New Customer Questionnaire

Welcome aboard. This is everything we need to set up your account, register your business for text messaging, and get your first campaign out the door. It takes about ten minutes. Anything you don't have handy, leave blank — your WFE rep will follow up.

Why we ask for your legal name and EIN. Business text messaging in the U.S. is registered with the carriers under your legal business entity (A2P 10DLC). We can't send a single message on your behalf until that registration is approved, and the carriers check the name and EIN against IRS records. The details here need to match your IRS letter (CP 575) exactly.

1. Your business

Exactly as it appears on your IRS EIN confirmation letter (CP 575) and your state registration.

Legal business name

DBA / trade name (if different)

EIN (Federal Tax ID)

Business type

State of registration

Physical business address

Mailing address (if different)

Website

Industry / what you do

Years in business

Number of locations / offices

2. Who we'll be working with

Owner / authorized signer

Title

Mobile phone

Day-to-day contact (if not the owner)

Billing contact for invoices

Payment preference

ACH / bank transfer Business credit card Check / certified funds

Your rep sends a secure payment link. Never put card or account numbers on this form.

3. Your messaging setup

Preferred area code(s) for your new number(s)Customers answer local numbers. Tell us what looks local to them.

How many numbers do you need?

Business name as customers should see it

Business hours & time zone

Who should receive customer replies and alerts?

Roughly how many past customers / contacts do you have?

Where do they live today?

Have these customers done business with you or given you their number directly?

Yes, all of them Most of them Not sure

The carriers require an existing business relationship. We'll help you sort anything that doesn't qualify.

What do you want your first message to do?

Anything we should never say or promise?

Facebook / Google Business Profile links

4. Your package — completed by your WFE rep

Package

WFE representative

Setup invoice · amount · date paid

Ongoing billing

Notes

5. What we'll need from you next

Text these to your WFE rep, or reply to the message that brought you here. None of them hold up the signature below.

Item	Why
IRS CP 575 letter (photo is fine)	Carrier registration checks your EIN against it. This is the long pole — the sooner we have it, the sooner messages go out.
Your logo (largest file you have)	Branded messaging, landing page, and your dashboard.
Your customer list	Spreadsheet export is perfect: name, mobile, city, last service date if you have it.
A photo of you or your team	Messages from a face get answered. Messages from a logo get ignored.

6. Authorization

I confirm the information above is accurate to the best of my knowledge, and I authorize WFE Marketing to set up my account, register my business for text messaging with the carriers, and begin work under the package selected above.

Type your full name to sign

Signature

Signature — typed name serves as your electronic signature

Title

Date

Thank you — we have it. Your WFE rep will confirm by text and let you know the moment your messaging registration is approved. Tap "Save / print a copy" above if you'd like a PDF for your records.

WFE Marketing · Walton Family Enterprises · wfemarketing.com · Your information is used only to set up and operate your account. It is never sold or shared outside the carrier registration required to send messages on your behalf.