Sage Coastal customers consent to receive SMS lead notifications through a clear two-step process: a signed Customer Service Agreement and an explicit opt-in inside their account dashboard. Both steps display the full consent language at the moment of consent.
Before any service is delivered, the customer signs the Sage Coastal Customer Service Agreement. Section 3 of that agreement contains the explicit SMS consent language reproduced below. The customer signs the agreement either on a printed PDF or via DocuSign.
"By signing this Agreement, Customer expressly consents to receive automated SMS text messages from Sage Coastal at the mobile number(s) Customer provides, under the following terms:"
After signing the agreement, the customer receives an invitation to app.sagecoastal.com. They sign in via SMS one-time passcode authentication using the mobile number on file from the agreement.
Inside the dashboard, the customer enters one or more mobile numbers in the "Where should leads go?" SMS field. The consent language is displayed inline directly below the field. The dashboard form looks like this:
The checkbox is unchecked by default. The customer must affirmatively click the checkbox to indicate consent before the "Save delivery settings" button will accept the form. SMS lead notifications are only enabled after the customer checks the box and saves.
Every customer who opts in can opt out instantly by replying STOP to any SMS they receive from Sage Coastal. Replying HELP returns contact information for support. These opt-out and help mechanisms are described at the moment of opt-in (Step 3) and reiterated in the public SMS Messaging Terms & Consent page.
Customers can also remove or change their mobile number at any time from the same dashboard field, which immediately stops further SMS notifications to the removed number.
The full SMS Messaging Terms and Consent are published publicly at sagecoastal.com/sms-consent.html and are referenced from both the Customer Service Agreement and the dashboard. The same language appears verbatim in all three locations.
For questions about the Sage Coastal SMS program, including consent verification, reply STOP / HELP behavior, or to request copies of executed customer agreements, contact hello@sagecoastal.com.