KIN
SMITH
Missed-Call Rescue — Setup Sheet
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SMS Terms
Privacy
Step 1 of 4
Your Business
1
2
3
4
Step 1 of 4
Your Business, Exactly as Registered
The phone carriers check these against each other. Copy them from your EIN letter or sunbiz.org, not from memory.
Legal business name
Required
Name customers know you by
(if different)
How the business is set up
LLC or corporation, I have an EIN
Sole proprietor, no EIN
Not sure, Phil can help
Required
EIN
(if you have one)
Owner's legal name
Required
Business mailing address
Required
Website
Required. Your site address, or NONE if you have no website.
Business email on your own domain
Please enter a valid email
A gmail or yahoo address gets flagged by the carrier check. If that is all you have, enter it and Phil will plan around it.
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Step 2 of 4
Your Phones
The number customers call today is the one that forwards. Your cell gets the lead alerts.
The number customers call today
Required
Who carries that line
Verizon
T-Mobile
AT&T
Spectrum
Other or not sure
Required
Owner's cell (lead alerts and the one-time registration code)
Required
Owner's first name, as the texts will say it
("Mike will call you back")
Required
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Step 3 of 4
Your Website
Three things have to be on your site before the carriers will approve texting: your phone number with a consent sentence, a privacy policy with one required sentence, and an SMS terms page. Phil writes all three from this form. Someone has to paste them in.
Is your phone number already shown on your website?
Yes, on every page (footer or header)
Yes, on one page
No
Required
Does your site have a privacy policy page?
Yes
No
Not sure
Required
Who makes changes to your website?
I do
Someone else (name them below)
Phil can, I will give him access
Required
Web person's name and contact
(if someone else)
Website platform
(if you know)
Select one
Wix
Squarespace
GoDaddy
WordPress
Google Business only, no site
Not sure
Other
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Step 4 of 4
What the Assistant May Say
It only quotes what you write here. Blank means it quotes nothing and says Phil's owner will confirm.
Hours, exactly as you want them quoted
Required
Prices it may quote
(optional, only what you write here)
Jobs you do NOT take
(optional)
What counts as an emergency, and what should it tell them?
Required
Spanish?
Yes, text back in Spanish when the caller does
English only
Anything else the assistant should know
(optional)
I confirm these facts are true, that I own or control the phone number and website above, and that the hours and prices here are the only ones the assistant may quote.
Please confirm
Send to Phil →