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 generating leads for your painting business, I need a few things from your end. This checklist covers everything — from photos to Facebook access to getting your CRM set up. 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.

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

Cabinet Refinishing

Before-and-after photos of cabinet refinishing jobs (this converts incredibly well in ads)
Short video walkthrough of a cabinet job if you have one — even a phone clip works

Branding

Any logos, 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. Cabinet refinishing before-and-afters are especially powerful, so prioritize those if you have them.

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 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, or cabinet refinishing?
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's the average price for a cabinet refinishing job? (Same reason)
What are your business hours? (Mon–Fri? Weekends?)

CRM Setup — GoHighLevel

We're setting up a CRM to automatically capture every lead that comes in from your ads, 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. We just need your info to set it up correctly so no lead falls through the cracks.