A two-week business texting pilot your reps can finish

Give the pilot an owner, a small approved audience and a written decision at the end.

Days one to three: prepare the desk

Choose one representative, one backup and an administrator. Confirm the actual production tier, sender identity and audience limits. Set up a small group of consenting test participants before any customer-facing work.

Run an ordinary exchange, a changed appointment and a request that needs a colleague. Keep a log of missing permissions, confusing screens and information that fails to reach the CRM.

Days four to ten: observe the whole conversation

Use an approved, limited live workflow once the setup checks pass. Record who owns each reply and how exceptions get resolved. Hold a short daily review of unassigned work and stopped conversations.

Keep the scope steady enough to learn something. Changing the message, audience and staffing at once makes it hard to understand why the result moved. Document necessary changes rather than pretending the trial stayed identical.

Days eleven to fourteen: make the buying decision

Compare the observed work with your original requirements and full cost estimate. Separate blockers from inconveniences and from features nobody used. Ask the provider to resolve unanswered plan questions in writing.

Choose to proceed, extend a specific unresolved test, or leave. If you leave, export the needed records and remove access. If you proceed, turn the pilot notes into a short operating checklist for the next representative.