Client Onboarding — A2P Setup

1. Legal business identity

Must match IRS / Articles of Organization. This is what carriers verify.

Legal business name * Exact LLC/Inc name on your EIN — not just the trade name

DBA / trade name If different from legal name

EIN / Tax ID * XX-XXXXXXX

Entity type *

Business street address * Registered / filing address — avoid P.O. Box if possible

City *

State *

ZIP *

Industry / niche *

2. Business contact & website

Prefer a domain email. Website must be public (no login).

Business phone *

Business email *

Website URL * Live site where we’ll install the chat widget

Preferred area code for texting number

3. Authorized contact

Owner or person authorized to register the brand.

Full name *

Title *

Best mobile *

4. How you’ll use texting

Pick the primary campaign type. Chat Widget Quick Setup does not support Mixed or Sole Prop brands.

Primary SMS use *

Transactional — appointments, reviews, customer care / notifications Marketing — offers, promotions, announcements Both care + marketing (even low volume) — we’ll use Marketing campaign type

Do you already text customers?

No Yes, manually Yes, through CRM / software

If yes, how / what tool?

Age-gated business? (alcohol, cannabis, adult, etc.)

No Yes

5. Website readiness

Needed for Chat Widget A2P. We’ll add Privacy/Terms if you don’t have them.

Privacy Policy page on the website?

Yes No — please add Not sure

Terms of Service page on the website?

Yes No — please add Not sure

Can we install a chat widget on your site?

Yes — you have access or we’ll give access Use your subdomain / landing page instead Not sure

Website / hosting notes

6. Anything else

Notes for our team

I confirm this legal name, EIN, and address match our tax / LLC filings. *