Guide
Texting prospects from your own phone: what should an app do?
An app can prepare a text for you; it should not send one for you. In ClosersHQ your own pre-written wording opens in your phone’s Messages app with the number filled in, and you read it and press send from your own number.
What should an app do?
- Keep the wording you wrote, so you are not retyping the same invite.
- Fill in the person’s number and name and open your own Messages or mail app.
- Leave the last step to you: you check the message and press send.
What should an app not do?
- Send messages by itself, in bulk or on a timer.
- Send from a number or address that is not yours.
- Write the message for you. In ClosersHQ people only send texts they wrote themselves, and the AI coach never drafts messages to prospects.
Why does this matter?
A message from your own number, in your own words, is one you have read and chosen to send. It also keeps the record of what was sent on your own phone and with your own carrier or mail provider. If your firm has rules about texting or email, they apply to you just as they would without the app; check them before you send.
How does it work in ClosersHQ?
- Write your invite, confirmation and reminder wording once, in your own words.
- On a call, tap the text button. A box shows the message with the person’s details filled in.
- Tap “Open in Messages”. Your phone’s Messages app opens with the number and the text ready.
- Read it, change anything you like, and press send.
Messages on the phone appCompliance fact sheetClosersHQ and a CRM