Compliant SMS review outreach
A review-management SaaS was stuck for three months with non-compliant SMS. We rebuilt outreach with per-customer registration and consent records.
What we worked on
Outreach & Marketing Ops Automation SMS Compliance & Consent Tracking SaaS Rescue
Year completed
2026
Background
A review-management SaaS sells automated review requests by text and email to small businesses. Its product had been stuck for about three months waiting on a third-party API approval, and its texting no longer met updated carrier compliance rules.
Challenges
The business couldn't sell while the product was blocked, and outreach sent on behalf of many customers had to be compliant and isolated, so one customer couldn't put the others at risk.
Outcome
We got the review-platform API approved and review data flowing, then rebuilt messaging so every customer gets its own registered SMS brand, campaign and number, with a consent record for every recipient. The co-founders started testing the same day they saw the demo and began onboarding customers onto the new texting setup.
A small-business reputation-management SaaS (name withheld)
Name withheld
Compliant outreach at scale: per-customer SMS registration and consent tracking unblocked a review-management SaaS
~3 months
Product blocked before we unblocked it
Per customer
Registered SMS brand, campaign and number for every customer
0
API errors in the compliance demo
Pull quote
That looks awesome. So we can definitely start testing today […]
Co-founder, reputation-management SaaS (September 2026)
Snapshot
Industry
SMB SaaS: reviews and reputation management
Services
Rescue and stabilization, third-party API approval, SMS compliance rebuild, QA, handoff
Duration
August to October 2026 (rescue, compliance rebuild, handoff)
Before
A product blocked for about three months, review-request texting that didn't meet updated carrier rules, and no per-recipient consent records.
After
Each customer has its own registered SMS brand, campaign and number, consent is captured for every recipient, review data is flowing again, and customers are onboarding to compliant texting.
Timeline
Aug 2026
Rescue starts
QA and third-party approvals.
Sep 2026
Approval and compliance design
API approved, SMS compliance design confirmed and per-customer subaccounts working.
Oct 2026
Handoff and onboarding
Code and hosting handed over; customers onboarding to compliant texting.
What we designed
Clear QA across the customer experience, admin dashboard and landing page.
Get the review-platform API approved.
Rebuild SMS for compliance: a registered brand, campaign and number per customer, hosted policy pages and consent records. Then hand over hosting and code.
Why this work existed
The business could not sell while the product was blocked and its core messaging feature was non-compliant.
What we built
API approval and automated review polling from the business-profile API.
Automated review-request texts and emails.
Compliant SMS with isolated per-customer subaccounts, brand and campaign registration, and consent records (phone, optional name and email, proof ID and business).
QA fixes, payment policy links, an accounting integration, and a full handoff of hosting and code.
What powers it: workflow automation and compliance logic. No AI is claimed here.
The problem this solved
We unblocked a stalled product and made its core outreach feature compliant, so the team could scale review requests across customers and start onboarding again.
FAQ
Why does per-customer SMS registration matter?
When a platform texts on behalf of many businesses, each one needs its own registered brand, campaign and number. Isolating them keeps one customer's messaging from putting the others at risk, so outreach can scale.
Is AI used?
No AI is claimed for this project. It is workflow automation: review polling, automated review-request texts and emails, and consent capture.
How long did it take?
About three months, from the rescue in August 2026 to handoff in October 2026.
Are revenue or customer figures available?
No. We report delivery facts only: the product was unblocked and customers began onboarding.
Who is this kind of engagement for?
SaaS products and agencies that send outreach such as review requests, reminders or follow-ups on behalf of many customers and need it compliant.
