Set Up FBS Calling

Key Points:

0:00 – Opening and Topic Introduction
Britoni opens the Mastering Your Tech call and explains that the session will cover the phone number inside FBS.

0:25 – Benefits, Cost, and Considerations
He explains that the call will cover benefits, pricing, and key considerations before purchasing and using a phone number.

0:37 – Make Calls From FBS
The phone number allows coaches to make calls directly from the system or from the mobile app.

1:01 – Dialer Button
The voice calling button appears in the top-right corner of the dashboard.

1:20 – Calling From a Contact Profile
Coaches can look at a client or prospect profile and quickly call them from inside the system.

1:34 – Dialer View
Once enabled, clicking the calling button opens the dialer.

1:45 – Recent Calls and Contacts
The dialer shows recent calls and allows coaches to access contacts in the system.

1:54 – Voicemail and Queue
The phone feature includes voicemail access and a queue for people who need to be called.

2:07 – Call Recording and Transcription
FBS can record and transcribe calls, which is optional.

2:24 – Review Conversations Later
Recordings and transcripts help coaches review calls, remember what was discussed, and improve future conversations.

2:45 – Improve Cold Call Openers
Bretone explains that recordings can help coaches review cold calls and improve openers or responses to common questions.

3:08 – Calls and Text Messages
The phone number allows coaches to make and receive calls, plus send and receive text messages.

3:29 – Bulk Texting
Text messages can also be sent in bulk.

3:40 – Year-Long Text Nurture Campaign
Focused has created a year’s worth of text messages coaches can use as a nurture campaign, with one tip per week.

4:22 – Missed Call Text Back
The missed-call text-back feature automatically texts someone when their call is missed.

4:44 – Keep Missed Leads Warm
This helps keep leads engaged instead of letting them drift away after a missed call.

4:56 – AI Agent Connection
The phone number can be connected to AI agents.

5:13 – AI Receptionist and Support Agent
AI agents can act as a receptionist or support agent, answer questions, book appointments, tell people about services, qualify prospects, and handle after-hours routing.

5:41 – AI Agent Demo
Bretone plays a quick demo of an AI assistant answering questions about the business and offering to book a session.

6:29 – Setup Preview
He explains that this call will focus on setting up the number, with deeper AI agent training coming later.

6:48 – Go to Settings and Phone Numbers
To purchase a number, go to Settings, then Phone Numbers.

7:05 – Add a Phone Number
Click Add Number, then Add a Phone Number.

7:25 – Available Numbers
The system shows available numbers by country and area code.

7:51 – Use a Local Area Code
Focused recommends choosing a number with your local area code.

8:17 – Choose a Memorable Number
Coaches should choose a number that is easy to remember when possible.

8:33 – Number Capabilities
Most numbers include voice calling, texting, and multimedia messaging.

8:48 – Address Requirements
Some countries may require an address to purchase or use a number.

9:00 – Monthly Number Cost
The monthly phone number cost usually ranges from $1 to $3 USD.

9:22 – A2P Verification Cost
There is a one-time $25 A2P verification charge.

9:54 – Usage-Based Cost
Usage costs include making calls, receiving calls, sending texts, and receiving texts.

10:17 – Usage Examples
A thousand minutes of calls costs about $14, and a thousand single-segment texts costs about $8.40.

11:10 – Cost Summary
The total cost includes the monthly number charge, variable usage fees, and the one-time A2P application fee.

11:24 – What A2P Means
A2P stands for application to person and allows an application like FBS to send messages to people’s phones.

12:06 – Business Information Required
The A2P process requires accurate business information that matches tax documentation.

12:45 – Legal Business Details
Required details include legal business name, street address, business type, industry, and registration information.

13:14 – EIN, CCN, and Other Registration Types
For U.S. businesses, the registration type is usually EIN. For Canada, it is usually CCN. Other options are available depending on location.

14:18 – Authorized Representative
The authorized representative information must also be filled in, including job position and phone number.

14:35 – Approval Timeline
The A2P approval process usually takes about a week.

14:59 – Purchase Process Recap
Go to Settings, Phone Numbers, Add Number, filter by area code, choose the number, and purchase it.

15:14 – Identification Process
After purchasing, there is an identification process that can be continued on the phone.

15:40 – Contact Support to Start Approval
After purchasing the number, email support at Focus.com to begin the approval process.

15:52 – Toll-Free Number Option
Toll-free numbers are available, though they are more expensive.

16:08 – Porting Existing Numbers
Some existing numbers may be transferable into the system, but coaches should contact support to check eligibility.

16:52 – Be Ready Before A2P Approval
Bretone reminds coaches to make sure their strategy is clear and that they are familiar with the system before moving forward.

17:14 – Power Dialer Training Reminder
Coaches should review the power dialer training for making calls in sequence.

17:38 – Power Dialer Workflow
The power dialer automatically moves through a call list, lets the coach make notes after each call, and then moves to the next person.

18:08 – Closing
Bretone wraps up and reminds coaches to contact support with questions.

Five Key Takeaways

• The FBS phone number allows coaches to manage calls and texts inside the system.
• Call recording and transcription can help coaches improve sales calls, cold calls, and follow-up conversations.
• The missed-call text-back feature helps prevent leads from going cold when a call is missed.
• AI agents can be connected to the phone number to answer questions, qualify leads, book appointments, and provide after-hours support.
• Coaches must complete A2P approval before using the number for messaging, and the process usually takes about a week.

Notable Quotes

“The phone number is going to be giving you the ability to make calls in the system.”

“You will be able to automatically have the recordings and transcriptions for those calls.”

“You can make and receive calls in the system and also send and receive text messages in the system.”

“We’ve actually created for you a year’s worth of text messages.”

“When somebody calls your phone and you miss that call, then the system will automatically text that person.”

“You can have a receptionist, a support agent.”

“It can tell them about your services. It can qualify them.”

“Our recommendation is usually to get a number that is in your area code.”

“You want to make sure that the business information is as accurate as it is on any tax documentation.”

“Check out our training on the power dialer in the system.”

Action Steps from the Call

1. Decide whether you are ready to use an FBS phone number.
2. Make sure your outreach and follow-up strategy is clear.
3. Go to Settings inside FBS.
4. Click Phone Numbers.
5. Click Add Number.
6. Click Add a Phone Number.
7. Use the filter to search for your local area code.
8. Choose a number that is easy to remember if possible.
9. Confirm the number supports voice, texting, and multimedia messaging.
10. Purchase the number.
11. Complete the identification process.
12. Email support at Focus.com to begin A2P approval.
13. Make sure your legal business name matches your tax documentation.
14. Confirm your business street address is accurate.
15. Select the correct business type.
16. Select the correct business industry.
17. Enter the correct business registration type, such as EIN or CCN.
18. Enter the correct business registration number.
19. Choose your regions of operation.
20. Complete the authorized representative details.
21. Allow about one week for A2P approval.
22. Review the cost structure: monthly number fee, usage costs, and one-time A2P verification.
23. Review the missed-call text-back feature.
24. Review the year-long text nurture campaign.
25. Explore how AI agents can support phone calls and appointment booking.
26. Watch the power dialer training.
27. Use the power dialer to work through call lists more efficiently.

Resources & Tools Mentioned

• Mastering Your Tech
• FBS / Focused Business Suite
• Phone Number
• Voice Calling Button
• Dialer
• Mobile App
• Recent Calls
• Contacts
• Voicemail
• Queue
• Call Recording
• Call Transcription
• Text Messaging
• Bulk Text Messages
• One-Year Text Nurture Campaign
• Missed Call Text Back
• AI Agents
• AI Receptionist
• AI Support Agent
• Appointment Booking
• After-Hours Routing
• Phone Numbers Settings
• Add Number
• Area Code Filter
• Local Phone Number
• Toll-Free Number
• Multimedia Messaging
• A2P Verification
• EIN
• CCN
• Authorized Representative
• Support at Focus.com
• Number Porting
• Power Dialer