This form collects all required information to implement messaging, automation, and lead response systems. Submission of this form is mandatory before verification can start.

Your Full Name *

Legal Business Name (as registered): *

DBA (if applicable N/A if no DBA): *

Business Phone Number *

Your Business Address *

City / State / ZIP: *

Business Structure *

Sole Proprietor

LLC

Corporation

Partnership

Business Info *

EIN
State of Incorporation
Yrs In Business

Business Website URL: *

Primary Industry: *

Do you want to port your existing number in to the CRM SYSTEM *

If Yes current phone provider (Recommended)
If No are we just forwarding to the business number
Approximate Monthly Call Volume

PRIMARY CONTACT INFORMATION Authorized Representative Name: *

Title / Role: *

Personal Email *

Phone *

Main Lead Sources *

Website Form

Phone Calls

Landing Page

QR code

Current schduling calendar *

Current Appointmet length *

Waht CRM do you currently use *

Hubspot

Salesforce

Zoho

Other

Preferred Review Platform *

Branding Assets *

Brand color scheme
Business decription 2-3 sentences

CUSTOMER SUPPORT DISCLOSURE

This information will be included in outbound SMS messages.

Support Phone Number *

SupportEmail: *

Website Developer info ( Name And Phone) *

SMS USE CASES (SELECT ALL THAT APPLY) Please select the approved use cases for SMS messaging: *

CONSENT & TCPA COMPLIANCE (MANDATORY) You acknowledge and confirm the following: *

All contacts receiving SMS messages have provided prior express written consent

I will not use purchased, scraped, or third-party lists.

REQUIRED SMS DISCLOSURES (CONFIRMATION) You acknowledge that all SMS messages may/will include or imply the following: *

OPT-OUT HANDLING *

I understand that users may opt out at any time by replying OUT

I understand opt-outs must be honored immediately

I agree not to re-message opted-out numbers unless re-consent is obtained

CARRIER & LIABILITY DISCLOSURES You acknowledge and agree: *

Wireless carriers are not liable for delayed or undelivered messages

The Inflow Firm is not responsible for carrier filtering, blocking, or delivery failures

The business listed above is the sender of record for all messages

AGE RESTRICTION *

I confirm that SMS messaging is intended only for individuals 18 years of age or older

LEGAL ACKNOWLEDGMENTS By submitting this form, you acknowledge and agree that: *

You have read and agree to The Inflow Firm’s Terms & Conditions Privacy Policy

You agree to indemnify and hold harmless The Inflow Firm for any SMS-related claims

You understand no guarantees of results are provided

By signing this form, you authorize The Inflow Firm to configure messaging systems, automation workflows, and communication infrastructure on behalf of your business based on the information provided

ELECTRONIC SIGNATURE

Full Legal Name *

Date Picker *

Signature *

Clear

I certify that all information provided is accurate and complete *

Yes

By checking this box, I consent to receive non-marketing text messages from The Inflow Firm about Promotions Updates, and New items . Message frequency varies, message & data rates may apply. Text HELP for assistance, reply STOP to opt out.

By checking this box, I consent to receive marketing and promotional messages including special offers, discounts, new product updates among others. from The InFlow Firm at the phone number provided. Frequency may vary. Message & data rates may apply. Text HELP for assistance, reply STOP to opt out.

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