If mobile marketing isn't in your startup's toolkit, it should be. Photo via Getty Images

Consumer privacy is driving startups to immediately begin marketing and data collection. Google and Apple have recently stressed the importance of first-party data collection for businesses. For the last two decades, businesses have had access to cookies to advertise to people who visited their digital assets. Digital advertising has already changed with Apple’s iOS 14.5 alterations, switching the default of ad tracking from yes to no and both Google and Apple expect data privacy to increase.

For startups, when and how to begin marketing their business can feel like a cumbersome task. As a chief marketing officer, I was asked to list services and channels that I oversee, and I came up with 16. For founders of startups who must often take on the roles of CEO and COO in addition to CMO as they look to expand their teams, that time commitment is not reasonable for someone who also has a personal life.

Entrepreneurs need tools that are simple to institute and not cost prohibitive, to meet their respective milestones. First, we need to collect first party data, so that when we get to our minimum viable product we have plenty of people waiting to buy it. Next, marketing must work even when we can’t focus on it. Third, we must focus on revenue generating activities, whether they are marketing or not. Finally, we want to create an environment where successful entrepreneurs have a work and life balance.

Before doing anything else — get a virtual phone number

A virtual phone number is the first marketing tool I would use for any business. This number can be connected to your cell phone during certain hours of the day and disconnected for others. This allows people to reach you on your schedule. Put this phone number on every asset you have, so it can be integrated into future tools, such as customer relationship management and Google My Business. With proper opt-in information, it also creates an immediate list for SMS marketing in the future. A virtual phone number typically runs $1 to $2 a month plus usage fees, so it can be used by any business.

It is important that this is set up first, because without this, you can’t use the following marketing tools effectively.

Tool 1: Missed Call – Text Back

An entrepreneurs’ worst nightmare is missing an important phone call, whether it’s an investor or closing your first sale. Constant phone and email checking causes anxiety, but more importantly, it is a low revenue activity, so you are actively hurting your business.

Missed Call – Text Back, or MCTB, allows a customizable text message to be delivered to a client when you miss their phone call. It moves the caller towards resolution (sales or otherwise) immediately encouraging them to give you more information about their problem. The best part is, that once you have the system in place, it costs you zero time. Imagine walking out of a meeting and instead of 10 missed calls, you have 10 text messages that you can quickly answer. How much time did you just get back?

Pro Tip: In many cases, you can automate your emails in a similar way.

Tool 2: A funnel page

Now that we have a tool that allows us to work productively without constant phone checking, we need to increase our book of business. This is where a funnel comes in.

A funnel is a unique digital experience you would like a specific person — a client or investor — to have. When you start a business, a funnel can be your website because you only have one specific thing you want any visitor to do, like collect information.

Almost every consultant to new businesses is promoting funnel building. Why? Because a good funnel motivates people to act in a specific way. If you are raising funds, you want an investor to have a specific experience to garner interest, not hope they navigate to the correct webpage. If you have a new technology, you want early adopters to learn and then provide a simple way to collect their information, so that you can contact them when your product is ready. Finally, if you’re about to hit the market with your new product, providing customers with a simple purchase method will improve revenue during your important proof-of-concept period.

Funnels, like MCTB, can grow and adapt with your business, providing different groups of people with different experiences, with minimal effort. For instance, suppose I created a dating app and needed early adopters. Instead of creating one funnel, let’s say I created two. The only difference between the two funnels, is the first one’s headline was “The No. 1 new dating app for men” and then the second one said women. Everything else remains the same, but the experience is immediately different for the consumer. The more you can change the funnel to cater to their personal experience, the better it will be, but even simple changes can go a long way.

Pro Tip: Funnels are easiest to keep track of when they are subdomains of your website.

Tool 3: Automated SMS marketing

The final tool I recommend to start is Automated SMS Marketing. Assuming you have people properly opted in from your funnel — review Telephone Consumer Protection Act (1991) to ensure legal compliance — you can make sure they receive a welcome message in the first 5 minutes.

The most important part of text messaging marketing is allowing your customer to believe they are really having a conversation with you. If you can avoid it, never tell a customer that your digital number is automated. If you need, tell them it is automated but overseen by you. You are the owner of the business or the inventor of the technology, people want to talk to you. Customers want to pretend that they know you. Allow them this feeling. Once the customer responds, you should be picking up an organic conversation with them anyway.

Bringing it together

Using these tools, we have created a simple, repeatable method to gather customer data and start their customer journey. Your funnel may also help you gather an email list, but your most active prospects will be more than willing to communicate with you over the phone.

When you can’t take calls, whether it’s because you are in a meeting or with your kids, you can rest easier, knowing that potential customers get an immediate response that helps them get where they need to go, or at the very least, when you get back to work, you can help them quickly.

And the best part for a new entrepreneur is that this can all be done cost effectively. Personally, I recommend a service called HighLevel, a feature-rich cost-effective CRM, that includes all of the tools previously discussed. Most tech savvy entrepreneurs can figure out how to institute all these practices quickly from one platform in a no code environment. If you’d rather have assistance, there are 20,000 agencies that use the platform and just as many YouTube videos.

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Chris Romani is the chief marketing officer for illumiPure, a Houston-based medical device company.

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Houston legacy planning platform secures $2.5M investment, adds to board

fresh funding

Houston-based Paige, a comprehensive life planning and succession software company, has secured a $2.5 million investment to expand the AI-driven tools on its platform.

The funding comes from Alabama-based 22nd State Banking Company, according to a news release. Paige says it will use the funding to expand automation, AI-driven onboarding and self-service tools, as well as add to its sales and customer success teams.

The company was originally founded by CEO Emily Cisek in 2020 as The Postage and rebranded to Paige last year. It helps users navigate and organize end-of-life planning with features like document storage and organization, password management, and funeral and last wishes planning.

“Too many families are left trying to piece together important information during some of the hardest moments of their lives,” Cisek said in the news release. “This investment allows us to accelerate the next phase of growth for Paige by improving the product and expanding support for our members, our financial institution partners and the communities they serve,”

In addition to the funding news, the company also announced that 22nd State Banking CEO and President Steve Smith will join Paige's board of directors.

“We believe banking should be grounded in relationships and built around the real needs of the people and communities we serve. Paige brings something deeply relevant to that mission," Smith added in the release. "It helps families prepare for the future in a practical and meaningful way, and it gives the banking community new pathways to support customers through important life transitions.”

Paige estimates that $124 trillion in assets will change hands through 2048. Yet about 56 percent of Americans do not have an estate plan.

Read more on the topic from Cisek in a recent op-ed here; or listen to InnovationMap's 2021 interview with her here.

Houston digital health platform Koda lands strategic investment

money moves

Houston-based advance care planning platform Koda Health has added another investor to the lineup.

The company secured a strategic investment for an undisclosed amount from UPMC Enterprises, the commercialization arm of the University of Pittsburgh Medical Center. The funding is part of Koda's oversubscribed series A funding round that closed in October, according to a release.

"UPMC Enterprises’ investment is a meaningful signal, not just to Koda, but to the broader market," Dr. Desh Mohan, chief medical officer and co-founder of Koda Health, said in the news release. "It validates that health systems are ready to invest in infrastructure that makes advance care planning work the way it should: proactively, at scale, and with the human support that these conversations require. Having UPMC Enterprises as a strategic investor puts us in a unique position to prove what's possible."

Koda has raised $14 million to date, according to a representative from the company. Its series A round was led by Evidenced, with participation from Mudita Venture Partners, Techstars and the Texas Medical Center last year. At the time, the company said the funding would allow it to scale operations and expand engineering, clinical strategy and customer success. The company described the round as a "pivotal moment," as it had secured investments from influential leaders in the healthcare and venture capital space.

Koda Health, which was born out of the TMC's Biodesign Fellowship in 2020, saw major growth last year, as well, and now supports more than 1 million patients nationwide through partnerships with Cigna Healthcare, Privia Health, Guidehealth, Sentara, UPMC and Memorial Hermann Health System.

The company integrated its end-of-life care planning platform with Dallas-based Guidehealth in April 2025 and with Epic Systems in July 2025. It also won the 2025 Houston Innovation Award in the Health Tech Business category. Read more here.