Client Onboarding & A2P Compliance Guide
Every contractor account must be deployed with strict carrier compliance. Follow this guide to configure sub-accounts, submit A2P brand registrations, and verify opt-in safeguards before activating SMS workflows.
Never state that a website or checkbox makes a business automatically A2P compliant. Do not activate SMS merely because a workflow has been created. Each client must achieve carrier approval before live automated texting starts.
Establish Isolated Client Sub-Account
Create an independent sub-account for the plumber, HVAC, roofer, or electrician. Never combine client contacts with agency records or another contractor's account.
Provision Local Dedicated Phone Number
Assign a local phone number in the client's service area code. Verify call forwarding to the client's office or dispatch ring group.
Collect Real Legal Entity Credentials
Obtain the client's exact legal registered business name, EIN (or tax ID), official business address, authorized representative contact, and website URL.
Submit A2P Brand in Client Trust Center
Submit brand registration matching the state entity filing. Status must transition through: Draft → Registration Pending → Approved.
Submit Campaign Use Case with Verified Opt-In Evidence
Select Customer Care / Mixed use case. Include exact screenshots of the client's live website contact form showing explicit opt-in text, Privacy Policy link, and Terms of Service link.
Deploy Client-Specific Privacy Policy & Terms
Ensure the client's live website hosts a substantive Privacy Policy containing the required mobile non-sharing language, naming THAT client business (not Growth Flow Pro).
Implement Separate, Optional Consent Checkboxes
On all web intake forms, provide optional, unchecked boxes separating informational/transactional messaging from promotional texts.
Configure Informational Missed-Call Response Template
Ensure the template includes the client's business name, service question, and mandatory STOP/HELP instructions. Suppress duplicate replies and enforce quiet hours (9pm-8am).
Perform End-to-End Live Inbound Test
Call the number, simulate a missed call, verify delivery of the informational text, test replying STOP (ensure instant suppression), and verify test call transfer to staff.
Activate SMS Workflows Only Post-Approval
Do NOT toggle SMS automations live until campaign status shows APPROVED and test verification succeeds.
Checklist progress is stored locally for deployment tracking during onboarding calls.
Questions on Setting Up Your Sub-Account?
Our onboarding engineers will walk you through your brand verification and campaign setup step-by-step.