A few quick steps from you, and we take it from there.
We’ve built your account and most of the heavy lifting is ours. The steps below are the handful that need you — work straight down the list, in order.
Do the ones that apply, top to bottom. Tap a circle to check it off — your progress is saved on this device.
Add your card under Settings › Billing › Payments. This is what lets us file your texting verification and provision your phone number. Heads-up: you’ll see a few small charges totaling about $30 — these cover your verification, your number, and one-time setup.
▲ Settings › Billing › PaymentsSend us your exact legal business name + EIN, just as they appear on your IRS letter. Once your billing’s on file, we initiate the carrier verification for you — it takes a few business days to approve, and a name/EIN mismatch is the #1 cause of delays, so a quick double-check is worth it.
▲ Reply to us with your legal name + EINSo we can run your campaigns and pull your leads in, send us your Meta Business portfolio ID and the email on your personal/admin Facebook account (your portfolio ID is in Meta Business Settings › Business Info). We’ll send a partner access request in Meta Business Manager, just approve it when it lands. Then add a payment method to your Meta account so your ad spend is ready.
▲ business.facebook.com › Settings › Business Info + BillingSo we can keep your listing current, post to it, and route review requests — this is what moves you up in local search. Simplest route: add us as a manager (we’ll send the email to add), or connect Google in-account.
▲ Settings › Integrations › GoogleThis powers your booking campaigns — so customers can book you and we never double-book over your real commitments. Go to Settings › Calendars › Connections, click Add new, and connect your Google or Outlook calendar — then make sure it shows under Connected calendars. Tell us your working hours and we’ll set the booking rules.
▲ Settings › Calendars › Connections › Add newSend a quick note once you’ve finished the steps that apply. We’ll confirm everything connected cleanly and start building your engine.
▲ Reply: “all set”Tip: download the LeadConnector app to manage your leads and conversations from your phone.