You're a few steps from live leads.
Five short steps, total client time under sixty minutes. Most of the work is on our side. Watch the videos in order, do the two things we ask, and we'll handle the rest.
Start here
If this is your first visit, open Step 1. Each step has one short video and a small action on your side. If you get stuck on any step, check the FAQ or the troubleshooting page before emailing us. Most answers live on this site.
The five steps
Welcome to your CRM
What you're looking at, where everything lives, and the two things we need from you to get going.
Give us access to your Meta Business Suite
One partner-access grant. Reversible. No password share. This is the step that unlocks your ad launch.
Connect WhatsApp Business
Walk through the WhatsApp purchase inside your CRM, then approve a connection request on your phone. Every customer chat lands in your CRM thread.
Sending domain setup
We talk to your web partner directly. You sit back and watch the green tick land.
Pipeline walkthrough, then go live
Tour of how leads flow through the system, calendar connect, and notification preferences. Leads start coming in.
Frequently asked questions
The answers we've already given other clients, organised by step. Search before emailing — it's almost always faster.
How long this takes
Realistic timeline
Day 1: You watch Step 1, reply with your mobile + alert email, watch Step 2 and grant Meta access.
Day 2: You watch Step 3, click the WhatsApp setup link.
Day 3: We finish your sending domain setup in the background. You don't do anything. Green tick lands.
Day 4: You watch Step 5, connect your calendar, set alert preferences.
Day 5: First leads start flowing.
Anything broken or unclear
Hit reply on the onboarding email and one of us will jump in. Or email Stephen directly with the details: stephen@thegrowthbully.com