You're a few steps from live leads.
Six short steps, total client time under an hour. Most of the work is on our side. Go in order, do the few things we ask, and we handle the rest. Nothing here needs a call.
Start here
If this is your first visit, open Step 1. Each step has one short video and a small action on your side. If you get stuck on any step, check the FAQ or the troubleshooting page before emailing us. Most answers live on this site.
The six steps
Welcome to your CRM
What you're looking at, where everything lives, and the two things we need from you to get going.
Give us access to your Meta Business Suite
One partner-access grant. Reversible. No password share. This is the step that unlocks your ad launch.
Connect your calendar & video calls
Your calendar, your video-call tool, and the phone app that tells you a lead came in. Until this is done, bookings arrive with no joining link and nobody gets alerted.
Make your emails land in inboxes
On Microsoft or Google this is one approval and takes a minute. If not, we set up a sending domain with your web partner instead.
Connect Facebook & Instagram
Link your Facebook Page and Instagram to your CRM so leads and DMs land in your pipeline automatically. Three clicks, reversible anytime.
Pipeline walkthrough, then go live
Tour of how leads flow through the system. Then we push a real test lead through end to end so you see it work, and switch the ads on.
Frequently asked questions
The answers we've already given other clients, organised by step. Search before emailing, it's almost always faster.
What to expect in your first 30 days
The realistic timeline of leads, learning, and adjustments after you go live. Read this before you start worrying about week 1 numbers.
Your first 90 days, by the numbers
What good looks like at 30, 60, and 90 days. When to push, when to be patient, and the milestones that say the system is working.
How to record your VSL
Setup, framing, and what each frame should look like, with example screens. The founder video that warms leads before they ever speak to you. We write the script and edit it; you just talk.
WhatsApp Business
Route customer WhatsApp chats into your CRM thread. Genuinely useful, but not needed to launch, so do it once leads are flowing rather than before.
How long this takes
Realistic timeline
Day 1: Step 1, then reply with your mobile, the exact email address leads should hear from, and grant Meta access in Step 2.
Day 2: Step 3. Connect your calendar, your video-call tool, and install the app. About four minutes.
Day 2: Step 4. If you are on Microsoft or Google, connect your mailbox and this step is finished the same day. If not, we start the sending-domain route with your web partner in the background.
Day 3: Step 5. Connect Facebook and Instagram, three clicks.
Day 4: Step 6. We run a test lead and a test booking end to end so you see it work before any real lead does. Then you are live.
Clients who take Option A in Step 4 are usually live inside a week. The ones who wait on a web partner are the ones who slip, which is exactly why Option A exists.
Anything broken or unclear
Hit reply on the onboarding email and one of us will jump in. Or email Stephen directly with the details: [email protected]