Setting You Up for Success

Welcome to Promotive Marketing: Your Onboarding Guide

Updated: January 1st, 2025
For All Promotive Marketing Clients

We Need Some Info From You!

We’re not the Teacher who enjoys handing out homework on the first day, but we need a few things from you to get started!

Questions? Text/call our team at 815-477-8101 or email contact@promotivcellc.com

IMPORTANT:

The checklist below is relevant to ALL Marketing Programs, and must be completed BEFORE your onboarding call.

Onboarding Step 1 of 3: Google (3x)

1a. Google Account Access

We will create accounts for anything you do not have, or do not have access to.

Grant Google Account Access

1b. Google Local Services Ads

You may skip this step if you already have a verified Local Services Ads Account for your business.

Submit Google LSA Onboarding Form

1c. 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 look up your domain registrar.

Grant Access to WordPress Website

How to Guides:

– GoDaddy — Invite a delegate to access your GoDaddy account
– Squarespace Domains — Inviting a contributor
– WP Engine — User Portal Account

Onboarding Step 2 of 3: Social Media (2x)

*Only required if we are doing one of the following: Social Media Marketing, Facebook Ads, or Retargeting Ads*

2a. Meta Account Access

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

Grant Access to META ASsets

How to Guides:

1. How to create a Facebook Page for your business.
2. How to create and link your Business Manager Account to your Facebook Page.

2b. Instagram To-Dos

1. Ensure you have at least 8 posts on your Instagram account.
2. Your Instagram account must be linked to your Facebook Page.

How to Guides:

1. How to create an Instagram account for your business.
2. How to link your Instagram account to your Facebook Page.

Onboarding Step 3 of 3: General (4x)

3a. Onboarding Form

Plan 20-30 minutes to complete this form. Your answers will be reviewed during the Onboarding Call. If you serve multiple states/regions and we are managing each independently, please submit this form for each location.

Submit Onboarding Form

3b. Upload Images & Videos

Upload all digital assets to your shared Google Drive Folder. Please call/text 815-477-8101 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
- Printed marketing materials, paperwork, or any other documentation you provide to Prospects/Customers will be reviewed by our Team.
- Examples: Flyers, door hangers, pre-project checklists, warranty paperwork, etc.

3c. Implement Monthly Non-Negotiables

Your success is dependent on your participation in this PARTNERSHIP! For best results, please incorporate our monthly non-negotiables into your team’s SOPs and daily routines.

Monthly Non-Negotiables

3d. Schedule Onboarding Call

IMPORTANT: We allocate resources for this 2-hour call, so only schedule for a day when you are committed and available to promptly join us on Google Meet.

Book Your Call