This one form gives us everything to stand up your account, start your texting registration, and make the assistant sound like you. Bring what you have — you can skip anything and add it later.
Texting registration is done under the entity that actually bills — your LLC or DBA if you have one, otherwise yourself as a sole proprietor. Use your details exactly as they appear on your IRS / state filing; the registration matches against it.
This registers your own business as a texting sender — it's the compliance gate that lets your number send texts. It's the long pole (~1–2 weeks), so we start it day-1. Use your own EIN if you have an LLC/DBA; if you're a sole proprietor, start on your SSN (low-volume path) and add an EIN later.
Authorized representative GO — the person who can authorize registration (usually you).
This describes the texts so the carriers approve them. We draft the samples and opt-in wording; you approve.
A new number in your area code, or port the one you already use.
This is what the AI says it is, who it routes to, and the license ID that has to appear on marketing.
Referral partners — who sends you work, and who you send work to. The AI can warmly intro a client and flag when a referral source goes quiet.
Powers your Reactivation Radar — the AI watches who you've worked with and flags who's overdue a touch. Upload what you have; files just get staged for your review.
Type your full legal name to sign. These authorize us to register texting on your behalf and to message your contacts with compliant opt-out.
Everything goes to secure storage — not email. Nothing here is shared outside your account.
You can submit with just the GO fields to start the texting clock now, and finish the rest later.