Getting started with Pete: exactly what to expect

From the day you sign up to the day you're fully up and running. We lay out the whole process, including how text messaging works, so you know exactly what's ahead before you ever pay a dime.

Day One

You're up and running the same day

The moment you sign up, you get access to set your password and company info, and you can start working immediately. Calling is fully active from the start.

Works right away

Manage leads and deals, run your pipeline, make and log calls, upload files, and track your KPIs. It's all live the moment you log in.

Calls are active on day one

Your phone system works from the start. You can call and be called through Pete immediately, no waiting.

Texting takes a little longer

Sending text messages (SMS) needs a carrier approval step. It's the one thing that isn't instant, and we explain exactly how it works below.

The Process

From sign-up to running your business

Four simple steps. We're with you at every one.

Pick your plan and sign up

Choose the plan that fits your team. You're in within minutes.

Set up your account

Set your password and add your business info. This is also what unlocks texting later, so we help you get it right.

Book your onboarding call

We walk you through the platform and help you configure it around how you actually run your business. Want us to do it all for you? Our white-glove concierge sets your entire operation up inside Pete.

Start running your business

Calls, pipeline, automations, and reporting, all live. Your system is ready to grow with you.

If You Plan to Text Sellers

How text messaging (SMS) gets turned on

Not everyone uses texting, so if you don't plan to, you can skip this. If you do, here's the honest breakdown. Sending texts requires carrier approval, called A2P. It's an industry-wide requirement for every platform, not a Pete thing, and we handle the entire submission for you. Here's the timeline so nothing surprises you.

We submit your business profile

Once your setup info is in, we send your business to the carriers to verify. If your LLC is 6+ months old, this is usually approved in 1 to 2 days.

Carriers review your website

They check that your site has the right opt-in form, privacy policy, and terms. We tell you exactly what's needed before anything is submitted, so there's no guesswork.

We submit your SMS campaign

The carriers do a final review that takes 14 to 21 business days. No one can speed this up. Nothing is needed from you here, we handle it and keep you posted.

Established business (LLC 6+ months)

Roughly 3 to 4 weeks to full texting

Brand-new business (LLC under 6 months)

Up to about 60 days (new businesses need a few extra documents)

The whole time

Your calling works with no interruption

What You'll Need for Texting

A short checklist, and we help with all of it

To submit for text approval, you'll need these. If anything's missing, we tell you exactly what to fix.

Your legal business name, matching your IRS paperwork exactly
Your EIN (business tax ID number)
A physical business address (no PO boxes)
A business website with an opt-in form, privacy policy, and terms No website yet? Pete has a built-in, already-compliant website builder you can add on.

Why we tell you all of this up front

Most platforms let you sign up and then surprise you with the texting wait. We'd rather you know exactly what to expect: calls work immediately, texting takes a few weeks to approve, and we handle the entire process and keep you updated every step of the way. No surprises, no runaround. That's how we'd want to be treated, so it's how we treat you.

Ready to see Pete for your business?

Book a demo and we'll show you exactly how it fits your operation, texting timeline and all.

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