Onboarding — Cells Media

01

Sub-account

Create the client's sub-account in GHL with the onboarding snapshot, then pick it in the header.

New client

In GHL, open the agency view, then Sub-Accounts → Create Sub-Account.
Apply the onboarding snapshot.
Pick the new sub-account in the header. The list refreshes when you come back to this tab.

Open GHL

Create it from here instead needs GHL Agency Pro, which this agency doesn't have

Business identity

Sub-account name *

Website URL *

First name *

Last name *

Business email *

Phone number *

Business address

Country *

State / province *

Street address *

City *

Postal / ZIP code *

Timezone *

Snapshot

Applied at creation

02

Rebilling & API token

Done by hand in GHL: rebilling on, reselling off and the wallet's auto-recharge, plus a Private Integration Token for this sub-account.

API token

Rebilling, reselling and recharge

On the Rebilling tab, click Enable Rebilling (markups stay at the default 0% if pre-staged).
On the Reselling tab, make sure every toggle is off.
On the Payments tab, set Auto recharge with $25 when balance is lower than $0. GHL starts it at $10, and its API can't change it.

Open in GHL

03

User

Give the client their GHL login. Name, email and phone start from the sub-account's owner.

Create another user

First name *

Last name *

Email *

Phone *

Password *

At least 8 characters.

Role *

User gets the standard sub-account permission preset, assigned data only.

04

Custom values

Edits save themselves; green means saved in GHL. Suggestions you haven't touched aren't written until you edit them or press Save.

Pick a sub-account to begin

05

Photos

One photo feeds the realtor headshot, the sub-account logo and a user's profile photo.

Pick a sub-account to begin

06

Tracker sheet

Copy the onboarding sheet template into the Drive folder for this client.

Create a new tracker sheet

Sheet name *

07

Delivra Sync

Link the client's Meta ad account and Page to their tracker sheet for the daily sync, and grant tagging access on both.

Connect a different ad account or Page

Client name *

The name Delivra Sync lists this client under.

Spreadsheet ID

Meta ad account *

Search by client name; picking fills in the act_ id.

Facebook Page *

The Page the client's ads post as; tagging needs advertiser access on it.

08

A2P registration

GHL's Trust Center wizard, page by page, with this client's values ready to copy. Tick it once it's submitted in GHL.

Registration

Website

Pick this client's registration type

Sole Proprietor for agents without a tax ID; Registered Business for those with one. It's remembered per client.

Where is your business registered? *

U.S.

Canada

Other

Does your business have a tax ID? *

Yes, my business has a tax ID

No, my business doesn't have a tax ID

Business name or your full name *

Pick a sub-account

Enter the legal name of your organisation, or your full name if registering as an individual. Sole Prop: owner's legal full name — must match government ID exactly.

Business industry *

Phone number *

CA —

Enter a US or Canadian mobile number for OTP verification. VoIP and LeadConnector numbers aren't accepted. One number can be used for up to 3 Sole Proprietor brand registrations as per limits set by the carriers.

Country *

Select the country where your business is located.

State/Province/Region *

—

Enter the state, province, or region as it appears on your filed tax documents.

Street address *

—

Use the registered street address of your business, not a P.O. box or virtual address.

City *

—

Enter the city as it appears on your filed tax documents.

Postal/ZIP code *

—

ZIP codes must be 5 digits or more.

First name *

—

Last name *

—

Email *

—

Private emails domains are not eligible for sole prop brand registration. Make sure you are using a public domain email (e.g., Gmail (NOT Gsuite), Hotmail, Yahoo, etc). Avoid using the same email for more than 5 brands.

Phone number *

CA —

Enter an active phone number we can reach you at.

Job position *

Business title *

Owner

Single-number registration

3,000

segments / day

$24.50

one-time fee

$2.20

monthly fee

Only 1 number permitted
Best for sole proprietors and operators without a tax id

Important notice:

Only 1 number can be linked to this registration. Your default number will be linked automatically once approved — you can change it later.

Website URL *

—

Opt-in form URL *

—

Business website compliance checklist *

Verify each on the website, then check all boxes in GHL.

My business website is live, publicly accessible, and error-free.

My website clearly displays my business name and contact details (address, email, phone).

Any DBA or alternate business names used are clearly disclosed on the site (if applicable).

I have provided my business website URL and the opt-in form URL.

My opt-in method is clearly shown (e.g., website form, QR code, paper form).

My opt-in flow includes all required disclosures (message purpose, frequency, STOP/HELP, consent language).

My Privacy Policy is published and accessible from the opt-in flow.

My Terms of Service are published and accessible from the website.

My website does not reference purchased, rented, or affiliate lead lists.

How do contacts opt in to messages? *

Customers visit the contact form at [WEBSITE]/site/contact-me and submit a home valuation inquiry. The form contains two independent, unchecked SMS consent checkboxes — one for transactional messages (inquiry confirmations, appointment coordination, follow-ups) and one for marketing messages (market updates, new listing alerts, home valuation offers). Consent language for each checkbox identifies the sender ([BUSINESS NAME]), describes message types, states that message frequency varies, notes that message and data rates may apply, and includes STOP and HELP instructions. The transactional checkbox also discloses that no mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Privacy Policy and Terms of Service links are visible on the form. Consent is not a condition of any purchase or service. Contacts who do not check either box do not receive any SMS messages.

Opt-in message *

You're now subscribed to SMS updates from [Agent Full Name]. Message frequency varies and message and data rates may apply. Reply HELP for help or STOP to unsubscribe.

Use case description *

[LEGAL BUSINESS NAME] sends both transactional and promotional SMS messages to individuals who submit a home value estimate request through the contact form at [WEBSITE]/site/contact-me. Transactional messages confirm the lead's submission, validate property details, and coordinate appointment scheduling for the home evaluation. Promotional messages include market updates, new listing alerts, and home valuation offers relevant to the contact's property. Each message type requires separate explicit consent collected through independent unchecked checkboxes on the web form. Marketing consent is not combined with transactional consent, and neither is shared with third parties. Consent to receive SMS messages is not a condition of any purchase or service. Message frequency may vary and message and data rates may apply. All messages include agent identification, reference the requested property where applicable, and provide HELP and STOP instructions. No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.

Promotional / marketing sample message *

Hi John, it's [BUSINESS NAME]. Homes in your area like 123 Main St. have been selling well this month. I was wondering if you would be interested in an updated valuation for your home? Feel free to reply YES for details or STOP to unsubscribe.

Transactional / informational sample message *

Hi John, this is [BUSINESS NAME]. I just got a request online to estimate how much the home at 123 Main St. could be worth. I just wanted to confirm if I'm reaching John? Reply STOP to unsubscribe.

Where is your business registered? *

U.S.

Canada

Other

Does your business have a tax ID? *

Yes, my business has a tax ID

No, my business doesn't have a tax ID

Registered Business pathway: select Yes.

Notice for US or Canadian customers with Tax ID!

US or Canadian customers who have a Tax ID [EIN or BN9] need to register for a Low Volume Standard or Standard brand to send messages to the US.
US or Canadian customers who do not have a tax ID, need to register for the same on Internal Revenue Service for US and CRA's Business Registration Online (BRO) portal for Canada.
All the non US/Canadian customers would need to register for a Low Volume Standard or Standard brand to send messages to the US using their local country Business Registration Number.

Legal Business Name *

Prefilled through Business Profile

These details are important for your A2P Approvals!

LeadConnector will submit this information to The Campaign Registry (TCR) during the registration. Based on this information, TCR will approve or reject the registrations, so please make sure all the details exactly match those in your US EIN listing (or your country Tax ID form). If there are any differences — for example, in the business name, number or address — your application would be rejected. DUNS for USA and CCN for Canada are not accepted for A2P Registration.

Business Type *

Business Registration ID Type *

Business Registration Number *

Prefilled through Business Profile

Business Industry *

Business Email *

Prefilled through Business Profile

Website URL *

Prefilled through Business Profile

Business Region of Operations *

Africa

Asia / Pacific

Europe

Latin America

USA & Canada

Tick USA & Canada only — registered in Canada, sending to US/Canadian numbers.

Country *

Select the country where your business is located.

State/Province/Region *

—

Enter the state, province, or region as it appears on your filed tax documents.

Street address *

—

Use the registered street address of your business, not a P.O. box or virtual address.

City *

—

Enter the city as it appears on your filed tax documents.

Postal/ZIP code *

—

ZIP codes must be 5 digits or more.

First name *

—

Last name *

—

Email *

—

Avoid using the same email for more than 5 brands.

Phone number *

CA —

Enter an active phone number we can reach you at.

Job position *

Business title *

Owner

Low Volume Standard Recommended

EIN required for registration
More than 1 Phone Number permitted
Up to 6,000 segments per day

High Volume Standard

EIN required for registration
More than 1 Phone Number permitted
Up to 600,000 segments per day

I acknowledge: Brand and Campaign registration one time $24.49875 will be charged [Additional $3 for Fast Track program is included which helps in getting campaign approved in 3 working days]. Campaign Fee will also be charged in case of campaign failures and resubmissions. Additional campaign fee up to $11.025 per month will apply in accordance with TCR rules for both failed and approved campaigns.