Echelon Media — Onboarding Checklist

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Check off each item as you complete it.

Welcome aboard. Before we can launch your ads and start sending you leads, I need a few things from your end. This checklist covers everything — photos, Facebook access, your landing page details, and getting your CRM set up so no lead falls through the cracks. Go through it before our first call so we can skip the back-and-forth and get straight to work.

Photo & Video Assets — Google Drive Upload

I've shared a Google Drive folder with you. Upload everything below before our call — this is the fuel for your ads and your landing page.

Open Google Drive Folder →

Exterior & Interior Painting

Before-and-after photos of completed exterior paint jobs
Before-and-after photos of completed interior paint jobs
Job site photos — crew working, equipment in use, active projects

Branding

Your logo (high-resolution PNG, transparent background if possible)
Any other branding files or graphics you already have

Aim for at least 10–15 photos total. No blurry or dark shots — clear, well-lit photos perform best in ads and on your landing page.

Meta (Facebook) Ads Access

I need access to run ads on your behalf. Follow the steps below based on your situation.

If you already have a Facebook Business account

Log into business.facebook.com
Go to Business Settings → People → Add People
Add my email as Admin: Copied! neneruezga@gmail.com
Send me a confirmation once access is granted

If you don't have a Facebook Business account

Let me know before our call — we'll set it up together
Have a payment card ready for ad billing

Offer & Business Info

Your ads and landing page are built around an offer that makes people want to reach out. Come to the call prepared with answers to these — the more specific, the better.

Do you have a current promotion or offer? (e.g., free estimate, seasonal discount, free color consultation)
Which service do you want to prioritize first — exterior, interior, commercial, etc.?
Which cities or areas do you serve? (Helps us geo-target your ads accurately)
What does a typical paint job pay you? (Stays between us — needed so ads stay profitable)
What are your business hours? (Mon–Fri? Weekends?)
Are you licensed and/or insured? (Big trust signal — we'll feature it if so)

Landing Page Details

Your ads will send traffic to a custom landing page built for Prestigious Painting. I need a few details to get it built and live on your domain.

Confirm your business name exactly as you want it shown on the page
Do you have your own domain (e.g., prestigiouspainting.com), or should we set up a subdomain on echelonmedia.agency?
If you have your own domain, send over login access (or DNS access) so we can point it to the new page
Send 3–5 of your best Google reviews (screenshots or copy/paste) — social proof converts visitors into leads
Any brand colors you want used? (If not, we'll match your logo)
Confirm the form fields you want to capture (name, phone, email, service needed, zip code, etc.)

Why this matters: A dedicated landing page lets us speak directly to your offer, show your real work, and build trust before someone fills out a form — which means higher-quality leads than a generic form.

CRM Setup — GoHighLevel

We're setting up a CRM from scratch to automatically capture every lead that comes in from your landing page, follow up with them, and notify you. I need a few details from you to get your account built out.

Your full legal business name (as it appears on invoices or your license)
The email address you want used for your CRM account
Your main business phone number (the one you answer most)
Do you want leads to notify you via text, email, or both? (Pick your preference)
How fast can you realistically follow up with a new lead? (Be honest — automations will be built around this)

Why this matters: Speed-to-lead is everything in home services. The CRM sends an automatic text to every new lead within seconds of them submitting the form on your landing page. We just need your info to set it up correctly so no lead falls through the cracks.