Client onboarding
Welcome in. Let's get your first dead quote booked.
Five steps take you from signed to live. Do them in order, one thing each. This page remembers where you got to, so you can stop and come back.
Step 2 of 5
Tell us about the shop.
Who you serve, where, what you charge, and what winning looks like in 90 days. This is the brief every ad, message and report gets built from.
Your price list
Main services and what each one costs.
Meta IDs
Business Manager ID and ad account ID.
Photos and logo
Before and afters, logo and brand colours.
Your numbers
Monthly revenue, leads a month, how many you close.
Fill in the onboarding form below. Quick answers beat perfect ones. Unsure of something? Write "ask me on the call".
Step 3 of 5
Record your voice.
Your voice agent calls every enquiry inside 60 seconds. When it sounds like you, customers hear the owner calling them back, not a call centre. One short script, read on your phone, about a minute.
No fan, AC or TV running in the background.
About a hand's length from your mouth.
Like you're on the phone with a customer.
Just pause and keep going. No need to restart.
Record the script below, in your own words where it feels natural. Swap in your name and your business, then hit record.
Step 4 of 5
Hand over the list. It's the fastest money.
People who already paid you, and people who already asked for a price. That list is where the first recovered jobs come from, before a cent of ad spend.
The Customers or Clients list usually has an Export or Download CSV option.
iPhone: icloud.com, Contacts, Export vCard. Android: contacts.google.com, Export.
Screenshots of every chat where someone asked a price and never booked.
Photos work. We type it up.
Send your customer and lead list, then give us access. Both are conditions of the guarantee, and both are below.
Send it the private way
It is your customers' contact details, so use the upload link rather than email or text.
Then give us access
Invite us through each platform's own access settings. You stay the owner, you can remove us any time, and nobody needs your password. Invite:
Google Business Profile
- Search your business on Google while signed in
- Three dot menu, Business Profile settings
- People and access, then Add
- Our address, Manager role
Meta: Facebook and Instagram
- business.facebook.com, then Settings
- Partners, then Add
- "Give a partner access to your assets"
- Our Business ID:
- Share Page, Instagram, ad account and dataset
Google Ads
- Only if you run it or plan to
- Admin, Access and security, plus button
- Our address, Standard access
Website and booking app
- Add our address as an admin or staff user
- No website or software? Say so on the call
Step 5 of 5
Book your kickoff call.
Forty five minutes with the person building your system. We go through your answers, agree the baseline and the ad spend, and lock the plan so nothing gets built twice.
Pick a time below. Bring your legal business name and EIN for the business texting registration, and roughly what the last three months brought in, so the baseline is honest.
What happens next
We build it in this order. On purpose.
Most agencies start with ads. We start with the revenue you already have, so the ads land on a system that catches what they bring in.
Your progress
Your side of the guarantee
Tick these when they are true.
The system books the work. These four decide whether a booking turns into revenue, and each is a condition of the $10,000 in 90 days guarantee.