Onboarding Meeting Status Update

WLO - Status Update Form

First Name *

Last Name *

Phone *

Email *

Agency Name *

Agency Owner Email *

Additional Email Addresses

Guests, VAs, etc. to be CC'd

Call Type *

Pick one

Tech Call Appointment Status *

Tech Call Status

Training Appointment Status *

Onboarding Appointment Status

Follow-up Appointment Status *

Follow-up Call Status

Need a Follow-Up?

Yes

No

Need A2P Submission? *

Yes (Registered Business)

Yes (Sole Prop)

Yes (Both Toll Free & Registered Business)

Yes (Toll Free)

No

Why is A2P not needed? *

A2P is already approved/submitted

Not in the US and Canada

Other

Explain in detail why A2P is not needed *

Internal

Did client request to PORT an existing phone number? *

Yes

No

What is the current phone carrier? *

Enter the name of the current phone carrier *

CNAM Preferred name

Was the Training Call scheduled during this meeting?

Yes

No, send the client the 1-time link

Tech Call Important Notes *

Training Call Important Notes *

Follow-Up Important Notes *

Tech Call Video Recording Link

Internal + Agency + Client

Training Video Recording Link

Internal + Agency + Client

Follow-Up Call Video Recording Link

Internal + Agency + Client

Was This A Mock Call?

Yes

Make sure these 3 fields are filled out (in the contact fields) before submitting the form.

If you have any questions, please refer to THIS ARTICLE or consult with your manager

I ensure all details submitted are accurate. I understand inaccurate or incomplete information may affect onboarding processes and A2P submissions, and that failure to follow these guidelines may result in disciplinary measures.

SUPPORT