Business Verification & Setup Details

Required to activate your missed call automation and phone number

To activate your missed call text-back system, we need to verify your business and collect a few setup details.

SECTION 0 — PLAN SELECTION

0.1 Which plan have you signed up for? *

Basic

Pro

SECTION 1 — CLIENT & BUSINESS IDENTITY

1.1 Full Name (Business Owner / Director) *

1.2 Legal Business Name *

1.3 Business Entity Type *

Sole Trader

Limited Company / LTD

LLC

Partnership

1.4 Business Registration Number

SECTION 2 — BUSINESS CONTACT DETAILS

2.1 Business Email Address *

2.2 advertised Phone Number *

2.3 Is this phone number also your personal number? *

Yes

2.4 Do you confirm this number can receive forwarded calls and SMS?

Yes

Not sure (We'll help)

SECTION 3 — BUSINESS TYPE & SERVICES (AI CONTEXT)

3.1 Type of Business / Trade *

3.3 If “Other”, please specify

3.4 Service Area (Towns / Postcodes) *

3.5 Typical response time to enquiries

Immediate

Within 1 hour

Same day

Next business day

SECTION 4 — CUSTOMER COMMUNICATION PREFERENCES

4.1 Primary Goal After a Missed Call *

Call back manually

Continue conversation by SMS

Book appointment automatically (Pro Feature)

4.2 Are emergency jobs a priority?

Yes

4.3 Preferred Response Style

Friendly & conversational

Professional & direct

Short & efficient

4.4 Who should receive booking notifications?

Business owner

Office staff

Both

SECTION 5a — MISSED CALL TEXT BACK

5.1a Enable missed call text back automation? *

Yes

5.2a Message tone for missed call SMS *

Friendly

Professional

5.3a I understand missed call automation only triggers when a call is not answered

I understand

SECTION 5b — MISSED CALL TEXT BACK

5.1b Enable missed call text back automation?

Yes

5.2b Allow trained AI to continue the conversation after the first SMS?

Yes (recommended)

No (1 SMS only)

5.3b I understand missed call automation only triggers when a call is not answered

I understand

SECTION 6 — REPUTATION MANAGEMENT

6.1 Enable AI-assisted review responses?

Yes

6.2 Enable review sentiment insights & analytics?

Yes

6.3 Do you want automated review requests enabled? (copy)

Yes

6.4 Google Business Profile link (if available)

SECTION 7a — ALL-IN-ONE INBOX

7.1a Enable smart inbox features? (tick all that apply)

Smart tagging

AI prioritisation

Auto-responses

SECTION 7b INBOX & REVIEWS

7.1b Do you want all messages in one inbox?

Yes

SMS only

7.2b Do you want automated review requests enabled?

Yes

7.3b Google Business Profile link (if available)

SECTION 8 — MOBILE APP ACCESS

8.1 Enable mobile app access?

Yes

8.2 Enable push notifications?

Yes

8.3 Who needs mobile access?

Owner only

Team members

SECTION 9a — WEBSITE CHAT WIDGET

9.1a Enable website chat widget?

Yes

9.2a Replies will be handled manually

I understand replies are manual

9.3a I understand the chat widget does not replace live phone calls

I understand

SECTION 9b — WEBSITE CHAT WIDGET

9.1b Enable AI-assisted chat widget?

Yes

9.2b Primary goal of the chatbot

Answer FAQ

Capture leads

Book appointments

9.3b I understand the chat widget does not replace live phone calls

I understand

SECTION 10a — INVOICING

10.1a Enable invoicing?

Yes (recommended to access your business data)

Default invoice email

10.2a Preferred payment methods

Card

Bank transfer

Both

10.3a Currency used for invoices

GBP

USD

EUR

SECTION 10b — INVOICING

10.1b Enable automated invoicing?

Yes

10.2b Accept online payments?

Yes

10.3b Enable revenue tracking & reporting?

Yes

10.4b Default invoice email

10.5b Currency used for invoices (copy)

GBP

USD

EUR

10.6b Preferred payment methods (copy)

Card

Bank transfer

Both

SECTION 11 — SOCIAL MEDIA ADS CONFIRMATION

11.1 Platforms to manage

Facebook

Instagram

Google Business Profile

11.2 Do you want posts scheduled automatically?

Yes

11.3 Are you currently running ads?

Yes

11.4 If answered "no" explain why here

11.5 Monthly ad spend

11.6 Do you already have admin access to your social media accounts?

Yes

No (we’ll request access)

SECTION 12 — REACTIVATION CAMPAIGNS

12.0 Do you have an existing customer list?

Yes (import)

12.1 Enable automated reactivation campaigns?

Yes (recommended)

12.2 What type of customers should be reactivated? (select all that apply)

Past customers (no recent job)

Old leads that never booked

One-time customers

Maintenance customers due for follow-up

12.3 Preferred reactivation channel

SMS

Both

12.4 How often should reactivation messages be sent?

One-off campaign

Monthly

Quarterly

12.5 Do you want campaigns segmented automatically? (Based on job type, last contact, or location)

Yes (recommended)

12.6 Would you like performance tracking enabled? (Replies, bookings, conversions)

Yes (recommended)

SECTION 13— REGULATORY & VERIFICATION

Purpose

To activate messaging, call automation, and payment features, we’re required to verify your business identity.
This protects your number from spam misuse, ensures compliance with telecom regulations, and allows us to enable automation securely.

Verification is mandatory for:

SMS & call automation
AI messaging features
Invoicing & online payments

Approval typically takes 1–3 business days after submission.

13.1 Required *

I understand messaging automation requires verification

13.2 Proof of Business Registration *

Accepted examples:

Certificate of Incorporation / Articles of Organization
Companies House registration document (UK)
Business Registration Certificate
EIN Confirmation Letter (US)
UTR or VAT Certificate (UK)

Requirements:

Must be government-issued
Must show the legal business name
Document must be clear and legible

13.3 Proof of Business Address *

Accepted examples:

Utility bill (electric, gas, water, internet)
Business bank statement
Government-issued letter

Requirements:

Address must match the address provided during onboarding
PO Boxes are not accepted
Document must show business name or trading address

13.4 Owner / Director Photo ID *

Accepted examples:

Passport
Driving licence

Requirements:

Must be valid (not expired)
Name must match the business owner / director listed in this form
Photo and details must be clearly visible

13.5 I confirm I have consent to message customers on my list

Yes

SECTION 14 — FINAL CONSENT & ACTIVATION

14.1 I understand and agree that: *

My existing business number will not change

Automation uses system numbers

Features are enabled based on my selected plan

14.2 I confirm I want my system set up *

Yes

14.3 Preferred go-live date

ASAP

Specific date (write below)

14.4 Preferred specific date to go live

By checking this box, I consent to receive non-marketing text messages from LaVid about My Account. Message frequency varies, message & data rates may apply. Text HELP for assistance, reply STOP to opt out.

By checking this box, I consent to receive marketing and promotional messages including special offers, discounts, new product updates among others.from LaVid at the phone number provided. Frequency may vary. Message & data rates may apply. Text HELP for assistance, reply STOP to opt out.

Thank you for submitting your details.

Your information has been received and is now being reviewed for business verification so we can activate your missed call text-back system and phone number. Our team will be in touch shortly if anything else is required, or once your setup is ready to move forward.

In the meantime, you can explore the rest of our website to learn more about how the automation works and what to expect once it’s live. Please keep an eye on your email for updates regarding your verification and next steps.

We appreciate your interest and look forward to getting your system up and running.

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