Registering as a Sole Proprietor (no EIN)

The following only applies to people without an EIN;
When registering as a Sole Proprietor make sure your information matches your Tax Return exactly. The registration process takes about 15 minutes if you have everything ready. Also, be very detailed on your answers. The registration process can be instant or it could take weeks if the carriers kick it back. Also, be aware that the Campaign Use Case does take 5-6 weeks to review. You can still send out messages, I would just recommend a small amount.

Step 1: A2P Brand

Step 2: Review Brand and  Campaign Fees
Sole Proprietors are limited to:
*1 phone number

* 1 Campaign

* 3K segments per day
(New accounts start out at 250 segments a day and increase daily. By day 8 the new limit is 3K)

Step 3: Business Details - 
Make sure these details match exactly what is on your tax return

Step 4: Business Address (must match tax return exactly)

Step 5: Brand Details - Use your name

Step 6: Campaign Details - Be very detailed

Here's a few examples that you can use but also make it fit your business

1. "My campaign is going to consist of account notifications, new offers, marketing messages, opt-in, and opt-out confirmations. I will be sending texts and emails to notify potential clients that I have received their information from the form they filled out on my website. I will also be sending my clients texts to gather more information to proceed with getting them an offer as well as closing details".

2. This campaign sends appointment information - confirmation & reminder messages to our customers once they have booked an appointment with us on our website and opted-in to receive promotional and notification SMS from us.

3. The campaign will be used to reach out to customers who signed up for our updates via SMS.

4. This campaign will be used by our salespeople to reach out to their clients who have opted in to receive messages.

Step 7: Campaign Details - Create 2 sample messages
(use these samples without the custom values like in the screenshots below)

Here are a few examples that you can use but also make it fit your business

1. Hi John  This is  Ryan from your company name.  I have received your information from the form you filled out on my website. I have additional questions, when is the best time to give you a call? Please Reply STOP to opt-out

2. Hi John  This is  Ryan from your company name.. I have received your inquiry from my website. I can get you an offer and close within 45 days. Plus my company doesn't charge any fees. Looking forward to speaking with you soon! 

Please Reply STOP to unsubscribe."

3. Hi John! This is Jane from company_name. Our appointment for October 20 at 11:00 AM is confirmed. Please reach out to  +1(213) 555-1212 (add your number) in case you need to reschedule. Reply STOP to unsubscribe.

4. Hello John this is Adam from company name. I am following up with you about our meeting yesterday, would you have time to discuss this today? Reply STOP to opt out

(I would check both of the boxes in case you send a link or phone number in the future)

Step 8: End User Consent & Opt-In Message

Here are some examples that you can use but also make it fit your business

1. End users double opt-in by first filling out our contact form located at www.yourwebsite.com or reaching out to us via our chatbot. They click the "Messaging Consent" checkbox on the form, or from the chatbot will click the SEND button to show opt-in consent. We respond to them via text with the following message: " We appreciate your interest in our products/services! To proceed please reply with "YES" to allow our sales/support team to assist you further. We're dedicated to helping you make the right choice. Reply STOP to opt-out"... as a form of double opt-in.

2. End users opt-in by visiting - https://www.mycompany.com/book and filling in their details. Users check a box to receive notifications & promotional messages from us to provide their consent.
Additionally, end users can also text START to +1 (213) 555-1212 (change your number)

Opt-In Keywords:

Help, Opt-in. Start, Subscribe

Opt-in Message Examples:

1. Thank you for providing your information. You have now opted in to receive messages from Xonuox, Inc. Msg & data rate may apply. Msg frequency varies. Please reply STOP to opt-out

2. You have successfully opted-in to receive notification and promotional SMS from company_name. Please reply STOP if you need to Opt-out in the future, Reply START