The bits you can do yourself
Short walkthroughs for the parts of your setup that only you can do, written so you can get through them in one sitting without booking a call. Each one shows you exactly where to click and why it matters. Your progress saves in this browser as you tick steps off.
What are we doing for you?
Pick one and the list shrinks to your guides. Work down the first group in order, the rest is for later.
Before we start
Do these once, in this order. They give us the access we need to build anything.
Set up Meta Business Suite and let us in
Business details, page, Instagram, ad account and card, then the two permissions that let us run your ads and post for you.
Connect Facebook and set up your account
Link your page so leads flow in, with a drawn picture of every screen, then fill in your business details and add the people who answer enquiries. Safari, not Chrome.
Connect your website to Google Analytics
Create the GA4 property, install the tag on your site, and give us admin so we can see which ads turn into enquiries.
Let us into your Google listing
Add us as a manager on your Business Profile so review requests and replies get handled, and grab your own review link.
Let us into your YouTube channel
The Brand Account check, the manager invite, and who holds the phone for the codes.
Once we're live
The bit that's yours every week. Ten minutes to learn, seconds to do.
Work your leads in the app
Get the app on your phone, ring within five minutes, move the card, and tell us what the job was worth.
Review your edits in Frame.io
Comment on the exact second, set the status, and know how the three rounds work so your content comes back faster.
Only if we've sent you here
Fixes for one specific thing. You don't need these unless we've said so.
Connect your Instagram to your ads
For when the ads are showing your Facebook page name instead of your handle. The one tick people miss.
Share your Meta pixel with us
For clients already set up who just need to share the pixel or dataset so we can track what the ads bring in.
Stuck on any of it?
WhatsApp us and say which guide and which step. We'd rather answer one question than have you lose an hour.