Client onboarding

ReplyRecover setup questionnaire

Use this setup-only questionnaire before we build your ReplyRecover workspace. It collects booking links, services/appointments, GHL details, brand tone, compliance details, and escalation rules — not customer SMS opt-in consent.

Quick note: Fill out what you know and leave anything unclear blank. Not every question applies to every business, and we will review the details together before launch. This page prepares an email draft only; no customer data is sent automatically until you review and send it.

Business basics

Business name

Owner/contact name

Website

Timezone

GHL / systems

Do you use GoHighLevel?

GHL location name / ID

Booking/calendar link

Can ReplyRecover get GHL admin/agency access?

Lead sources

Services and offer info

Main services or appointment types to promote

Pricing/service rules

Tone and escalation

Preferred tone

Message sender

Words/phrases to use or avoid

Which replies should stop automation and alert staff?

Pricing questions Medical questions Complications/side effects Refunds/complaints Provider-specific requests Angry replies

Other escalation rules

Email, SMS compliance, and launch approval

This section helps us confirm what needs to be reviewed before email or SMS follow-up goes live. It is not a customer marketing opt-in form.

Plain English: A2P/10DLC is carrier approval for business texting. It is required before most business SMS automations can go live. Approval timing varies and can take several business days or longer depending on the carrier review and whether the business information is complete.

Preferred email sender address

Who manages your domain/DNS?

Can you add email verification records if needed?

Where should email replies go?

Do your website or booking forms currently include SMS consent?

Business texting approval statusAlso called A2P/10DLC carrier registration.

Do you want ReplyRecover to help set up business SMS approval?

Who approves follow-up messages before launch?

Target launch date

Optional: business SMS approval setup info Open this if you want ReplyRecover to help with A2P/10DLC carrier registration.

Fill out what you know. If something is unclear, leave it blank and we will review it together.

Legal business name

DBA / public brand name

Business address

EIN / Tax ID, if applicable

Business website

Authorized representative

Estimated monthly SMS volume

SMS use case

Where is SMS consent collected today?

Paste your current SMS consent language or link to a screenshot

Terms URL

Example SMS message

I understand ReplyRecover will not activate email/SMS automations until sender setup, consent, DND, carrier approval/A2P where applicable, and message copy are reviewed.

Subscription note: Your monthly subscription starts when setup begins. If SMS approval is still pending, ReplyRecover can still complete tracking, dashboard setup, email follow-up, missed-lead routing, and launch prep. SMS activation starts once consent, DND checks, and carrier approval are ready. Messaging, phone number, carrier/A2P, email sending, and platform usage fees are not included unless specifically agreed in writing.

Back to site