Hi Amar! Please fill in the fields below and send this form back to us at info@wiseguysagency.com. This information is required to complete your CRM setup and activate SMS messaging. The last section has step-by-step instructions for connecting your Google and Facebook accounts — please complete those as well.
📌 Your Dashboard Access
Once your account is activated, you'll log in to your Wise Guys Agency dashboard here:
You will receive a separate invitation email — click the link in it to set your password before logging in for the first time.
Section 1 — Business Information (A2P SMS Registration)
⚠ Important: Without your EIN we cannot submit the A2P registration — SMS will remain disabled.
Section 2 — Website Access
🔒 Password: Please send your website password securely via email to info@wiseguysagency.com — do not enter it here.
Section 3 — Staff Members
Staff Member 1
Role
Staff Member 2
Role
Staff Member 3
Role
Section 4 — Google & Social Media Integration
4A — Connect Google
1
Log in to your Wise Guys Agency dashboard.
2
Click your profile icon, then go to Settings.
3
From the left sidebar, select Integrations.
4
Find the Google card and click Connect.
5
Sign in with the Google account tied to your business.
6
Grant all requested permissions (Business Profile, Analytics, Ads).
7
Confirm the connection turns green / "Connected".
4B — Connect Google Calendar (from your profile)
Note: This step must be completed by you — it cannot be done on your behalf.
1
Go to Calendars in the left sidebar.
2
Click the Connections tab at the top.
3
Click + Add New.
4
Click Connect next to Google Calendar.
5
Sign in with your Google account and accept all permissions.
4C — Connect Facebook & Instagram
1
Go to Settings → Integrations.
2
Find the Facebook card and click Connect.
3
Log in to Facebook and select the Pages you want to connect.
4
Make sure your Instagram Business account is linked to your Facebook Page.
5
Grant all messaging and content permissions.