 Hey, good afternoon everybody Tom Stewart here. I'm with Liz Trotter our guest today is Amber Jones And we're gonna be talking all things how to get your techs go through your automated Campaign tools. This is smart business moves Let's say that twice, didn't I? Hi Amber, how are you today? I'm great. Thank you guys so much for having me on I'm excited Thank you about something that not is not so exciting to everyone. Hopefully I'll help simplify and de-stress The situation a little bit It's cool for a lot of reasons, you know most You know a lot of our guests have some you know have a background from from residential cleaning Not often do we have someone who's got field service? Experience or been around that with with with another vertical and That's kind of you know your background, isn't it? Yeah, yeah, actually so I have KJ's window cleaning we do residential window cleaning with my husband for the last five and a half years But my actual background before that was helping with online marketing helping sell digital products online and in Helping others with Facebook ads and all this geeky stuff, right? that's kind of my passion and my background but I Actually got sick and at the time my husband he did data entry and when I got sick he says I have to do something to take care of my family and He shows me this thing called residential window cleaning and I didn't believe it will work at first But I said you know what I'm gonna get behind you a hundred percent and here we are five and a half years later He's still here, so It's been awesome. I love it. That's great and I suspect the success that you had You know the digital marketing background played a meaningful role in and helping you build that business Yeah, it was Definitely, I'm like if I do this for other people I need to do it for myself and my husband and so I kind of just took a step back and Really less sold marketing but more so I also love having a great customer experience, right? And so I really honed in on focusing on how can we deliver an awesome customer experience and a portion of that is quick response with text messages, right? and so that's kind of Where I kind of got started with it and then just having you know, I'm gonna stay at home mom with you know I've got four kids and I says, you know what I have to streamline my processes streamline my replies to my text messages and automate as much as I can and That's kind of how where we are and you know I and the spectrum of things I love to share kind of some things that work for us I'm just if we can help anyone else out, right? And so Yeah, that's kind of like my 60 seconds bill You know you're you know We've never met before and you know, I live in this little bubble where I think I know everybody who does anything with the Residential cleaning industry. So if this is the first time we've met I suspect there's probably Some other folks watching us today that that haven't met you either. Liz have you met Amber before? Yeah, we have some mutual connections We've connected I've connected with a couple of users Excuse me of the main central software and they were the ones that introduced me to it Actually, one of your members Keith. I hope you don't mind me dropping your name Keith. He's awesome He was having some trouble and we connected And that's how we connected there and also I think you guys had on Kurt with response a bit I Have I thought you were saying Kirk was your husband. I was like, oh, no Awesome, he's awesome Sorry, yeah, I saw my my husband commented guys if you listen on the podcast so So it sounds to me Amber like oh, I know Tom wants you to introduce yourself real quick and give a little bit more of a rundown on Like how you got into this maybe oh nice to meet you too He's saying hi over here in the chat, so I don't know if y'all can see that I can see that yeah, you can see it But but I just wanted to comment that Tom Did you notice that Amber does something that you and I have struggled with for nigh on a couple of decades? Sounds like she eats her own cookie Right so So Tom and I have in the past struggled with We will teach all of the things that we know are amazing and that do work and then we'll Look Why why aren't we doing that right? Yeah, I think it happens to us. Yeah, it happens to everyone It happens to everyone, but we know it works because we can point to a lot of people that are able to yeah, you know Wow, it actually really does work exactly right It sounds like you're doing it like you had a great background and Something that was applicable and then you took it you actually applied it to your window cleaning business and Had some success. Yeah, I mean it's worked. It's worked well for us and Like I said efficiency Great customer experience the more efficient. We are the better customer experience the better employee experience, right? Like we don't want to hate what we do either so Yeah, but I think you had a question. How did I fall into the this topic specifically? I think was that what you were asking? Okay So it is a personal story how I fell into like falling in love and completely geeking out about text message regulations, right? So about six months ago We were trying we had did a swap with another company So as matter it was a launch care company and we generated some leads I read we recommended them and they recommended us we did a swap and of course we're trying to follow up with the leads That came from them and all of a sudden when we finally had one of the gentlemen pick up. He says I'm so sorry Your phone number was coming in as spam likely Like what? Yeah? Yeah, he's like, yeah, your caller idea is shown as spam likely and it blocked it all and automatically And I freaked out But I didn't know what to do. So I did nothing, right? And then a second time during that week someone else that said, oh, I'm sorry. I didn't get your text message It was blocked and I'm like What's going on here? Right? And so again, I didn't really do anything at the time But it really was about two to three months ago that I really started digging the subject can't matter came up again As matter of fact, I was up working at five o'clock in the morning and I get this text message That's a spam text message about some kind of real estate stuff like what is this? but I noticed on my cell phone it said report block and report as spam and After seeing this repeatedly, I'm like, this is something I need to look into because I don't want to be classified in the same classification of these actual spammers And so it kind of just fell through that and I started studying like why is my caller ID popping up as like Spam likely and so I started digging down this rabbit hole rabbit hole rabbit hole and I just you know, then I started learning about You know these regulations that have actually been in place for quite a while from the FCC that you know regulators and things and When I started, you know, I kept seeing these notifications from Tulio just like everyone else Because I do use Tulio and I ignored it and I ignored it for a year and a half because they've been mentioning it for a year and a Half guys get your things registered and just finally I'm like, oh my gosh I start I started seeing that they put these hard deadlines in place and In between the deliverability was still kind of hit and miss so that's kind of it hit me because like I dove into it Because it hit me personally and the more and more I dug for like the resources and the answers There are more the resources are set up for enterprise level companies Like I would call these companies and I'm like, hey, how do you how do I get help and they're like? Oh, we're you know our smallest packages for if you make 20,000 phone calls per month or 20,000 text messages per month You can sign up for our this many thousand permits. So anyway, it was this long thing. I'm like, oh my gosh guys I took a deep breath. I'm like who's helping the little guys And they were like we don't have any solution right now. We hopefully we will soon. I'm like, what does that mean? And I didn't get a clear You know like what public what publicly traded company are you working for right right? Yeah, what small publicly? I'm like, what dude? It's just me and my husband But you know, we we do maybe a hundred phone calls a month right like not even because I'm texting But that was when I was like, oh my gosh, this is gonna hit the fan You know the more and more I learned about these regulations I said this is a big deal and a lot of people's livelihoods are gonna be at stake if we don't start taking action And so about you know eight weeks ago or so I've been trying to vocalize and spread to the masses. Hey everyone This is a real thing. This is not from you know, Twilio This is not from this is coming down from the regulators and the phone service providers And these are a new set of rules that essentially we have to play by So that's kind of how I got into it actually Yeah, because it was you knew you were stuck in it, right? You were part of it So a lot of people that are probably going to be watching this or listening to this as a podcast are gonna be in the same boat as right Yeah, and then yeah, what do they do? Do they need to do the same thing that you did? They just need to dig deep or no So I literally for I've been working at this full time for the last few months like I've invested time money webinars Studying going so my goal is to help simplify it as easy as possible So that as many business owners as possible can apply These steps to their business to protect their phone number to continue with the communication You know Text message is so powerful. I mean it's got a 98% open rate You know what I mean? Like we have to protect that form of communication And that's why these regulations kind of come into place I know you guys had Riley on a few times that spoke about it as well And so what I was hoping to do with you know today is kind of you know Go over a little bit of fruit FAQs, but really literally show everyone and if anything was listening on the podcast You know, you guys have a place to go to watch a recording of what are some of the actual tangible steps? To take to actually, you know submit and make sure you're you're going by these regulations and The regulation I'm talking about specifically is called a 2p 10 DLC and I'll take a look at that Don Don had a question there And so that's the one that we're talking about specifically so Don said yes She did it three times with Twilio three times with ring central each time I was told my registration was complete only to get more email saying my registration was not complete It can be very confusing miss Don Be and that's some of the things I'm going to show you when we log in Because there's multiple steps and you'll think you're done And you're not um And so that's some of the things that hopefully I'll be able to help clear up for you Don I've seen you around on She's she's she's on facebook a lot. Yeah Me and your female entrepreneurs Circle there. She's uh, I've seen her around participant. Yeah, awesome. Awesome Do you need to share to be able to show us stuff? Right, right. Yeah, right. So yeah, definitely. I'll share some things. Um I don't know if I need to if I need to start with In case anyone isn't familiar familiar with what's going on or why it's going on I'll try to do that really briefly if that's okay Yeah, that's a good question. Why are they making it so difficult? Why is it? I mean the good old days used to just click a button text would go through and it was beautiful Exactly, we can we don't even need email anymore because email has been a mess for a long time Right, I guess I guess they were envious and they wanted to be as difficult as email. So Yeah So here's a long story short of it. Okay, and so Let's look at the phone, right? If any salesman old school salesman, they're going to say What's the fastest way to make money and they're going to say pick up the phone or use the phone? Okay, so as a business owner, that's awesome as an entrepreneur. That's awesome. But guess who also knows that scammers Scammers know that the quickest way to scam money is going to be by leveraging the phone They, you know, people are they're savvy to to email scams And so over the years and over the decades Scammers and have used The phone as a way to scam money and more recently now they're using text messages to do so as well I mean think about it. I mean, why do we love text messages? It's low cost to implement It's got a super high roi 98 open rate almost immediate response rate, right? And it's the preferred communication method So what what's going on with these regulations is now the tcpa It's like alphabet suit guys. Let me just say regulators. Okay So now in an effort to combat the spammers The regulators are now wanting To help block the billions of messages that are going out that are spam And so in an effort to do that what they're doing is they're saying hey Let's create this process. We're going to have the phone carriers and the phone networks help us You need to register your business prove to us that you're a real business You need to prove to us. Um, how you are collecting your leads You need to prove to us That they have consent. Are you telling them when they opt in when they fill out your request form? Are you telling them that you're going to communicate with them? How you're going to communicate with them? The other thing that they're want to know is what type of messages are you going to send? Do you have different use cases? Right? So are you using it for informational messages where you're Confirmation right or sending invoices or things like that or are you going to send promotions? And then they say oh well promotions are okay, but you need to register that So that we know this is a legitimate promotion and so And then on top of that there are fees These are carrier fees and again all of these things are to to slow down the spammers, right? Because spammers would literally go buy hundreds or thousands of phone numbers and then just start spamming, right? And so now if you now have to do all these things to register and now the you know, you have these fees one time and monthly fees um The goal is to help slow down the spammers and protect like you said Tom I mean email used to have a really I mean email still has is really powerful But on average you're getting, you know 20 30 open rate, right versus text message, which is a lot percent Right. Yes Yeah, if you have an engaged list, right exactly And so the the goal here is to protect the ecosystem and and and still keep because text message is a preferred method of communication the goal of the regulators is to actually um Protect it, you know and and keep it that way for the consumers So that that's how we got here. Um, and so today show What i'm going to do I actually came up with a couple of uh, couple of things to help uh, everyone out and so I guess we can go ahead and share our Share my screen here. Um, I created a special web link for you guys And all you listeners and watchers. Um, it is called protect my phone rep.com forward slash ring central and um, I think if my husband's along he could probably chat chat the link in there I'm going to go ahead and drop that in chat. We're streaming to about eight different channels and I can All right Awesome sauce Yeah, so so if you're listening go here and you can actually opt in there's a button here that says send me the free checklist And i'm going to actually share with you what this checklist shows And so this will help hopefully people like gone that um have struggled with you know Submitting it and making sure that they're getting everything done correctly And so grab that checklist and what you're going to see is um, it's going to actually generate you this google doc checklist here And um, i'm sharing my screen. Correct. Can you guys see my screen? You are Awesome sauce. I have this habit of like talking and like they're like you're not sharing your screen. I'm like Okay, awesome So you're going to get an example of this same spreadsheet and so One of the things that the I noticed and what was hard for me Was when I logged into tulio or wherever you have right? So if you happen to be listening and you're not using tulio, but you're using like donage using grasshopper or some of these other places um Every phone service provider that you have That is an application. Okay. That's what a2p means applications a person. All right, so any crm software voiceover ip like your ring central like your grasshopper anything like that You are now using an application and so You uh, the best thing you want to do is contact them and say hey What steps do I need to take to make sure that my text messages don't get blocked? And most likely they're going to have you fill out a form similar to what we're going to show you here The form in and of itself is not very difficult. I mean it's it's kind of straightforward. Um, but what I see kind of the challenge being is It's much much easier if you come prepared like with something. So all you have to do is copy and paste um Because when you fill these these things out So for example on this first part of the spreadsheet that i'm showing here There's phase one is called uh info gathering or on board Like in collect what you want to do is you want to collect your actual information In phase one before you even get to the registration part. Okay And and so that means literally pull out your your legal documentation your llc documentation your dba Because it literally has to be correct. Um, if you want the fastest process Um, because what happens is when you submit the first thing that they're going to have to do Is to register your business profile, right? And They're going to take that information you submit and automatically run it against the databases Um, of the secretary of the state of whatever, you know, whatever state you're in So when you read when you say register it and and they who who are we registering this with? Okay. Yeah, so great. So Oh, you're gonna go through your phone service provider But the they the phone service provider like Twilio, for example Then sends all of your information. Everyone gets checked through what's called the campaign registry This is a group that has been put in place by the regulators to to Parts of this is automated, but part of it is a manual review And so all of these submissions from all these different places twilio grasshopper All these different places they all go to a place called the campaign registry And so they are the ones that are behind everything at this point And so I was mentioning it to you tom if you Did this registration months ago or longer good for you because It was easier You know the can't the can't it used to be that twilio was able to do the on their own approvals But now it's the campaign registry. So now we have to make sure we have we cross our t's and dot our i's, you know So what I have here is an example of the information you want to grab your legal business name If you have a dba Make sure on your legal business address right what you want to do is you want to make sure that you If it says street like main street and the word street is spelled out Do it exactly as you see it if it's just st Do exactly how you see it. Okay, but that's going to help you go a lot faster You'll need your tax id your phone number your website social media link if you have a facebook page and um Uh, you're authorized contact. Okay Um, it's just anyone from the company. So the legal. I'm sorry the legal business address that would be off of What would be the best document source for that? Right? So whatever you're legal So if you have llc papers and corporation papers dba, whatever you filed with the uh attorney general and Exactly your And if you're just like a sole proprietor Yes, I guess So if you're a sole proprietor you use um, if you're using a dba use your dba I guess however you file your taxes, right? So if you're if you're using your first and last name Um, you can use your first and last name and your social if you're a sole proprietor That process is a little bit easier on the front end if you're a sole sole proprietor. It's a little bit faster um But yeah, so if you're a sole proprietor So have to make sure you use your social um, or sometimes you can even get a e in as is as a sole proprietor So it really just depends on what your official business is registered under if that makes sense That you are suggesting that we use the address from that the irs is using. Oh, yeah, absolutely That that that seems easy. Everybody knows the irs Hopefully tax documents that they can look at so Absolutely a lot of times with the state Uh people register and lots of different things at the state and they're like, well, which thing am I doing? Right with irs. That's pretty pretty pretty easy Right that could get confusing. I think I think I'm right on this that the irs Is in terms of is spelled st or street The irs is basically going to take whatever you put on your tax return, which might be different Other than the secretary of the state. Yeah for sure. Go go with the secretary of the state I've seen specifically documented and totally it literally says go with what's um on the secretary of the state So sorry about the confusion on that. I guess I assumed it would be the same But you're absolutely right go with what's that the secretary of the state most most states if you like go to And say, you know company look up for the state of Georgia whatever It will take you to the attorney general web page that you type in the name of your company and it'll Give you all that information right there Right, right. You think that's what the the the people who are verifying your data. They're probably going to that same website Yeah, it's automated exactly. So if you put it in exactly as what's in the secretary of the state database It's gonna approve your business profile faster if it's right. Yeah, so Easier and way way better so that you don't get kicked out that first time Absolutely. Absolutely. Yep Um, the other thing you want to have and um, I'm trying to keep an eye on the time I can I can talk for days on this. Um, make sure Make sure you also have your you know, you're logged into whatever CRM. So have your main central open If you're using a different uh, like I said grasshopper in addition to These other places that you have to register make sure you have that The other thing that's super important is make sure you have funds So for example with tulio, you have to pay in advance, right? Make sure you have funds. Um in your account Before you register because as you register they're going to pull out their registration fees And so you want to make sure you have that as well Um And then lastly your website there are some things that are going to need to be done on the website So you want to make sure there's a fee associated with the registration? Yes. Yes. So there's a registration fee for your to register your brand And then there's an initial registration fee and I'll show you those here shortly. Um, there's a registration fee For your campaign use case. So and then there's a monthly fee So you're looking at about three free fees depending on what you register on You're looking at I believe it's a four dollar like four dollars and fifty cents For the profile and then depending on what campaign you're using It's going to be anywhere from uh four dollars to forty four dollars one time Plus anywhere from one dollar and fifty cents to eleven dollars per month. I know I just spit out a lot But it'll show you it'll show you in this every step of the way once we get there And so did I hear you say that you have to register at multiple places so Possibly if you're using it like if you're using more to one application in your business So for example made central sends out on the way text, but you use and sorry Don you have grasshopper in my head, right? But you also use grasshopper for your actual, you know, main phone line, right? You know, if if you're using any Yeah, any software that you're using that's what the application is. So if you're using just a cell phone That's considered p to p peer to peer or person to person So if you're using your cell phone and you're just a sole proprietor then you don't have to worry about this at this point Everything that i'm pointing to that i'm reading you don't have to do anything This is specific to a to p which is application to person So if you have to download an app to use it, that's a good way to know if you're using any automated messages any automated reminders Then most likely you're going to fall under an application now application to person Which means that you have to follow these guidelines So if you use made central you're going to have to do it Absolutely, and if you have another phone system, you're going to have to do your phone system And then if you are using so like if i'm using response a bit, is that nap? Yes response a bit is another type of software and uh, yes, but the good thing is um response a bit also uses toolio And so sometimes you can use the same toolio information With multiple ones that that gets a little hairy On it, but um, it sometimes it's not as bad as it seems. Okay Um, I do I do want to mention this though if you do have um multiple businesses You will need to register each business entity. So for example, if you have a house cleaning business that is, uh, Amber's house cleaning and then you have an exterior cleaning business called amber's power washing and they are two separate entities You'll have to register for each different entity as well You fill out all this information again and pay the fees again and Yes, the whole shebang because they're considered a different brand. They're separate brands and separate business entities. So Um, but yeah, so i'm so that's the first part is gathering info. Okay The second the second thing you want to do is what I call phase two I call it the audit and update phase. Okay, and so pretty much now that you've collected all of your information I kind of have this kind of like checklist of things to make sure that you um, actually do before you submit. So for example Um, this isn't a requirement, but if you have an email that matches your domain um, you're gonna get um, let me rewind a little bit As you fill this out, you're gonna get what's called a trust score. Okay, and pretty much what that means is There's this algorithm working in the background that is going to say, okay um, they're gonna score you according to a few few different things and the more Consistent and parallel the brand looks you have a chance of getting a higher trust score. Okay, so meaning if you come in here With a gmail that g you know at gmail Email address, but your web domain is amber's housecleaning.com, right? If I were to do amber at amber's housecleaning.com, it's gonna help me out a lot in the long run So that's one of the things I look for it. Do you have a does your email match the domain? Is your website working? I know this is silly But you'd be surprised how many companies are ranking on google You click on their website and the website and they didn't renew the domain right like So their website might be down. So make sure your website is actually working make sure it is secure Okay, so what that means is you it has that little lock when you type in the url It has that little lock makes sure it's secure with what's called a ssl You all know if it's not secure if it's not secure you'll get this thing that says this website is not secure Do you want to visit it? Right? Um, you also want to make sure for bonus points make sure your company address is listed at the Somewhere on your website. Um, I like to put it on the footer So, you know, make sure that same address that you have listed that we listed back in step one Um, you can list that on your website As well, it's helpful if if it's a business and that's not to you if you're using your personal address Definitely, you know do that with caution. Could it be a p.o. Box? You can use a p.o. Box I haven't seen any brands or customer profiles rejected because of it. I'm keeping an eye out on it um probably I haven't like I said, I haven't seen any rejections because of it but it could trigger it down the road So and it also could possibly trigger like maybe your trust score is not as high, right? There's no outline. There's no outline of what the algorithm is, right? So when you say down the road, so you might get through this and you're approved and next month Maybe you're not Yeah, so yeah, so what I've seen is what worked to get submitted one week ago might not work this week It's ever changing and I guess I forgot to even put my disclaimer out there guys. I do need to say my disclaimer I'm so sorry. Um, I do want us to say that. Hey guys, this is um, I'm not an attorney Um, and so what I'm doing is sharing my knowledge is the best of my interpretation and the best that I can keep up with it These laws regulations are changing all the time. They vary per state Um, and so I'm what I'm sharing with you guys is here to help give you a starting point and point you in the right direction So, um, again, I just want to put that disclaimer. I forgot. I'm supposed to say a disclaimer every time I do this so um But yes, so my interpretation of this is yes, like some of the things we did, you know a month ago It's not working anymore. Um, also because this is new these are algorithms working in the background You might be approved and some of your messages still might get blocked, right? And so I'm going to show you guys later on too. Um, I'm going to try to remember How to even check are your messages going through? Um, there, so um Yeah Okay, hopefully whoo. All right Okay, so we've got you the other thing is you want to make sure that you have a privacy policy Um and link it. I your privacy policy has to be visible. It has to be what did they say conspicuous So it has to be easily seen and so I always recommend to go ahead and on the footer of your website Excuse me on the footer of your website go ahead and make sure that you have a privacy policy and I use the website. I have it on here. I don't have it up here called privacy policies calm um, it it I use it. Oh, that's all I'm saying. I'm not endorsing it. It's the one I use Um, it's very thorough. Um, it has all the information that's required and it's free They will try to upsell you but I use the free one So, um, I've got that reference here as well on the other tab So if you don't have a privacy policy, make sure you have a privacy policy Um, also at some point they're going to look to see if you have the terms and conditions It looks like that's what kicked dawn out was the privacy policy. Absolutely. Absolutely. You had to have one So Don did you do terms and conditions because it sounds like that's going to be the next step? Exactly. So terms. Uh, yep privacy policy and terms and and even the privacy policy. I've seen some I don't have it right in front of me. That's why I I just referenced the privacy policies calm But I know they're going to be looking for specific things in the privacy policy like what information you're gathering Um, the methods of communication how you're going to use that information and even age gating meaning A portion of that privacy policy needs to say this is not for children under blah blah blah, right? Um, that's what I say. The easy thing is just go to something. I just googled free privacy policy generator And that was the one I picked. So feel free to just, you know, use that at your discretion. That's what I do. Anyway The next thing this is the other hiccup that people have to worry about now that they didn't have to before Is the express written consent Um express written consent. I wonder if I can pause my screen So pretty much on your web form and you guys actually have this which is really good By default on the form in made central. There is a express written consent So what that means is on your web form You have to now have a check box That says, you know that where they have to physical the end user, right the visitor their website visitor Has to check the box and then there has to be a text that has express written consent That says something like this by checking the box and clicking the submit button below You are giving amber's house cleaning permission to contact you about your quote request We might be responding to you via email phone call text message or recording If you guys are using recorded phone calls, you have to mention it We also have to mention that it might be using automated systems. Um, you have to mention that No purchase is necessary And uh, I'm using this off the top of my head. Well, like I said, I've got these in resources Later down down the road And then you also have to tell them that they can opt out. So you have to have that on your web form I have seen a rejection Where oh and also as part of your web form It has to be on the first page of your web form So for example, if you have a web form where you fill out two or three questions And then you click a button and then you know, it scoots to another page with more questions You can't do that. They will reject it. They I'm like, are you kidding me? I was like, oh that happened to me I was like, man, I've got the consent, but then I read I reread it and it says it cannot be what gated and what that means is It has to be visible right up front your website consent um So I also like to get a screenshot of that web form And and also submit that screenshot. Uh, now you'll have to host it, you know, you'll have to They don't give you a place to upload it upload the screenshot So what you'll have to do is maybe save it to like a google drive and then share And then share it There's that we have a question Okay, I guess, you know Don's asking specifically about made central, but I guess in a more general sense anybody that's doing like lead capture or Like online quotes or bookings Yes, so How does that work? So this has to be on every form on your website So for example, if you have a button that says get a quote and it goes to a get a quote page But if you also have A page that says contact us and it's a generic form It has to be on every form if you have a web chat that sends text messages There has to be print now on your web chat That that has this same express written consent. It has to be on every part of the website And I guess if that's a best practice or it should be I mean we could pull up Websites from publicly traded companies and I mean there's a A lot of people's you know behind the curve on that. Yeah, exactly. Exactly. Well now it's If you don't get the curve man, it's it's there now. It has to be there now Oh that the people that signed up like you said before they It was simpler and they don't have to have it or is it just hasn't caught up with them? Well, and like I said Over the last year and a half the there's been more clarity with the regulations and so Technically if you've already gotten approved, I've had some people that says hey, I've been approved Can you take a look for me? I still recommend go ahead and do this because not only remember We're not only doing this just for the a2p regulated not for the text messaging regulation But there are other laws that as business owners. We are supposed to be abiding by And so this is part of it. This is just like a cover your high knee type situation, right? So yes, so those that have registered and already gotten approved I still recommend yes go back and do this go do this and I want to take a small note to talk to those people that are marketers like me That say oh, I pay for google ad words and I'll have to put this big ugly print at the bottom of my web form And now, you know, I'm not going to get as many leads. That is correct You probably will not get as many leads, but the lead quality will be through the roof It'll be through the roof now Because you are very out and open and saying yes You know, do I have your permission to contact you about your request? Here's how I'm going to be contacting you, right? It's going to Have a better customer experience in the long run. So all of these things that we're doing right now It's a pain. It sucks. I'm not going to lie like it's a lot of people's busy season, right? Like why couldn't this happen during a slow season? But but the reality is these are all good things and if we play by the rules Um, it'll take a little bit of adjustment a little bit of patience But it ultimately is going to be a very very good thing in the long run So I am so cynical because I feel like I'm one of those people That when those things pop up, I read it I just ignore it and say yes. Yes. Yes all of it and Like all the spammers really have to do is just put that on their site too, and I'll feel it This is true. This is true, but it will help negate some of that, right? A portion of it we're going to think of the the the cup is half of half full of lemonade So that so we want to make sure you have that um And then if you have if your website, you know, you need to know if you need to make these changes Which like 90 percent of the people that I help they do need to make these changes So, you know, whomever messages your website like whoever Or if you have access to the website in your web form You want to make sure that you get that privacy policy on their terms and conditions And your your your consent so Those are the other things that you want to make sure that you actually have Um down here you want to also grab a couple of sample messages because guess what we got it We got to give them some examples So log into your um your crm or whatever part is automated and if it's not automated just you know Get some messages that you typically send And the first thing you want to do is you want to have a campaign description And so you want to be as detailed as possible This probably isn't the most detailed example that I have here on the campaign description Let me rewind You want to confirm the use case and I'll show you this later. So what this means a use case means How are you using this phone number? So for example informational Or transactional that would be your appointment reminders your confirmations. You're you know If you're using an invoice link you need to tell them Um, but then if you want to do a promotion, guess what that is a separate use case And so that has to be registered separately Um with a separate phone number So will I on this form that I'm doing will I have like Lots of places for here's one use case. Here's another use case. Here's another use case or do I have to Finish this use case go out all of it all over Like so twilio if i'm sending invoices reminder emails Sales type thing marketing things Then I would have to send I would have to do process three different times just for twilio So it depends so I use and I'll show you here. They have a new classification That's called low volume mixed and so what that means is like you're I'm mixing up my messages, right? So I'm some of some of it is for informational, but I do still recommend separately registering for Marketing if I'm wishing somebody happy birthday through twilio. Maybe I don't have to list that specifically I just throw it in under the mix exactly exactly Exactly Are anything that's informational so like for main central the reminder that I'm coming to your home could go With another one that was hey, we are close for the holiday That would exactly go together Exactly those could go together exactly It's when you go from informational to promotion The biggest thing is separating that promotion the promotion and and one of the things I've noticed too Like I actually was looking into some that had twilio um Is If it registers as a promotion and you didn't register it they will block it There were some that because they it was a follow-up sequence that said are you still interested? By the way, here's a link to your your bid right your quote And they blocked it They blocked it because it wasn't registered when you anytime you're soliciting For someone to purchase something from you it is considered promotion even if it's a follow-up So that's why I'm recommending so again It might seem like I'm doing a lot But because we have deadlines and because these communications are so important I'd rather be over prepared than under prepared and then your messages don't go out Yeah, so that's kind of how I'm looking at it Um, so in your in your sample messages, there are a couple of things that I want to point out And oh man, we're running low on time. Oh, I haven't even got to twilio yet guys But that's okay because this is most of like most of the hard work actually happens before actually getting inside of twilio So inside of your sample messages, you want to make sure That you use a sample. So in this example, it says, hey, Kevin, right? Go ahead and use Kevin even though that's like a token where it usually it says like first name customer first name Sometimes that could slow things down Because they don't know every software has different tokens, right? They bracket sign customer f name, right or first name And so to give them clarity just plug in and make believe name there You also want to make sure that every message has your company name in there So you have to identify yourself and you have to give them a way to opt out Now some some people ask the question do so for example You can say ps reply end to unsubscribe from text messages, right? Or reply stop to unsubscribe you have to put that on there now or else it will be blocked Some of the questions that I get around that is they say hey, does it have to be on every message? I've seen mixed results with this I recommend people do at least The first message and then every five messages or so To go ahead and put it if for the automated ones go ahead and put it Um, I put it on all of mine now. I just put it on all of them Now now if i'm all of the automated ones Let me put it that to you that all of the automated and all of the bulk like if you're doing a bulk text Now if you're just you know one-on-one conversation with people like and you're literally manually typing back Then no you don't have to do it there. Um So hopefully that made sense On that a lot of things cool And then the sample two I just have a sample confirmation and again inside of the brackets I didn't put you know date and time. I put a specific like You know, hey, you're set for your registration on this example. It was a webinar, right? So hey, this is a confirmation of your You know your house cleaning that's booked on monday June 9th at 6 p.m. Put be specific be actually specific in your test message that you're that you're adding there And so these are some of the things that you want to have ready Before you even get inside a toolio. It makes it so much easier, right? So so much easier And then step three is your submit And so i've got the tab at the bottom here and when you submit don this is for you, okay Um, when you submit and this is via toolio These are the different things that you want to actually submit and look for a green checkbox on This is all what was that one two three one two three four five six different things that you want to do inside of toolio So, um, i'm gonna hop in guys. I'm man. I've talked too much. We're running low on time Don does have a question though. I guess she was wanting to know what that was. We have to add to every Oh, so not to ever I add it to every tech But you but for sure the first one of every in every like five is a opt out So reply end to unsubscribe you have to give them directions on how they can unsubscribe Um, I think if you're doing it So regularly people are going to get used to that everybody's going they're going to be seeing that all the time anyway So it's not exactly Aggravating right right and I like to do it as a ps So it doesn't sound like that's the sucky part about this is it makes us sound so like Robotic because you have to put these things and that's the other thing I want to tell people is don't be cute right now Like you want to be cute and say oh if you're not issuing more like reply. No thank you No, no, let's just follow the rules. Let's get approved, right? Like And eventually it will become standard. So um, yes So that is it for this portion of it. Um, once you have these Um, I'm gonna try to get through it as fast as I can. Yeah, we've got about 10 minutes before the top of the hour Yeah, so I'm gonna try this is really awesome. Um, You know Yeah, thank you. Sorry. We don't have more time Yeah, I mean I'm here for as long as I need to be if anyone needs to reach out after the hour You know, I have a facebook group that I try to drop as many Oh Yeah, so they don't get uh Whoa, man, I don't know if kelvin is there. Oh man, I should have had that ready Okay, okay So if you look for the facebook group, it's called um protect my phone number or something like that if you search for it on facebook Protect my phone. It's big purple It's purple In the background. So while you do that, I will continue. Okay So when you go inside a twilio, you want to go to account And the first thing you like I said, we're checking if we have funds there So you want to go billing and you want to go to billing overview? And when you click that it will tell you how much credits that you have left You want to make sure I like to have at least 20 bucks in there at all times That will be enough to cover you to get started So that's the first thing you want to do the next thing you want to do is come over to account And then you want to go to then at the bottom on the right hand side. It says trust hub And you want to click on customer profiles? It's going to bring you to this page here where you can create a business profile Mine is already done. Um, and so you'll see here it says twilio approved. It's got a check mark there But uh, let me just create a secondary profile really quick and hopefully it won't go too slow my computer Um, but this is where you would just come in here And you fill out the information and guess what? It looks very familiar Oh, one of the things I did not include on there. Most of you guys the business identity Is going to be direct customer. Okay, um, that's you want to select direct customer Then you select your business type Um, you know social prior LLC, et cetera Your business industry now there is some con there is nothing in here for cleaning. So Um, I've seen some people I use professional the professional services one I've seen I think there's one that says uh construction. I've seen some people use that Um, and so there is no real clarity on that. I'm sorry. I can't be more specific But I'm using the one that says professional services um Your ein number. So that's where you put your tax id or your ein is pretty much self-explanatory guys on this one Um, your people to contact that's where you're going to reference the spreadsheet where it says authorized representative Right and so you're going to paste their information there You only need one you don't have to have two authorized representatives And so you can check that box that says I do not have a second one And then you want to confirm that the representatives agree to be contacted by tulio Notification settings. This is if you want to be emailed to notify like The notification of you know, what the status is of everything And so you can plug in whatever email address you want to be notified You do not need what's called a web hook a callback web hook. That is not that's if you need to automate some things You don't need that for this And then you just agree to the the terms of service and privacy And then it's going to go to pending. Okay It's going to usually what I see is that it usually goes to pending until you go to step two And so we can go back to the maid central and say boop. Okay. I did my red business profile Then you go back to tulio On the left hand side You want to click on overview And then you want to click where it says a to p messaging And you click that button and the next thing you're going to do is fill out your brand Okay, so there's a business profile and then there's what's called your brand And let's see here And of course my computer is going a little bit slow here Um, but this is where you actually go through the process You're going to scroll down to the left and click over here where it says brands And then you're going to get instructions to actually do your brand I've actually got a few different brands registered here But um, this is where what we were talking about here your fees. Okay. And so You got your sole proprietor. It's a four dollar one time fee or low volume standard Okay, low volume standard has been the recommended one. Okay That is a four dollar one time fee and your company type you are a privately owned company We are not actually trading on the stock market or anything like that. You're not a non-profit and we're not government So you want to select private and then check mark that says I agree to those terms and then you create It's going to show pending but usually after you create that brand if everything goes right usually within five to ten minutes It's you're going to see a check mark or you're going to see that it's registered Okay, if it takes more than five or ten minutes I as of this video Um, if it takes that long then I would there might be something wrong with it Um, because this part of it has been that I've seen so far. It has been automated So that means you might need to go back delete your personal profile and your brand and start over double check your typing Because you may have did something wrong there Um Twilio support is really good. So feel free to you know, if you get stuck there, um message twilio support The next thing we need to do is register the campaigns and I'm sorry if we're going so fast guys. I know I know You're you're you're good. You're good. Okay. I think this is fine because it is pretty self-explanatory actually most of this Now that you've gotten us in here Yeah, so it's it's most it's explanatory. Um, and again the biggest thing is just to make sure you're doing everything correctly um, and then just make sure that um What's most important is what you put in there, right? And that's what I said having that spreadsheet now if you have it ahead of time now, you're just copy paste copy paste copy paste Um, if we fill it out right if we follow all the rules So Okay, so the next thing you want to do is you want to come and register your brand and this is the use case that I Was talking about here. Okay. So what happens is you have to say like I've seen a lot of people get approved They come in here and they get customer care approved That means I'm using it for support account management and all these things and it's $10 a month Here's the problem If you send something that's promotional through this customer care, they're gonna block it And so so that's why I come down here Now you'll get a high delivery rate Um, but I come down here and select this low volume mixed. Okay You're gonna create a new messaging service And then your campaign description remember that see the over here that I had spreadsheet The spreadsheet now you're just copying and pasting copy paste. Okay, your sample message you come here You copy paste sample message copy paste if you're using embedded links go ahead and tell them that you're using embedded links um for like your invoices and For your phone numbers. So This is another thing guys If you have call like a tracking number So let's say you're using door hangers or flyers and you're using a tracking phone number through something like a call rail guess what Those need to be registered too Even if you're only using them to get notifications to your phone like hey, you've generated a new lead and here's their phone number Those need to be registered too Yeah, you know amber, you know linda's got a really good question here that I suspect everybody who's watching this at this point and Really more interested in that answer What is The you know next piece of data I need to track down that I really don't feel like messing with Okay, how can how can people hire you to do that? Okay, let's just jump right to that. Okay, because I've pretty much finished the campaign You just follow the rest of the prompts. Okay, so I wanted to live on what I promised But yes, I do have my husband and myself. We have started offering done for you services So if you go to I'll show you the screen Okay, if you go to protect my phone rip comm force lies made central this page I'll put the recording of this on here. You can also get the checklist But guess what this is just for you miss linda this big yellow button that says can you help me? I've got a couple of different ways that you can help That we can help we do offer a 100 done for you service on this because again after you submit Doesn't mean it'll get approved. You have to monitor it. You have to do all these things to to make sure it goes through And so when you click that button, can you help me? I've got a video that shows with different ways that we can help you any way anywhere from free To just amber take this off my plate and do it for me. That is what I call the ultimate convenience setup, right? This is the amber do it for me and then I've also got a group support So if you've tackled this yourself and you just need an additional help You want me to go in and you want me to support you for like the next, you know 60 days on this then we've got two different options for you there And this is all of the bullet points you can go through So we've got two different options So if you want me to manage it for you completely from the start to finish It's 497 one time If you want the group and you want me to go in and audit and support you So meaning if you don't get approved And you still need support to figure out what to do to get approved. I've got that as well And then at the bottom at here is this show me done diy resources that will link you to my facebook group So again, if you go to protect my phone rip comm for it slash made central When you click that it will take you to a checkout page And I try to make it as simple as possible after you check out. I've got this onboarding form I've got videos to walk you through pretty much all I need is your contact information and your login details You know your login details to made central Your login if you manage your own website Your login to your website or if you don't feel like doing that Just point me in the direction of whomever built your website so that I can get permission to make sure that this Stuff gets taken care of And then let me show you really quick what we check when we were done with everything We've got a this is what we deliver We were delivered. This is an example So we'll deliver you your updated screenshot your privacy policy You know, we'll update you on everything we checked checked or updated on your behalf So you'll get actual screenshots. We do also go in and double check your messages And we send you screenshots inside of tulio pretty much. Just let you know. This is what we did Hey Sorry to cut you off there amber. We are I have a meeting I have to get to it 305 But tom kelvin just posted the facebook group. Could you grab that and post it? I already did. It's um I'll post it again, but Awesome. Awesome. I don't think we actually got the facebook one out there yet. So okay amber you were right So that's it. This is a lot though. It is a lot Yeah, it's a lot and I think a lot of people are going to be very grateful that you did all of this work And that you are making it easy for the lazy people like me No, the smart is smart. It's smart. Yeah, but no, yeah, thank you guys I know I tried to get this it's a lot to it's a lot to get done If anyone has any questions, please like I said either contact me through this page Protect my phone rip.com port slash made central. Um, or you guys can like I said Go there actually and you'll have multiple ways to reach me in the facebook group So thank you guys so much for having me on hopefully this was helpful. I hope I hope I hope it was helpful This was great amber. This was awesome. Thank you so much amber. Well, thank you. Thank you guys for having me So we're we're done for today, but we'll be back next wednesday five o'clock eastern It's a good statement. That's a comment. That's a fact. We'll see you next week. Have a good week Awesome. So we'll eat that guy. Bye. Bye. Bye