Decision-Maker Pipeline™ · Onboarding
You're a few stepsfrom live leads.
Six short steps, in order. Each one starts with a short video, then the clicks, one at a time.
- 6stepsin order, one at a time
- 1hourof your time, in total
- 7daysfrom access to live ads
- 0passwordsyou never share one
The six steps
- Step 1Give us Meta accessYou: one partner grant. No password.
- Step 2Make your emails landYou: reply with two email addresses.
- Step 3Log in to your CRMYou: log in, get the app, reply.
- Step 4Connect your calendarYou: connect your calendar and video calls.
- Step 5Connect Facebook and InstagramYou: three clicks.
- Then 7 daysWe build it allYou: approve one link.
- Step 6Launch dayYou: watch the tour, reply Ready.
After launch
- Your first 30 days
- Your first 90 days
- The 5-minute rule, for whoever calls your leads
Optional, any time
- WhatsApp Business in your CRM
- Meta ad account help: new, restricted or banned
- A founder video. Not needed to launch.
Not on the Decision-Maker Pipeline? Start with access and how we work.
Stuck? Reply STUCK to our email with a screenshot, or email Stephen.