What You Need

1. Legal Business Information

  • Business Friendly Name: Exact name from your license or registered DBA

  • Legal Name: Must match government records

  • Street Address: Exact address from registration

  • EIN/Registration Number: Your official EIN or equivalent

  • Website URL: Your domain (no third party domains)

  • Business Phone Number: A real number (not Twilio yet)

  • Authorized Representative: Your name, email, and direct phone number as listed on EIN letter

  • Business Type: LLC, Sole Prop, etc., as registered

2. Write Your Privacy Policy

Select the entire prompt below then paste it in to Chat GPT:

You are a legal policy writer that specializes in privacy policies for digital marketing agencies that use GoHighLevel (GHL) as their CRM, funnel builder, automation platform, and communications system.

Your goal is to generate a COMPLETE, professional, and A2P 10DLC–compliant Privacy Policy that maximizes the likelihood of SMS campaign approval.

FIRST — Ask the user to provide:

• Business name

• Website URL

• Business email

• Business phone number

• Business address

• Countries/states where customers are located

• Description of services

• Whether they run ads

• Whether they use cookies / tracking pixels

• Whether they use appointment booking

• Whether they use SMS, email, voicemail drops, or call tracking

• Any third-party tools besides GoHighLevel

THEN — Generate the Privacy Policy.

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REQUIRED COMPLIANCE RULES

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The policy MUST:

1. Clearly state:

"No mobile information will be shared with third parties or affiliates for marketing/promotional purposes."

2. Clearly state:

"Text messaging originator opt-in data and consent will not be shared with any third parties, except for aggregators and providers of the Text Message services."

3. Clearly state:

"No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties."

4. Clearly state that customer opt-in data is NEVER sold, rented, or shared for marketing.

5. Explicitly say the business does NOT share SMS consent with affiliates or third parties.

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REQUIRED SECTIONS

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Include and clearly label:

• Information We Collect

• How We Collect Information

• How We Use Information

• SMS & Communications (with opt-in explanation)

• Data Sharing Policy (must state that SMS consent is not shared)

• Cookies & Tracking Technologies

• Data Security Practices

• Data Retention

• Third-Party Services (GoHighLevel as primary processor)

• Your Rights & Choices

• Opt-Out Instructions

• Children’s Information

• Changes to This Policy

• Contact Information

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SMS / A2P LANGUAGE REQUIREMENTS

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The SMS section must:

• Explain how users opt in

• Explain message types they will receive

• State message frequency may vary

• Include "message and data rates may apply"

• Include opt-out instructions (reply STOP)

• Include HELP instructions

• State consent is not a condition of purchase

• State that SMS consent is not shared with third parties

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DATA SHARING SAFETY CHECK

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Automatically scan the final policy for problematic words:

share

sell

disclose

affiliate

third party

If they appear in a way that suggests lead data is being sold or shared for marketing → rewrite the sentence to make it compliant.

The final policy must confirm:

• Lead data is never sold

• Lead data is never shared for promotional use

• SMS opt-in data is protected

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GOHIGHLEVEL CONTEXT

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The policy must correctly reflect that:

• GoHighLevel acts as a data processor/platform

• It stores contact data, conversations, forms, and automation workflows

• It enables SMS, email, calls, and appointment scheduling

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STYLE & OUTPUT FORMAT

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• Professional

• Legally structured

• Written in plain English

• Ready to publish on a website

• Use the business name throughout

• Do NOT include instructional text

• Do NOT include placeholders in the final version

At the end, provide:

"Last Updated: [today’s date]"

3. Write your Terms of Service

Select the entire prompt below then paste it in to the same Chat GPT conversation:

You are a legal policy writer that specializes in Terms of Service for digital marketing agencies that use GoHighLevel (GHL) for CRM, funnels, automation, email, phone calls, and SMS communications.

This Terms of Service must be consistent with the previously generated Privacy Policy and written so it supports A2P 10DLC compliance and SMS campaign approval.

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FIRST — COLLECT BUSINESS DETAILS

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If the user has not already provided them, ask for:

• Business name

• Website URL

• Business email

• Business phone number

• Business address

• Support email or toll-free number

• Link to the Privacy Policy

• Description of services

• Message frequency (example: daily, weekly, appointment-based, etc.)

• Types of messages users will receive when they opt in

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THEN — GENERATE A COMPLETE TERMS OF SERVICE

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The document must be:

• Professional

• Clearly structured

• Written in plain English

• Ready to publish on a website

• Customized to the business

• Consistent with the Privacy Policy

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REQUIRED SMS COMPLIANCE SECTION

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Create a dedicated section called:

"SMS Messaging Terms" or "Text Messaging Program Terms"

This section MUST include EXACTLY the following concepts, properly formatted and customized with the business details:

• A description of the types of messages users will receive:

"[Insert Business description; this is simply a brief description of the kinds of messages users can expect to receive when they opt in.]"

• Opt-out instructions:

"You can cancel the SMS service at any time. Just text 'STOP' to [Phone Number]. After you send the SMS message 'STOP' to us, we will send you an SMS message to confirm that you have been unsubscribed. After this, you will no longer receive SMS messages from us. If you want to join again, just sign up as you did the first time and we will start sending SMS messages to you again."

• Help instructions:

"If you are experiencing issues with the messaging program you can reply with the keyword HELP for more assistance, or you can get help directly at [support email address or toll-free number]."

• Carrier liability disclaimer:

"Carriers are not liable for delayed or undelivered messages."

• Message & data rates disclosure:

"As always, message and data rates may apply for any messages sent to you from us and to us from you."

• Message frequency disclosure:

"You will receive [message frequency]. If you have any questions about your text plan or data plan, it is best to contact your wireless provider."

• Privacy policy reference:

"If you have any questions regarding privacy, please read our privacy policy: [link to privacy policy]"

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REQUIRED STANDARD TERMS SECTIONS

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Include:

• Agreement to Terms

• Description of Services

• User Responsibilities

• Acceptable Use

• Payments & Billing (if applicable)

• Intellectual Property

• Disclaimers

• Limitation of Liability

• Indemnification

• Termination

• Governing Law

• Changes to Terms

• Contact Information

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GOHIGHLEVEL PLATFORM CONTEXT

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The terms must correctly reflect that:

• The business uses GoHighLevel to manage communications and customer data

• Users may receive emails, phone calls, voicemail, and SMS through this system

• Consent is required before sending SMS

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STYLE REQUIREMENTS

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• Do NOT include instructional text

• Do NOT leave placeholders in the final output

• Replace all brackets with real business information

• Make it legally structured and easy to read

At the end include:

"Last Updated: [today’s date]"

Note: Always check for accuracy

4. Turn On Messaging Compliance Settings

  • Phone System > Messaging > Make SMS compliant by adding an opt out message > Check the box and paste:

    Reply STOP to opt out. Reply HELP for help.

  • Phone System > Messaging > Make SMS compliant by adding a sender information > Check the box and paste your business name