GOT Marketing Solutions

Let's get your system set up right.

Fill this out before your onboarding call. It's just the essentials we need to build your system — everything else we'll cover together on the call.

3 min to complete

6 sections

All info stays private

1 — Business information

Legal business name *

Use your exact registered legal name — required for SMS compliance registration.

Trading name / DBA (if different)

This is the name your automated texts and booking pages will show your clients.

Industry / type of business *

Tell us what you do — we tailor the system to your industry.

Owner first name *

Owner last name *

Your role / title *

You'll be the authorized representative on the A2P SMS registration — usually the owner.

Business / best phone *

Email address *

Website URL (if any)

Optional — but having one speeds up SMS carrier approval.

Full business address *

City *

State *

Zip *

Time zone *

Business entity type *

Sole Proprietor

LLC (Limited Liability Company)

Corporation (S-Corp or C-Corp)

Partnership

2 — SMS compliance

Your SMS automations require a one-time A2P registration with US carriers. This is a legal requirement — without it, your texts will be blocked. We handle the entire process. We just need your EIN.

EIN (Employer Identification Number) *

Your 9-digit federal tax ID, found on your IRS EIN confirmation letter or any tax filing. Required for A2P SMS registration. Don't have one? Sole proprietors can get an EIN free from the IRS in a few minutes — we'll help you with this on your onboarding call.

Why we need this: US carriers (AT&T, Verizon, T-Mobile) require every business sending SMS to be A2P verified. This is a one-time process that unlocks your ability to send all 7 automations. Without it, no texts can be sent legally.

3 — Online presence

Do you have a Google Business Profile? *

Yes — I manage it

Yes — but I don't manage it / not sure how

No — I don't have one

Google account email (linked to your GBP)

We'll use this to get your Google Review link and connect it to your review request automation.

Google Business Profile name or link

Helps us grab the exact Google review link for your review automation.

Instagram handle

We connect Instagram DMs into your unified inbox.

Facebook page URL

We connect Messenger into your unified inbox.

4 — Services & booking

Main services or packages you offer *

These become the booking options on your calendar — prices included.

Days & hours you take bookings *

We use this to build your online booking calendar and time your reminder texts.

Typical appointment length (minutes)

Max jobs / appointments per day

Service area radius (miles, if you travel to clients)

5 — Current setup

Do you have an existing client list? *

Yes — I can export or send a spreadsheet

Yes — but it's scattered in my phone contacts

No — I don't have a list

If you have a list, we'll import it so your reactivation campaign starts working from day one.

Any other CRM, booking, or marketing tools you currently use?

We'll migrate what matters so nothing gets lost.

Do you have an existing GHL account?

Yes — I already have one

Texting number for your automations *

Set me up with a new dedicated number (recommended)

Use or forward my existing business number

Not sure — recommend what's best for me

Missed-call text-back and every SMS automation send from this number. The number customers call today is the phone you entered above.

6 — Consent & agreement

We take compliance seriously. The checkboxes below are required by US law for SMS marketing and protect both you and your clients.

SMS marketing consent *

I confirm that the clients in my contact list have an existing business relationship with me and have opted in to receive SMS messages. I understand that GOT Marketing Solutions will be sending automated SMS on my behalf and that I am responsible for ensuring my client list is TCPA compliant.

Information accuracy *

I confirm that the business name, address, and EIN I have provided exactly match my legal business registration. I understand that any inaccuracies may result in rejection of the A2P SMS registration and delay in my system going live.

Service agreement *

I understand that GOT Marketing Solutions will build and configure my marketing system, and that continued service requires a monthly retainer. I can cancel at any time, with no long-term contract.

Your information is private and will only be used to set up your marketing system.

Let's get your system set up right.

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