Free Growth Strategy Call For Contractors

Promotive Onboarding Page

Welcome To Promotive

You just took a major step toward building a more predictable, organized, and scalable business. We’re excited to help strengthen the systems behind your growth so you can stop losing opportunities and move forward with more clarity, confidence, and control. This page will walk you through exactly what happens next.

Complete Your Onboarding

Book Your Free Growth Audit

Why Contractors Choose Promotive

Grant Access

Securely connect the accounts, platforms, and tools we need to begin building your growth systems.

Connect Accounts

Complete Forms

Fill out your onboarding questionnaire so we fully understand your business, goals, services, and priorities.

Complete Forms

Upload Images

Upload your logos, project photos, team photos, videos, and brand assets so we can build stronger trust and better marketing around your business.

Upload Images

Onboarding Call

Meet with our team to review your goals, priorities, systems, and next steps moving forward.

Book Your Call

Step 1: Grant Access

Domain Name Access

We need access to your domain name for website migrations, audience-building, retargeting, and/or reporting. Please provide access to: contact@promotivellc.com

‍Unsure who your domain is registered with? — Click here to lookup

How-To Guides:
‍GoDaddy — Invite a delegate to access your GoDaddy account
Squarespace Domains — Inviting a contributor

YouTube Channel Access

Provide Manager access to contact@promotivellc.com

How-To Guides:
How to create a YouTube Channel
How to provide “Manager” access to your YouTube Channel

Google Account Access

This is helpful for pulling historical local market data.

Grant Access To Google Assets

Google Local Services Ads

IMPORTANT: Skip this step if you already have a verified Google Local Services Ads account.

Submit Google LSA Onboarding Form

Meta Account Access

We require access to your Facebook Page and Meta Ads Account.

Grant Access To Meta Assets

How-To Guides:
How to create a Facebook Page for your business.
How to create and link your Business Manager Account to your Facebook Page.

Instagram To-Dos

1. Ensure you have at least 8 posts on your Instagram account.
2. Link your Instagram account to your Facebook Page.
3. Add organic posts to your profile at least once a week.

How-To Guides:
How to create an Instagram account for your business.
How to link your Instagram account to your Facebook Page.

Step 2: Onboarding Form

Submit Onboarding Form

Please set aside about 20–30 minutes to complete this onboarding form thoroughly. Your responses will help guide strategy, priorities, and discussion during your onboarding call. If your business operates in multiple markets or locations that will be managed separately, please complete a separate form for each one.

Submit Onboarding Form

Step 3: Upload Images

Upload Images & Videos

Upload all images and videos to your shared Google Drive Folder. Please call/text (815) 706-3955 if you have not received access before your onboarding call.

Images/Videos
REQUIRED: Please provide us with any media you have today.

Logo
REQUIRED: We request a high-resolution logo of at least 1000px (smallest dimension) or delivered in a vector format.

Headshots
This is used to build trust. Please provide smiling headshots of any Team Member who may provide your Prospects with an estimate.

Business Plans, Marketing Materials, or Customer Documentation
Any printed marketing materials, paperwork, or customer-facing documents you currently use may be reviewed by our team to help strengthen trust, branding, and customer experience consistency across your business. Examples may include flyers, door hangers, estimate sheets, warranty paperwork, pre-project checklists, brochures, or other customer materials.

Step 4: Schedule Onboarding Call

IMPORTANT: We reserve dedicated time and resources for your onboarding call, so please choose a time when you can fully attend and be present on Google Meet.To help us make the most of the call, all onboarding items above must be completed at least 24 hours beforehand.

This allows our team to properly review your business, prepare your strategy, and build the strongest possible gameplan moving forward.

Schedule Onboarding Call

Implement Success Standards

These standards are designed to help create stronger communication, better follow-up, healthier systems, and more predictable long-term growth. The clients who usually get the best results stay engaged, stay accountable, and consistently work alongside our team to improve the business over time.

Review Success Standards

Schedule Onboarding Call