CLIENT ONBOARDING

You're in. Here's exactly
what happens next.

This form is the build. Every question below maps to something that will stall your system if it's missing — so grab a coffee, give it 15 honest minutes, and we take it from there. Custom request? Pick "Custom / something else" and skip ahead.

01 / Today

You fill this out

Then we file your carrier registration for business texting — first, because it's the slowest step and out of our hands once filed.

02 / Days 1–5

We build

Call routing, text-back, follow-ups, review engine, your lead pipeline — built and tested on our own phones.

03 / 1–2 weeks

Carrier approval clears

The part nobody can speed up. We tell you the day it lands — and we've been building the whole time.

04 / Go live

We test together

Real calls, on the phone with you, before anything touches a customer. Then it's on — and watched all week.

If we need anything from you along the way, we'll text — not email. Watch for (678) 993-7172 and save it.

Part 0What are we building?

Pick the service you've purchased (or the one we agreed on your call). The form shows only the questions that matter for it.

Service

One promise before you start We will never ask for your passwords. Anywhere this form mentions account access, we send you a secure invite from that platform (Google Manager invite, Meta Business Suite, registrar delegation) — you stay the owner of everything, always.

Part 1Business basics

Business name (as customers know it) Your name Your role Your cell (we'll text you from here on) Email Industry / trade Business address Service area (cities, counties, or zips) Business hours Website URL (or "none")

Part 2 · Missed-Call Rescue / Front DeskCarrier registration — the slow part, filed first

Why we need this: to legally text your customers from a business number in the US, your business has to be registered with the phone carriers. It takes 1–2 weeks and it's the longest step, so we file it on day one. Wrong details are the #1 cause of rejection — that's why we ask for the exact paperwork instead of what you remember.

Legal business name — EXACTLY as it appears on your IRS documents Not your sign name. Your paperwork name — including LLC or Inc. "Joe's Plumbing" vs "Joseph Smith Plumbing LLC" is the difference between approved and rejected. EIN (federal tax ID) It's on your IRS CP 575 letter or any business tax return. Photo of your EIN letter (optional but fastest) A phone photo is fine. Prefer not to upload? Text it to (678) 993-7172 instead. Business type No EIN / sole proprietor? There's a separate registration path with lower daily limits — fine for missed-call volume, just slower to approve. We handle it either way. State of registration Registered business address (if different from above) Authorized rep — name (owner or officer) Authorized rep — title Authorized rep — email Authorized rep — phone Already send business texts? If yes — through what platform? Does your website have a privacy policy page? Does your contact form show a text-consent line?

Carriers check your website and reject registrations without a privacy policy and consent line. If you answered "No" or "Not sure": we'll add both to your site free before we file — we just need access. No website at all? We'll set up a compliant one-page site at no charge, because registration won't pass without one.

I understand carrier registration for business texting takes 1–2 weeks, can require resubmission, and that Insom builds during that time.

Part 3Your phone setup

Main business number That number is a… Phone carrier or provider Who answers it right now? Calls per week, roughly How many do you think you miss? What happens right now when a call gets missed? When should the system be active?

24/7 — recommended; after hours is where the money is Business hours only After hours only

Two ways to set this up — which sounds better? Option A — we give you a new local number that becomes your public number (website, Google, cards). It rings your real phone instantly, so you answer exactly like you do now; if nobody picks up, the text fires. Cleanest setup. Option B — your number stays public everywhere, and your carrier sends only unanswered calls to the system. Nothing you've printed changes. Slightly more fiddly to set up. Not sure — walk me through it on the call If Option B — carrier login handy? We'll do this together on a quick call — it's a 5-minute thing. Want calls recorded? Some states require both people on a call to consent to recording. If you want it on, we set up the required announcement. Your call.

Part 4What the system says

The "sorry we missed you" text — we'll write it, but tell us how you talk

Formal and professional Friendly and casual Short and direct

Top 5 questions customers ask when they call How should we handle "how much does it cost?" Give this range: Say we need to see it first Offer a free estimate booking Anything the system should NEVER say or promise? Your standard response promise (e.g. "within the hour," "same day") Exact wording you WANT used, if any (greetings, sign-offs, phrases that sound like you)

Part 5Qualifying & escalation

Zip codes / areas you serve (leads outside get told no) Jobs you do NOT take Minimum job size, if any What counts as an emergency in your business? How should emergencies be handled? Text me immediately at: Call me immediately at: Same as everything else Where should new leads show up? (check all)

Text to my phone Email Phone app notification Somewhere else (tell us below)

Who else on your team should get notified? (name + number)

Part 6The review engine

Do you have a Google Business Profile? Email on your Google account We'll send you a Manager invite from Google — we'll never ask for your password. Current review count & rating (rough is fine) Do you ask for reviews now? How? How will the system know a job is finished? I'll tap a button in the app when I'm done — simplest Off my booking calendar — which one? I'll send a list weekly

Heads up — how the review ask worksGoogle now enforces its ban on only asking happy customers for reviews — businesses lost hundreds of reviews in the 2026 sweeps. So every customer gets the same review request, no screening. It's the compliant way and it's also just better: unhappy people mostly don't bother posting, and when they do, we make sure your reply makes you look good.

Part 7Bookings & your customer list

Do you use a booking or scheduling tool? If "something else" — what? Do you have a customer list anywhere? (spreadsheet, POS, your phone)

Yes Some of it No

Not needed now — this becomes useful later for bringing back past customers.

Front Desk extrasChannels, calendar & the AI assistant

Facebook Page URL Instagram handle Who has admin on the Facebook Page? We connect via an invite in Meta Business Suite — you keep full control. Appointment length & buffer between jobs Who takes appointments? (just you, or team members + their hours) What's worth interrupting your dinner for? The 10 questions customers always ask — with your approved answers

Website buildThe kickoff sheet

We write all the copy from a one-hour recorded interview, so you never have to "send us some text." This sheet is the prep — rough answers are perfect.

What do you do, for whom, in what area? What do people call you for most? Why do customers pick you over the next guy? (specifics: years, guarantees, speed, family-owned, certifications) Top 5 services, in your words — with price ranges you'll state publicly (or "no prices") The 10 questions every customer asks What should a visitor DO? Do you own a domain? Where is it registered? If you don't have one, we help you buy it in YOUR name — you own your domain forever, no exceptions. Current website (if any) — who built/hosts it? Logo? Photos — link a shared folder with 15–30 real shots (work, team, trucks) Thin on photos? Say so — we'll schedule a photo walk instead of using stock. Reviews/testimonials you already have + any license numbers to display Look & feel wishes (colors, vibe, 1–2 sites you like and why) Special requests — animations, effects, features you've seen and want

Care Plan / Rescue jobsAbout the site & accounts we're taking over

Who built the site? Where is it hosted? (if known) Where is the domain registered? (if known) Do you have logins for hosting/registrar? "Old developer has them" is common — we start the polite recovery on day one, it's the slowest step. Who's allowed to request changes? Where should the monthly health report go? Rescue jobs: what's broken or locked out? (forms, speed, spam email, old developer, lost logins)

ContentPlatforms, people & the shoot

Where should content go? (check all) Handles / page links for each Who's comfortable on camera? Price ranges okay to say on camera? The 10 questions customers always ask (your first month of clips) Anything off-limits? (topics, people, areas of the shop, competitors) Shoot location & best days/hours (Engine / Starter / Photo) Edit-Only: where will you drop footage? Never text video — texting compresses it to mush. The shared folder is the whole trick.

If a happy customer appears on camera, they sign a one-paragraph consent note on your phone first — we bring it. And we only use commercially licensed music, so nothing gets muted or struck.

Local presenceGoogle profile, reviews & listings

Email on your Google account You'll add us as Manager from google.com/business — Google sends the invite; you stay the owner. Storefront customers visit, or service-area business? Your ONE true Name / Address / Phone — exactly as it should appear everywhere Old addresses, old numbers, old business names (citation cleanup hunts these) Your top 3 competitors (for the monthly comparison) Current review count & rating Review platforms beyond Google to watch Past-customer list for the launch campaign — where does it live? We'll ask how contacts were collected before anything sends — it decides text vs. email per person. That's the legal part you're paying us to care about.

Email & SMS / ReactivationThe list, the offer, the legal bit

Where does your customer list live? Rough size How were the numbers/emails collected? Can you get us DNS access for your domain? Needed once, for the records that keep your email out of spam. Delegated access — never your password. DBR: how many booked jobs a week can you actually absorb? 40 yes-replies with nobody working them is a real failure mode. We drip to match your capacity. Offer ideas — and the real reason behind them

Booking & CRMYour calendar & pipeline

Booking tool you use today Team size (who takes jobs) Your real sales stages, in your words Do you put dollar values on quotes? It's what makes the weekly "here's what's stuck" email worth reading — $ amounts attached.

AnalyticsWhat we're measuring

What should the dashboard show? (check all) Average job value (rough) Rough close rate (of real leads, how many book?) Used conservatively, to turn activity into dollars in your report — your numbers, not invented ones. Best recurring slot for the 15-minute monthly call

Paid adsFoundation check

Is your follow-up system live? (MCR or Front Desk) If no: we'll talk about that first. Ads without instant follow-up is paying to fill a leaky bucket. Meta Business Manager / Google Ads account? Your account, your card, always. We're added as a partner — never the owner. Monthly ad budget you're comfortable with (separate from our fee) Trade license type (for Google's pay-per-lead program eligibility) The offer you want to advertise Do you have content/photos to make ads from?

Landing page / funnelOne page, one job

The offer — word-for-word as it'll be advertised The page restates the ad's promise exactly — that "message match" is most of what makes funnels convert. Proof we can show (star count, review quotes, before/afters) Where should leads go? Deadline (seasonal promos have one)

Referral & winbackSizing the credits

Average job value (rough) Sets a two-sided credit that's small next to the job — fine for a $400 plumber, absurd for a $12 sandwich. Credit you're comfortable honoring, both sides Winback offer for customers gone 6–12 months

Custom / something elseDescribe the job

Odd jobs, extras, one-offs, "can you also…" — this is the right box. We reply with honest feasibility and a fixed number in writing. If it changes scope mid-build, we reach out before anything is billed.

What do you need done? Links or examples (your site, a competitor's thing you liked, the broken form…) Budget ballpark When do you need it?

Last partWrap-up

Who makes final decisions on this? Best time for a 20-min setup call Preferred contact Anything else we should know — extras, special requests, weird stuff

I've read and agree to the Terms of Service and Privacy Policy. (required) By submitting, I agree to receive text messages from Insom at the number I provided (project, appointment, follow-up, and customer-care messages). Msg & data rates may apply; frequency varies. Reply STOP to opt out, HELP for help. Consent isn't a condition of purchase. (required)

Expect a text from (678) 993-7172 confirming we got it — usually same day. That's a real cell; save it and text it anytime.

You're in. Here's exactly
what happens next.

You fill this out

We build

Carrier approval clears

We test together

You fill this out

We text you

The build starts

You're in. Here's exactlywhat happens next.

You fill this out

We build

Carrier approval clears

We test together

You fill this out

We text you

The build starts

You're in. Here's exactly
what happens next.