What onboarding looks like
Concierge setup, done with you.
Pay once, sign into your dashboard right away, and book your onboarding call. We draft your tenant, contractor, and broker voices with you — email goes live the same day; WhatsApp within the week.
Your onboarding timeline
Step 1
Day 0Pay once, open your dashboard
Checkout takes a minute. We provision your private server automatically and email you a sign-in link to your Sendhelm dashboard.
Step 2
Same daySchedule your concierge call
Inside your dashboard, book a 1-hour onboarding slot. Your Getting Started page tracks setup progress and holds your Calendly link.
Step 3
1 hourYour concierge call
We set everything up together — persona voices, contact routing, and the email you want Sendhelm to manage.
Step 4
Same dayEmail goes live same day
Your email starts routing through Sendhelm after the call. New messages appear in your dashboard pending queue; you approve every draft before it sends.
Step 5
~5-7 daysWhatsApp within the week
WhatsApp Business requires Meta verification, which typically takes 5-7 days. We handle the paperwork and tell you when it is live.
Step 6
OngoingManage everything from your dashboard
Once channels are live, new messages land in your pending queue. Approve, revise, or reject drafts from the dashboard — plus history, contacts, stats, and channel health.
What we need from you
Three things. We handle everything else during the call.
- The email address you want Sendhelm to manage
- A WhatsApp Business number (or we help you create one)
- Who you talk to and how each relationship should sound
No-risk start
Every customer gets an isolated instance on dedicated infrastructure, and you approve every outbound message. If Sendhelm is not saving you time, the 30-day money-back guarantee means your first month is refundable in full, no questions asked.
Ready when you are
Get started today, or talk to us first — whatever you prefer.