A2P 10DLC
Setup Guide

Have the following ready before beginning. Trying to complete registration without this information will cause delays.

Agent Information Needed

Every agent gets their own dedicated sub-account inside the agency. This keeps their contacts, workflows, and conversations completely separate.

1. Log in to your GHL Agency account (not a sub-account)
2. Go to Sub-Accounts → Create Sub-Account
3. Fill in the agent's business name, email, and phone
4. Set timezone to America/Chicago (or agent's local timezone)
5. Set the snapshot to Allen Insurance Master Template
6. Click Create and wait for the snapshot to finish loading (~2 minutes)

Each agent needs three separate calendars set up and connected to the right workflows.

1. Inside the agent's sub-account, go to Calendars → Create Calendar
2. Create three calendars:

• IUL Consultation — 30-minute appointments, Mon–Fri 9am–5pm
• Annuity Review — 45-minute appointments, Mon–Fri 9am–5pm
• Agent Recruiting Call — 30-minute appointments, Mon–Fri 10am–4pm

3. For each calendar: set confirmation email to send from the agent's sub-account email
4. Connect the AI bot to the IUL Consultation calendar (this is the primary booking calendar)

The master snapshot should have cloned all workflows automatically. Verify these are present and active.

• IUL Cold Email Drip (triggered by tag: iul-cold)
• IUL Quote Follow-Up — 8-day sequence (triggered by: iul-quote-sent)
• Annuity Cold Drip (triggered by: annuity-cold)
• Annuity Warm Sequence — 45-day intensive (triggered by: annuity-warm)
• Recruiting Welcome Drip (triggered by: recruit-inbound)
• Agent Launchpad Access Email (triggered by: agent-launchpad-access)
• Voicemail Follow-Up (triggered by: voicemail)
• 800-Series: Assign User (triggered on imported leads)

The agent needs a dedicated 10-digit long code (10DLC) number for all outbound SMS. This number gets registered under their business for A2P compliance.

1. In the agent's sub-account, go to Settings → Phone Numbers
2. Click Add Number → Buy Number
3. Search for a local area code matching the agent's state
4. Select a Local number (not toll-free — toll-free has different A2P requirements)
5. Purchase the number
6. Set this as the default outbound SMS number

A2P registration requires a publicly accessible web page that documents how leads opt into receiving text messages from the agent. This is non-negotiable — without it, your application gets rejected.

1. Go to Sites → Funnels → Create New Funnel
2. Name it: [Agent Name] A2P Site
3. Add three pages: Landing Page, Privacy Policy, Terms of Service
4. On the Landing Page: add a GHL form element with at minimum — Name, Email, Phone fields
5. Under the form, add opt-in language: "By submitting this form, you consent to receive text messages from [Business Name]. Reply STOP to unsubscribe."
6. Publish the funnel and copy the URL

This is the actual registration with The Campaign Registry (TCR) via GHL. Once approved, your texts will land in inboxes instead of getting filtered.

1. In the agent's sub-account, go to Settings → Phone Numbers → A2P Registration
2. Click Register Brand
3. Fill in the business information:
   • Legal Business Name (must match EIN)
   • EIN / Tax ID
   • Business Type (usually "Sole Proprietor" or "LLC")
   • Business Address
   • Website URL (the funnel you just deployed)
4. After brand approval, click Register Campaign
5. Campaign Use Case: select Mixed
6. Sample messages: paste 2–3 real examples of texts you'll send (use the actual drip templates)
7. Opt-in URL: paste your funnel landing page URL
8. Submit

Add a tag to any contact to instantly enroll them in the corresponding workflow. This is the core of the automation system.