Practical Resources, Checklists & SOP Blueprints

### A2P 10DLC MANDATORY VERIFICATION AUDIT
[ ] 1. Legal Entity Verification
    - Legal Business Name matches IRS EIN letter exactly.
    - Physical address matches state business filing records.
    - Authorized representative email uses business domain (not generic Gmail/Yahoo).

[ ] 2. Website Form Compliance
    - Un-checked opt-in checkbox present on all forms collecting phone numbers.
    - Disclosure text: "By checking this box, you agree to receive promotional and transactional SMS messages from [Company]. Consent is not a condition of purchase. Message & data rates may apply. Reply STOP to cancel."
    - Direct links to Privacy Policy and Terms of Service visibly displayed below form.

[ ] 3. Sample Message Protocols
    - Sample 1: "Hi {{contact.first_name}}, thanks for contacting [Company]. Your service estimate is ready. How can we help? Reply STOP to cancel."
    - Sample 2: "Reminder: Your appointment with [Company] is scheduled for tomorrow at {{appointment.time}}. Reply YES to confirm or STOP to cancel."

### SCRIPT 1: LOCAL CONTRACTOR & HOME SERVICES
"Hi! This is [Name] with [Company]. I'm currently on a job site and missed your call. How can I help you today? Feel free to text me your address or issue!"

### SCRIPT 2: CLINIC / PROFESSIONAL CONSULTATION
"Hello! Thanks for calling [Company]. All our specialists are currently assisting clients. How may we assist you today? You can reply directly to this text to book an appointment."

### SCRIPT 3: AFTER-HOURS EMERGENCY DISPATCH
"Hi, you've reached [Company] after hours. If this is an urgent emergency, reply with your address and issue so our on-call technician can review immediately. Reply STOP to opt out."

### MASTER SNAPSHOT ARCHITECTURE SPECIFICATION
1. Pipeline Stage Standard:
   [100] New Inbound Inquiry
   [200] Contact Attempted (Auto-Cadence)
   [300] Conversation Active
   [400] Discovery Call Scheduled
   [500] Proposal Presented
   [600] Won / Active Client
   [700] Lost / Disqualified

2. Universal Custom Values:
   - {{custom_values.business_legal_name}}
   - {{custom_values.business_support_email}}
   - {{custom_values.business_dispatch_phone}}
   - {{custom_values.booking_calendar_link}}
   - {{custom_values.review_submission_link}}

### 14-DAY MULTI-TOUCH CADENCE TIMELINE
- Day 0 (Minute 0): Form submitted by prospect.
- Day 0 (Minute 1): SMS Dispatch -> "Hi {{contact.first_name}}, thanks for reaching out to [Company]. Got your request—when is a good time to connect today?"
- Day 0 (Minute 5): Email Dispatch -> Introduction to service, case study overview, direct booking calendar link.
- Day 1 (Hour 24): Rep Task -> Outbound phone call attempt. If no answer, drop pre-recorded voicemail.
- Day 3: Email Dispatch -> "Quick question about your project requirements..."
- Day 7: SMS Dispatch -> "Hey {{contact.first_name}}, checking in to see if you still needed help with [Service] this week?"
- Day 14: Email Dispatch (Breakup) -> "Should I close your file? If priorities change, our calendar remains open here: [Link]"