QWS Orientation

Step 6: Set Up Your Business Phone Number

Add your business phone number so you can call, text, and automate client communication inside Quiet Wealth Society — without using your personal phone.

System Explanation

Your Quiet Wealth Society phone system gives you a full business line right inside your account — no extra apps or subscriptions needed.
This allows you to make and receive calls, send texts, and trigger automations directly from your CRM. You can even layer in AI voice agents and chatbots later to handle conversations for you.

You can choose to purchase one or two numbers:

Local Number — great for personal-feeling, one-to-one text conversations. These require stricter approval for SMS marketing (called A2P registration).
Toll-Free Number — ideal for broader text campaigns or support lines. Registration is still required but typically faster and less restrictive.

Both options integrate seamlessly with your automations, letting you run your sales, support, and marketing conversations from one system — not your cell phone.

Where to Find Things

From the left sidebar, select Settings
Scroll to Phone Numbers
Click Add Number
To verify ownership, follow the email verification link sent to your inbox
Once completed, return to Settings → Phone Numbers to confirm your numbers appear

Your Action Steps

Go to Settings → Phone Numbers
Click Add Phone Number
Choose Local or Toll-Free (or both)
For Local Numbers:
- Filter by area code (e.g., your city or region)
- Make sure the number supports SMS, MMS, and Voice
- Click Buy to purchase
For Toll-Free Numbers:
- Select Toll-Free
- Choose an available number and click Buy
Follow the verification steps:
- Upload your driver’s license or state ID when prompted
- Choose to complete verification on another device if needed
Check your email for a verification link to continue setup
Once verified, your numbers will appear inside your account under Phone Numbers
These will later be registered for SMS marketing in the A2P Registration lesson