Client Onboarding

Welcome To Promotive
Here Is What Is Next

Five steps below, in order. Most owners finish them in about an hour. Tick each one off as you go.

Start Step One Stuck? Call (815) 477-8101

0 of 5 steps done

Tap A Step To Open It

Your Onboarding Steps

Grant Access To Your Accounts

Send access to contact@promotivellc.com on each platform below. Guides are linked wherever the steps are not obvious.

Domain Name

Needed for website migration, audience building, retargeting, and reporting. Not sure who your registrar is? Look it up first.

Look Up My Registrar

How To Guides

GoDaddy: invite a delegate to your account › Squarespace Domains: inviting a contributor ›

Google Account

This lets us pull historical local market data for your area.

Grant Access To Google Assets

Google Local Services Ads

Skip this if you already have a verified Local Services Ads account.

Submit Google LSA Form

Facebook And Meta

We need access to your Facebook Page and your 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 ›

Instagram

Three things on your end before we can run anything through Instagram.

At least 8 posts on the account

Account linked to your Facebook Page

Posting organically at least once a week

How To Guides

How to create an Instagram account for your business › How to link Instagram to your Facebook Page ›

YouTube Channel

Provide Manager access to contact@promotivellc.com.

How To Guides

How to create a YouTube channel › How to provide Manager access to your channel ›

Complete Your Onboarding Form

Set aside real time and go through it thoroughly. Your answers guide the strategy, the priorities, and the conversation on your onboarding call.

Submit The Form

Operating in multiple markets that will be managed separately? Fill out a separate form for each one.

Submit Onboarding Form

Upload Your Images And Videos

Everything goes into the Google Drive folder shared with you directly. Open it from your invite email.

Images And Videos, Required

Job sites, finished work, crews working, before and after shots. Whatever you have today.

Your Logo, Required

High resolution, at least 1000px on the smallest dimension, or a vector file.

Headshots, Recommended

Smiling headshots of anyone who gives estimates. This builds trust before the visit.

Customer Facing Documents, Recommended

Flyers, door hangers, estimate sheets, warranty paperwork, checklists, brochures. Anything you hand people helps us keep branding consistent.

No Drive invite yet? Call or text (815) 706-3955 and we will resend it.

Book Your Onboarding Call

We reserve dedicated time and resources for this call, so pick a slot where you can be fully present on Google Meet.

Pick Your Time

Steps 1 through 3 need to be finished at least 24 hours before the call. That gives our team time to review your business and build the strongest gameplan possible.

Book The Call

Nothing open that works? Call or text (815) 477-8101 and we will find a time.

Read The Success Standards

These create stronger communication, better follow up, healthier systems, and more predictable growth.

Before The Call

The clients who get the best results stay engaged and keep improving the business alongside our team. Takes about five minutes to read.

Review Success Standards

5 Reasons Contractors Stay

What You Get Working With Us

No Long Term Contracts

You stay because the work is producing, not because a contract says you have to.

Market Exclusivity

We do not take on your direct competitor in your service area while we work with you.

One Connected System

Marketing, CRM, and automation together instead of four vendors pointing at each other.

Real Communication

Straight answers, including when the answer is that something is not working.

Live Reporting

Calls, estimates, and sold jobs by source, available whenever you want to look.

Stuck On Any Step

Call Us Before You Give Up On It

None of this is worth an hour of frustration. If a login will not cooperate or a form will not submit, get us on the phone.

Call Or Text

(815) 477-8101

Drive Folder Help

(815) 706-3955

Email And Access

contact@promotivellc.com

Ready To Get Started?

Work through the five steps above. Most owners finish in about an hour, and we take it from there.

Back To Step One

Welcome To PromotiveHere Is What Is Next

Your Onboarding Steps

What You Get Working With Us

Call Us Before You Give Up On It

Welcome To Promotive
Here Is What Is Next