Texting Guide for Account Executives

Account executives win when follow-ups are timely, resources are relevant, and next steps are easy. Short texts help you confirm interest, schedule meetings, and resolve blockers fast. TextUs gives you a clean workflow that connects every conversation to your CRM.

How TextUs Fits Account Executive Workflows

TextUs Campaigns can reach specific pipeline segments with one clear ask. You can attach PDFs or images like one-pagers, pricing summaries, or case study snapshots so prospects can decide in the thread.

Keywords such as YES, DEMO, or PRICING can enroll contacts in Sequences that send links and reminders automatically.

Replies appear in the Shared Inbox, where sales and SDRs can assign owners and add notes. Integrations can log every message, click, and outcome to your CRM so forecasting stays accurate. You can check deliveries, replies, and clicks, then export CSVs for weekly pipeline reviews.

What to Set Up First

Connect your CRM so stages, owners, and key fields sync both ways. Register 10DLC numbers and keep opt-out handling active so STOP and UNSUBSCRIBE process automatically.

Define target lists like “Post-Demo,” “Proposal Sent,” “Procurement Review,” and “No Response 7 Days.”

Draft a small library of templates for common steps. Prepare versions for meeting confirmation, reschedule, pricing request, security review, and next-step alignment. Set Shared Inbox coverage by region and hours so hot replies get fast responses.

How to Create an SMS Campaign With TextUs

1. Choose your audience: Open Campaigns in TextUs and select a CRM segment such as “Proposal Sent.” This can make sure your message matches stage and intent.
2. Write your message: Keep it short and specific. Example: “Hi {{first_name}}, quick check on the proposal for [Company]. Want a 10-minute call to confirm next steps? Reply YES and I will send times.”
3. Attach media: Add a pricing summary, ROI snapshot, or security one-pager when helpful. Attachments can reduce back-and-forth.
4. Set up an A/B test: Create a second version that changes the opener or call to action. Keep the variant with the higher reply rate.
5. Schedule your campaign: Send during business hours in the prospect’s time zone. Add one follow-up 24 to 48 hours later if there is no reply.
6. Create a keyword: Add a keyword such as YES, DEMO, or PRICING and reference it in your message. TextUs can recognize and route replies automatically.
7. Link to a sequence: Connect the keyword to a two-step sequence. For example, “Step 1: Send the scheduling or pricing link. Step 2: Follow up after 24 hours if there is no action.”
8. Send and monitor: Launch your campaign, watch replies in the Shared Inbox, and assign owners immediately.

Example sequence messages:

• Step 1 (auto-reply): “Thanks for the green light. Here is the scheduling link: [short URL].”
• Step 2 (reminder): “Hi {{first_name}}, still good to connect? You can grab a time here: [short URL]. I can also text a short pricing overview.”

Segmentation and Personalization Strategy

Segment by stage, buying role, and recency so each text drives one action. Useful dimensions include last activity date, product interest, technical fit, and region. Exclude closed-won, closed-lost, and recent outreach to protect deliverability.

Personalize with first name and one context detail such as demo date, use case, or evaluation tool. Example: “Hi {{first_name}}, you mentioned [Outcome] during Tuesday’s call. Want me to text a customer example that matches it?” Set fallbacks so no message looks broken.

Refresh segments daily. Clean lists can lift reply rate and keep attention on active deals.

Template Library for Account Executive Scenarios

Keep a compact set of reusable templates that match your frequent moments. One ask per message and one clear action.

• “Hi {{first_name}}, ready to finalize next steps for [Product]? Reply YES and I will send times.”
• “Pricing overview ready. Want the summary PDF or a 2-minute video? Reply PDF or VIDEO.”
• “Security details available. Want the SOC 2 one-pager? Reply SECURITY.”
• “Here is a quick case study from [Customer]: [short URL]. Want the highlights that match your use case?”
• “Missed you today. Want to reschedule? Reply TIMES and I will share options.”

Review the template performance monthly with compliance. Retire low performers and keep files small so they open quickly on mobile.

Deal Progression and Objection Handling

Map one message to one milestone. After a demo, confirm the decision process and send the scheduling link. After a proposal, confirm stakeholders and offer a quick pricing summary.

Handle objections with a short answer and one asset. Pair budget with ROI snapshot, security with compliance one-pager, and integration with a simple diagram. Ask one closing question to move the thread forward.

Use calm re-engagement for stalled deals. One nudge and one reminder is enough before moving the contact to a slower sequence.

Reporting and Attribution Workflow

Export deliveries, replies, and clicks from TextUs weekly. Join that data with CRM outcomes like meetings booked, stage moved, and opportunities created. Keep campaign name, segment, keyword, and send time consistent so analysis stays clean.

Track reply-to-meeting, meeting-to-stage, and stage-to-close ratios by rep and segment. Compare A and B variants to learn which opener and CTA perform best. Share a one-page summary with delivery rate, reply rate, meetings booked, and top-performing message.

Managing Replies in the Shared Inbox

All replies can appear in the Shared Inbox so AEs and SDRs see the same context. The first responder assigns the thread to themselves so ownership is clear. Templates provide consistent language, and you can add a personal line to keep the tone human.

Use tags like Demo, Pricing, Security, Procurement, and Reschedule to organize threads. Add a brief note before forwarding to solutions or legal, so context travels. Keep notifications on during business hours to capture interest quickly.

Compliance and Deliverability for Account Executives

Use registered 10DLC numbers for all sales traffic. Keep opt-out handling on so STOP and UNSUBSCRIBE process automatically. Include a short line in the first message that says “Reply STOP to opt out.”

Avoid spam triggers by limiting links, punctuation, and all caps. Keep attachments relevant and under 1 MB. Send during local hours and cap touches to two per week per contact.

FAQs About Texting Guide for Account Executives

Can I attach proposals or security documents to texts?

Yes. TextUs allows PDFs, images, or GIFs in both campaigns and one-to-one conversations. Many teams share pricing summaries, SOC 2 one-pagers, or implementation snapshots to speed decisions.

Can I automate follow-ups after demos or proposals?

Yes. You can connect keywords like YES or PRICING to Sequences that send links and timed reminders. This reduces manual chasing and keeps momentum.

Can I see which texts drive meetings and stage moves?

Yes. You can review deliveries, replies, and clicks in TextUs and export CSVs. Join those with CRM events like meetings created and opportunities advanced for attribution.

How does the Shared Inbox help AEs and SDRs coordinate?

All replies appear in one shared view where teammates can assign owners, tag threads, and add notes. This prevents duplicate outreach and keeps handoffs smooth.

What should I measure to improve close rates?

Track reply rate, meeting rate, and movement to the next stage by segment and template. Test openers, send times, and keyword choices. Small changes to clarity and timing can lift reply rate by 15%.