The whole plan hangs on Day 3. We can't build ads without your photos, offer and ad account access, and we can't send a single text on your behalf until your business is registered with the phone carriers. That takes days and starts the moment we have your EIN letter.
Tick items off as you go. This page remembers your progress on this device. If one item is going to be slow, do the rest and tell us which one is stuck.
Step 1 · Start with these
Do these today or tomorrow. The ones marked “Do first” are the only items that can move your launch date.
- Sign the service agreement Today
The e-sign link is in a separate email from us. Two minutes, no printing or scanning.
- Fill out the intake form Today
Your business details, who gets the leads, your hours, your offer, plus uploads for your logo and EIN letter. About 15 minutes, and it saves as you go.
- Join our Slack channel Today
Look for an invite from Slack after your intake form is in. It's where we post your ads for review and where you can reach us fast once you're live. It's free and runs in a browser, and the phone app is worth installing.
Email works too if you'd rather, but things move faster in Slack.
- Upload your IRS EIN letter Do first
A PDF or a clear phone photo of your CP 575 or 147C letter. There's an upload spot on the intake form.
Carrier registration for business texting compares your business name character for character against the IRS record. “Smith & Sons Inc” vs “Smith and Sons, Inc.” gets rejected and restarts a multi-day review. Send the letter, not your memory of it.
- Give us Meta (Facebook & Instagram) access Do first
About six minutes on a computer:
- Go to Meta Business Settings → Partners.
- Click Add → Give a partner access to your assets.
- Enter our Business ID
1053094644086417. - Share your Facebook Page, Ad account, Instagram account and Pixel / Dataset, each with full control.
We never ask for your password, your billing stays in your name, and you can remove us in one click any time. If you're not an admin on your own business account, find out now. That's the usual holdup.
- Domain records for your landing page Do first
We'll email you the exact records to add for
remodel.yourdomain.com. Your landing and booking pages live there, so people who tap your ad land on your domain, not ours. We'll also send three short email records so follow-up emails come from your domain and land in the inbox, not spam.Forward our email to whoever manages your website, add them yourself, or tell us on the intake form that you'd like us to do it.
These are additive records. They don't touch your current website and can't take it down. We'll never ask for your nameservers.
- Already use GoHighLevel? Make Jesse an admin
Skip this if you don't. Otherwise go to Settings → My Staff → Add Employee, enter jesse@kitchenandbathmarketingcompany.com, and set the role to Admin.
Step 2 · Your ad material
This is what we build the campaign from. Rough is fine; missing is not.
- Before-and-after job photos Highest impact
Aim for 20–30 photos across your best 5–8 jobs. Phone photos are completely fine, and the before shots matter as much as the afters. The contrast is the ad.
Upload them on the intake form, or paste a Google Drive or Dropbox link there. Please don't shrink or compress them.
- Any video you have
Walkthroughs, time-lapses, a happy customer on camera, you talking in a finished kitchen. Unedited clips are useful.
Video files are big, so a Google Drive or Dropbox folder link is best.
- Your logo
Your highest-resolution version, ideally a PNG with a transparent background. A JPG off your website works if that's all you have.
- The offer you want to run
What the ad promises: free in-home design consultation, a dollar or percent amount off, free upgrades, financing. Only offer what you're happy to honor for every lead. Not sure? Say so and we'll bring options to the Day 6 call.
- Your service area, and what you don't want
The cities or ZIP codes you'll drive to, the ones you won't, and any jobs you don't want calls about.
Step 3 · How leads reach you
The ads are half the system. This half decides whether leads turn into jobs. All of it is on the intake form.
- Who gets every new lead
Name, mobile, email and role for each person who should get an instant text and email when a lead comes in, and who owns follow-up.
- Your hours and how you book appointments
Day by day, plus appointment length, how much notice you need, and whether visits are in-home or at your showroom. This sets when texts go out and what times homeowners can book.
- Your calendar
Tell us whether you use Google or Outlook. Booked appointments will drop straight onto it, so you never double-book.
- Your Google review link
From your Google Business Profile, under “Ask for reviews.” We use it in the follow-up after a job closes.
- Privacy policy and terms pages
The links on your website. Don't have them? Tick the box on the intake form and we'll draft them. They're required for text-message compliance.
Step 4 · Budget and review call
- A card on file in your Meta ad account
Ad spend is billed by Meta straight to your card, in your name. It never runs through us. An ad account without a valid card can't launch.
- Confirm your monthly ad budget
The amount we agreed on, in writing on the intake form. The minimum is $2,000/month.
- Book your onboarding call
You can book it right after you submit the intake form. On Day 6 we'll walk through the actual ads, landing page and follow-up messages, and nothing goes live until you say go.
Stuck on anything? Text Jesse at (858) 465-5151 and say which item you hit. Most of these take two minutes on a screen share, and we're happy to do the Meta step with you live.