Agree on the plan
We confirm goals, what is included, which ad platform, fees, terms, and who does what.
Getting started
A good start makes everything after it better.
One checklist. Clear responsibilities. Everyone agrees on what “ready to launch” means.
Share access
Use the checklist below to invite us to the required accounts. No passwords, ever.
Build and test
We set up tracking, lead routing, and follow-up, get your ad creatives approved, and test everything.
Launch and review
We do a final check together, launch, and set up your dashboard and monthly review.
What we will ask for
Everything in the right place.
Each platform has a way to invite a team member with limited access. That is what we use. Never send passwords or customer records through this website.
- Ad accounts (Google Ads, Meta Business Manager)
- Website access and who owns your domain
- Google Analytics and any tracking already installed
- CRM and pipeline, calendar, and lead routing ownership
- Email and text tools, and your existing permission records
- Logo, approved offers, and examples of ads you like
- Goals, how much work you can take on, and who approves things
When the clock starts. Setup starts once we have the access, files, and approvals we need. If those are delayed on your side, the launch date and any guarantee window move with them.
You get the exact checklist for your accounts during onboarding, with a walkthrough for each one. Growth Partner includes a live dashboard, a monthly summary, and a strategy call. Scale adds two calls a month.
Your access checklist
See what we will need from you.
This checklist stays on this page. It does not connect any accounts or save passwords. It just helps you find the account owners before we start.
Your checklist
Tick an item once the access is actually granted. We double-check everything on our side before we set your start date.
Website and domain
Find out who manages your website and who owns your domain name. Invite us as a named user with only the permissions we agree on. Ownership and billing stay with you.
Google Analytics
Whoever manages your Google Analytics can add our team member to the right property. We will confirm which property and which role before you send the invitation.
How to do this (official help page) ↗CRM, pipeline, and booking
Ask the account owner to invite our named contact. We will confirm together who owns pipeline stages, lead routing, and the calendar, and which test records we can use. Please do not upload customer records here.
Facebook and Instagram ads (Meta)
The admin of your Meta Business portfolio confirms the Page, Instagram account, ad account, and pixel we need. Use the partner access we give you during onboarding, with only the permissions the work needs.
How to do this (official help page) ↗Google Ads
Open “Access and security” in your Google Ads account. The admin invites the email we give you, or approves our manager account link, with only the access the work needs.
How to do this (official help page) ↗Shopify or your online store
Review the collaborator request from our partner account and confirm the store permissions it asks for. Use your store’s user settings. Never share the owner login.
How to do this (official help page) ↗Email and text messaging
Invite our team member in your email or texting platform. We will confirm the sending domain, the sender name, and your existing permission records with you. Please do not paste contact lists into this website.
Timeline
Access first. Then build in order.
Foundation is a 90-day setup project. The exact schedule depends on what is included and how quickly we get access. These are the phases, not fixed dates.
- Before day one
Confirm the plan, the account owners, access, files, and approvals. We check that everything is in place.
- Take stock
Review your tracking, how customers move from inquiry to sale, and the priorities we agreed on.
- Build and test
Connect the systems, set up workflows, prepare campaigns where included, and test every form, call, and handoff.
- Launch and hand off
Sign off together, launch, walk your team through how it works, and start the monthly reporting.
Let’s find your next move
Your next stage starts with a clearer plan.
Find the gaps, see the priorities, and decide what deserves your attention first. The Growth Plan takes a few minutes and requires no email.