Onboarding Steps

This page outlines your journey with nativeMsg — from setup to launch. Each phase includes what we’ll handle, what we’ll need from you, and how we’ll measure success together.

The Four Onboarding Phases

Your onboarding experience happens in four key phases — designed to make your launch simple, transparent, and efficient.

Phase 1: Kickoff & Alignment

We’ll align on goals, project scope, success metrics, and confirm your use cases.

💡 This is where we turn your objectives into an actionable success plan.

What nativeMsg Does	What You’ll Do	Success Looks Like
Schedule kickoff call	Attend the kickoff meeting	Alignment on goals, timeline, and deliverables
Review your use case	Share use case and messaging examples	Shared success plan created
Confirm project timeline	Provide key contacts	Project plan approved

Phase 2: Setup & Configuration

We’ll take care of the initial technical setup and ensure your environment is ready for messaging — securely, compliantly, and fully branded.

What nativeMsg Does	What You’ll Do	Success Looks Like
Provide integrations & channel connections	Request assistance if needed	Platform ready for testing
Complete registration requirements	Review business information	Compliance approved
Brand setup (logos, colors, links)	Provide brand assets (logo, URL)	Campaign assets ready for QA

⚙️ We’ll keep you updated throughout setup — no technical background needed.

Phase 3: Validation & Testing

Now it’s time to test message flows, opt-in/opt-out responses, and ensure everything functions as intended before we go live.

What nativeMsg Does	What You’ll Do	Success Looks Like
Run QA and message tests	Review and approve sample messages	QA passed and signed off
Verify STOP/HELP and opt-in flow	Confirm privacy policy and terms links	Opt-in/opt-out verified
Test message delivery	Respond to test runs	End-to-end validation complete

🧠 Testing ensures every interaction meets compliance and brand standards.

Phase 4: Launch & Optimization

Your first campaign is live! Your customer success manager will help monitor performance, track message delivery, and ensure your experience is smooth.

What nativeMsg Does	What You’ll Do	Success Looks Like
Help you launch your first campaign	Review launch report	Successful delivery
Monitor engagement & delivery	Provide feedback on results	Customer feedback collected
Schedule follow-up call	Attend post-launch review	Optimization plan created

🚀 Congratulations — you’re live! Your CSM will continue to guide you with insights and recommendations.

After Launch

Onboarding doesn’t end at launch — it transitions into partnership. You’ll continue working with your Customer Success Manager to grow adoption, and plan future campaigns.

Topic	Description
Regular check-ins	Monthly meetings with your CSM for optimization
Reporting	Quarterly reports with insights & trends
Expansion opportunities	Explore new channels, integrations, or features

Need Help Along the Way?

Type of Question	Contact	Method
Support	nativeMsg Support	[e-mail]

💬 We’re here to help — reach out anytime if you get stuck or want feedback.