CRM + SMS readiness
GHL + A2P onboarding
Prepare the CRM, phone numbers, texting consent, business profile, and A2P details needed before workflows and missed-call text-back go live.
Need from client
Legal business match
Legal name, address, entity type, authorized representative, and tax ID must be ready for secure handoff.
SMS approval
Consent and sample messages
A2P requires clear opt-in language, message examples, HELP/STOP language, privacy policy, and terms.
Common blocker
Missing website consent
SMS opt-in must be shown on the form or page where the lead provides their phone number.
Setup flow
Fastest path to GHL/A2P readiness.
- Confirm sub-account details
Business name, public brand name, address, website, email, phone, time zone, and business hours. - Prepare A2P business details
Entity type, legal name, authorized representative, and tax ID for secure handoff. Do not send full tax ID by normal email. - Prepare consent language
Website form must explain SMS use, message frequency, STOP/HELP, message/data rates, and links to privacy/terms. - Prepare sample messages
Use realistic examples for appointment confirmation, missed-call text-back, estimate reminders, and customer care. - Configure workflows after approval
Missed-call text-back, appointment reminders, pipeline updates, reactivation, and reporting should only send to opted-in contacts.
Checklist
A2P readiness checklist.
Business profile
- Legal business name
- DBA / brand name
- Legal address
- Website URL
- Authorized representative
- Tax ID ready for secure handoff
Consent and policy
- Privacy policy URL
- Terms of service URL
- Opt-in form URL
- SMS checkbox language
- Sample messages
- STOP and HELP language
Copy/paste
Recommended SMS opt-in language
By submitting this form and providing your phone number, you agree to receive calls and text messages from [Company Name] about your roofing request, appointment reminders, and customer care. Message frequency may vary. Message and data rates may apply. Reply STOP to unsubscribe or HELP for help. Consent is not a condition of purchase. View our Privacy Policy and Terms of Service.