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Lead Generation Playbook
SMS Lead Generation Playbook | TextingOnly Knowledge Base
The end-to-end TextingOnly system for capturing, qualifying, and attributing leads through native SMS — from entry point setup through OTTO qualification to closed lead. Four stages. Every step configured from the dashboard. No code required.
The four-stage lead generation system
Every TextingOnly lead generation campaign follows the same four-stage model. The stages run in sequence — Land captures identity, Engage qualifies intent, Convert delivers the lead, Attribute connects the contact to its source. OTTO runs Stages 2 and 3 automatically. Your team steps in only at Stage 3, with a prepped, expecting caller.
The prospect scans a QR code, taps a SmartLink, or texts a keyword. Their native Messages app opens with a pre-filled message. One tap sends it — and at that moment, mobile number, TCPA consent, geo signal, and campaign source are all captured simultaneously. OTTO fires within 3 seconds.
- Dynamic QR codes — print, signage, direct mail, vehicle wraps, events
- SmartLinks — social bio, email, ads, website buttons (device-aware routing)
- Keywords — TV, radio, broadcast (“Text HVAC to receive a free estimate”)
- Every entry point produces its own attribution row in Scans and Clicks
The moment the opt-in fires, OTTO runs the configured qualification flow. Three flow types are available — use one or chain all three in sequence within a single campaign.
Numbered menu — reply 1, 2, or 3. Routes by service type, urgency, or location. Fastest path to qualification. Under 10 seconds from opt-in to routing signal.
One question at a time — name, address, timeline, budget. 71% completion vs. 19% for web forms. Every answer is structured data, not a transcript.
Detects language preference at opt-in. Branches the full conversation — English, Spanish, or any configured language. Full language funnel →
When the qualification flow completes, OTTO sends the Prepare Caller message — telling the contact exactly who will call them, from which number, and approximately when. The contact saves the number. The call is expected.
Simultaneously, a structured Lead Notification fires to your team with full context: name, number, intent path, conversation transcript, geo-stamp, and campaign source. CRM-ready. No transcription needed.
- Prepare Caller message dramatically increases answer rates vs. cold dial
- Lead notification delivered via email, SMS, or dashboard
- Rep calls with full context — name, service need, timeline already known
Every contact record carries its originating campaign source from the moment of opt-in. The Scans and Clicks report shows opt-in volume, ITR completion rates, and cost-per-lead per placement. For digital entry points, UTM parameters flow through the SmartLink and attach to the contact record.
- Per-placement attribution — compare QR vs. SmartLink vs. keyword in one view
- UTM parameters preserved through desktop-to-mobile device switch
- Geo signal captured at scan — down to area code and nearest cell tower
- Attribution chain: entry point → opt-in → OTTO flow → lead delivered
Setup checklist before launching
Complete these steps in the TextingOnly dashboard before your first campaign fires:
TCPA compliance in the lead generation flow
The TextingOnly lead generation flow is built on opt-in by design. The contact initiates the first message by scanning a QR code or tapping a SmartLink and sending the pre-filled text — this constitutes TCPA-compliant express written consent.
Every contact record stores the opt-in timestamp, mobile number, and entry point. 10DLC registration documents the opt-in mechanism to carriers, satisfying their documentation requirements for compliant high-volume sending. No separate opt-in capture form is required — the send event is the consent record.
Common questions
Platform overview
Lead generation playbook — at a glance
What is the TextingOnly lead generation playbook?
The TextingOnly lead generation playbook is the end-to-end system for capturing, qualifying, and attributing leads through native SMS across four stages: Land (entry point captures identity), Engage (OTTO runs qualification), Convert (Prepare Caller + lead delivery), and Attribute (campaign source tracked to every contact). Every stage is configured from the dashboard without code. A new campaign can be live within the same business day.
How does OTTO qualify leads automatically?
OTTO runs one of three qualification modes: an ITR menu routes contacts by numbered reply in under 10 seconds; a conversational collector gathers structured data one question at a time with a 71% completion rate; or a language selector branches the conversation by preference. These modes run independently or chained in sequence — fully automated, 24/7, no staff at first touch. Your team receives a structured lead alert when qualification is complete.
What entry points does the playbook support?
Three primary entry point types: dynamic QR codes for print, signage, direct mail, and vehicle wraps; SmartLinks for digital channels with automatic device detection — mobile goes to SMS, desktop sees a QR bridge; and keywords for TV and radio. All three feed the same OTTO engine and produce per-placement attribution rows in the Scans and Clicks report. QR codes and SmartLinks update from the dashboard without reprinting.
How is TCPA compliance handled in the lead generation flow?
The TextingOnly lead generation flow is opt-in by design. The contact initiates the first message by scanning a QR code or tapping a SmartLink — constituting TCPA-compliant express written consent. The opt-in timestamp, mobile number, and entry point are stored with every contact record. 10DLC brand and campaign registration is completed before any campaign launches, satisfying carrier documentation requirements for compliant high-volume sending.
Ready to run the playbook
Your first campaign.
Live today.
TextingOnly sets up entry points, configures OTTO, and registers your 10DLC campaign — all in one onboarding. Most campaigns go live the same day.