This checklist walks you through everything you need to get Sawyer Marketing Suite up and running. Work through it in the order recommended, or use it as a quick reference guide.

Before purchasing, know that there are two ways to get started:

Product-Led Flow: Self-service — Purchase directly for $79/month per Sawyer account. You'll complete the purchase immediately using your card on file.

Sales-Led Flow: Request a demo from one of our team members who can walk you through the features and answer questions before you subscribe.

To purchase:

After successful payment:

Once your account is ready, you can access Marketing Suite anytime:

Marketing Suite opens in a new tab using your Sawyer login. There is no separate password needed.

Before sending any campaigns, set up your email domain so messages arrive from your business and land in customer inboxes reliably.

If you plan to send SMS messages, you'll need to complete A2P (Application-to-Person) registration. This ensures your SMS messages are delivered reliably and complies with carrier requirements.

Contact our support team for guidance on A2P registration for your account.

Choose which channels you want to use, then connect them so all your customer messages land in one place:

Your customer data connects automatically, so your clients already appear as contacts. Create custom lists and smart lists for the segments you want to target with campaigns.

Configure which notifications you want to receive so your team stays informed without being overwhelmed:

Start with a campaign template to send a welcome email series, or create a campaign from scratch. Templates are the fastest way to get going.

Create an automation that triggers when specific events happen (like a new lead form submission). Templates can save you time.

Use Marketing Suite to plan and schedule social media posts across your channels so you stay consistent with your audience.

Find answers to common questions or additional details that may not be covered in the main instructions.