HELP keyword handling
  • A2P 10DLC registration for US-based practices (we file it free — others charge $150)
  • Message archive with searchable history per contact
  • Template library for reminders, celebrations, check-ins, follow-ups
  • Two-way inbox with reply routing to a single view
  • Pre-written tap-to-send replies for common acknowledgements

Use cases inside the snapshot

The two-way SMS layer powers:

  • Day-before session reminders (“see you tomorrow at 3pm, bring your wins from this week”)
  • Daily / weekly accountability check-ins (see the check-ins feature)
  • Birthday and anniversary touches (warm, brief)
  • Retainer payment-update prompts (gentle, recoverable)
  • Discovery-call confirmations and reminders
  • Cohort kickoff sequences (Slack invite alongside calendar invite)
  • Win celebrations (“nice work hitting that revenue target!”)

What stays off SMS

  • Long-form coaching content (use email or the portal)
  • Anything sensitive (use Voxer or a dedicated 1:1 channel)
  • Anything that needs a paper trail (use email with auto-archive)

Compliance defaults

  • Explicit opt-in checkbox on every form (not pre-checked)
  • Separate opt-in for marketing vs. transactional SMS
  • STOP / HELP / START handling per carrier requirements
  • Message archive retention configurable (defaults to 7 years)
  • No SMS to numbers in the FCC opt-out list

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How it fires in your firm

From trigger to outcome — in seconds

Every feature in the snapshot follows the same predictable flow once installed. No tinkering, no manual steps.

1
Trigger fires

Inbound call, form submission, missed appointment, or scheduled date — the right trigger kicks off the workflow.

2
AI processes

Voice or text AI gathers context, qualifies, and routes — calibrated to your originator type.

3
Action taken

Booking, transfer, follow-up, invoice, or review request — whatever the workflow is configured to do.

4
Confirmed

SMS + email confirmation to the prospect. Internal alert to your team. CRM record updated.

5
Tracked

Full transcript and structured data flow into GoHighLevel. Searchable, filterable, exportable.

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