Client Onboarding — InsureBot Solutions

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Business Identity

Legal details about your business entity as they appear on official documents.

Legal Business Name *

Required — please enter your legal business name.

DBA / Brand Name (if different)

Business Entity Type *

Please select your entity type.

EIN / Federal Tax ID *

Required — enter your EIN.

Industry / Vertical *

Please select your industry.

Primary Service / Offer *

Please describe your primary service.

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Your Contact Information

The authorized representative completing this form.

First Name *

Required.

Last Name *

Required.

Your Title / Role *

Required.

Are you the business owner? *

Required.

Contact Details

Business Email *

Used to create your GHL contact record.

Please enter a valid email.

Rep Direct Email (if different)

Business Phone *

Required.

Your Direct Mobile (optional)

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Business Address & Website

Your physical location and primary web presence.

Street Address *

Required.

City *

Required.

State *

Required.

Zip Code *

Required.

Business Website URL *

Required.

Primary Domain Name *

Required.

Domain Registrar / Host *

Required.

DNS Access Level *

Required.

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SMS & A2P Compliance

Required for 10DLC registration. Be as specific as possible with your sample messages.

Compliance Pages

Required.

SMS Consent language on opt-in? *

Required.

Texting Campaign

Texting Use Case *

Required.

Sample Message 1 *

Write an actual message your business will send. Must include opt-out language.

Required — please provide a sample message.

Sample Message 2 (recommended)

Est. Monthly Message Volume

Collect explicit SMS consent? *

Required.

Use purchased contact lists?

⚙️

GHL Setup & Branding

Technical details for your GoHighLevel build. Leave blank anything you don't have yet.

Branding

Primary Brand Color (optional)

Secondary Brand Color (optional)

Logo URL (optional)

Or upload your logo using the file upload button at the end of Step 7.

GHL Account

Preferred Subdomain (optional)

White Label Domain (optional)

Snapshot Name (optional)

Current CRM / Platform (optional)

Calendar & Payments

Needs Booking Calendar?

Payment Processor

Stripe Account ID (optional)

Email & Messaging

Sending / From Email (optional)

Mailgun Domain (optional)

Twilio Phone Number (optional)

Twilio Account SID (optional)

Twilio Auth Token (optional)

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Social Media & Add-On Services

Share your profiles and let us know what additional services you need.

Social Profiles

Facebook Page (optional)

Instagram (optional)

LinkedIn (optional)

Google Business Profile (optional)

YouTube Channel (optional)

Integrations

Currently running paid ads?

Need email sending set up?

Google Analytics installed?

Add-On Services Needed

Build me a Privacy Policy page

Build me a Terms of Service page

Build me an SMS opt-in landing page

Update existing opt-in forms for SMS compliance

Build me a new website / landing page

Update my existing website to mention SMS

Submit A2P brand + campaign registration for me

Provision + configure a 10DLC number in GHL

Full SMS compliance audit of my current setup

How did you hear about InsureBot Solutions? (optional)

Anything else we should know? (optional)

✨

Plan Selection & Sign-Off

Final details and compliance acknowledgements. You're almost done!

Your Plan

Monthly Plan *

Please select your plan.

Payment Method *

Required.

Contract Signed? *

Required.

Desired Go-Live Date (optional)

Compliance Acknowledgements

I confirm my Privacy Policy page is live (or will be before going live with SMS).

I confirm I collect explicit SMS consent from all contacts before texting them.

I confirm my EIN and legal business name exactly match my IRS records.

I understand A2P registration errors caused by inaccurate information are my responsibility.

I authorize InsureBot Solutions to configure my GHL account using the information provided in this form.

Electronic Signature

Full Name — Electronic Signature *

Required.

Date *

Required.

📎 Three files are required to complete your onboarding — please upload them below:

EIN Letter · SMS Opt-In Screenshot · Business Logo

🎉

You're Through the Looking Glass!

Your onboarding information has been received. Our team will be in touch within 1–2 business days to begin building your account.

One last step — please upload your 3 required files below:

EIN Letter · SMS Opt-In Screenshot · Business Logo