When you open me up, you'll land on a simple two-panel layout. On the left you'll find every campaign you've built with me, sorted into Drafts and Activated — you can search, filter, or jump back into any of them. On the right is our shared workspace, where I'll guide you through each step. The first time through you'll see this “Welcome to Olivia” screen — just click “+ Start a New Campaign” and we're off.

Before we build anything, I'll quickly check that your business profile is complete. If something's missing, you'll see this “Complete Your Business Details” prompt asking for your business name, website, and a short description. Just click “Complete Profile” to fill them in — it only takes a minute, and it's what lets me write messages that genuinely sound like your business.

This is where you fill in your business details. Add your name and contact number, your website, your business name and type, and — most importantly — a short business description. That description is what I lean on to write messages that actually sound like you, so a clear sentence or two goes a long way. You'll also choose your Account Type — Individual or Agency (there's a quick rundown below). When everything looks right, hit Submit.

Here's your business profile laid out for a final look — your business name, website, and description. Give it a quick read, and if everything's right, click “Looks Good, Continue.” Spotted something off? No problem — hit “Edit Profile” to fix it first. These details get used to craft your campaign messages, so it's worth a second glance.

Now let's talk about what you want this campaign to do. Pick your purpose — outreach, a promotion, a follow-up, and so on — choose the tone that matches your brand, and tell me the goal you're after, like getting a reply or a booked call. I use all three together to write messages that feel relevant and land the way you want.

Time to name your campaign and decide how many messages to send. Give it a name you'll recognise later — something like “NY-Dentists Summer” works well. Then choose your sequence: one message for a single touch, or two to three for a drip that follows up automatically. This is also the moment your campaign draft gets created, so you can save and come back to it anytime.

Tell me the kind of businesses you want to reach — something like “Roofing Contractor,” “Dentists,” or “Restaurants” — and hit Search. I'll map your input to related categories so we catch as many good matches as possible. Once the mapped categories look right, we'll go pick a location.

Now pick where to look. Choose a US state, then decide whether to target the whole state or just specific cities. For local service businesses, a few focused cities usually means better response rates; for anything you can serve remotely, going state-wide casts a wider net.

How many businesses would you like to reach? Enter your lead count and I'll use it to plan everything that follows — the availability check, the acquisition, and the credit estimate. You can change this anytime before lead acquisition begins, and your progress saves automatically as you go.

Before spending anything, I check how many matching leads actually exist for your business type and location, and show you exactly what they'll cost. You'll see how many you already have, how many you still need, and whether your balance covers it — all before you commit to acquiring.

Great — your leads are in. These are real businesses that match your targeting, saved to your account and ready for this campaign. Take a moment to look them over and make sure they're the right fit, then we'll move on to writing your messages.

Here's where I draft your messages for you, using your business description, your campaign intent, and who you're targeting. Read each one over — you can edit the wording directly or ask me to regenerate a fresh version. Every message comes pre-compliant with a “Reply STOP to opt out” already included. When they look good, click “Looks Good, Continue” and we'll move to scheduling.

Let's set when your messages go out. Pick a start date for the first message and I'll handle the rest. Sends stay inside a 09:00–21:00 window in your audience's time zone — set automatically from the state you targeted — and I space messages out with small random gaps for better, compliant delivery. You'll see a preview of the full schedule on the right before you continue.

One last check before launch. I add up the credits your campaign needs — based on your lead count, number of messages, and their SMS segments — and compare it to your balance. If you're short, you'll see exactly how many credits to add; just buy what you need, come back, and click “Re-check balance.”

Here's your whole campaign in one view — overview, targeting, leads, messages, schedule, and credits. Most of it is locked in by now, but your messages and schedule are still editable if you want a final tweak. Give everything a careful read, and when you're ready, click “Activate Campaign.”

That's it — your campaign is live! You'll see a confirmation with your totals: leads, SMS segments, messages, credits reserved, start date, and send window. From here I take over the sending, and you can head to your Dashboard anytime to watch the results roll in — deliveries, replies, and opt-outs, all in real time.