Everything other clients have asked us.

A shared team line works as long as someone actually checks it inside the first hour. The point of the alert is speed-to-lead, not which device it lands on. If you have a sales rep who answers faster than you do, route it to them.

Yes. Send me the primary mobile plus up to two backup mobiles and the two or three email addresses. We route to the primary first and CC the backups so nothing slips if the primary is in a meeting.

Book a time on the onboarding call link and we will walk through it together. Email is faster for most clients because you can paste the details in two minutes. The call is there if you prefer it.

Same day if you can. The CRM build cannot start until we have those two fields. Every day we wait is a day we cannot send you a qualified lead.

Because the moment a lead submits the form, the clock starts. We have a 60-minute window before reply rates collapse. The mobile and email are how we tell you a lead exists in time for you to actually call them.

No. Page access lets us post. Ad Account access lets us spend money on your behalf. We need both, but Page access alone will block the launch. Follow the steps above on the Ad Account specifically.

570563043895208. Save it somewhere. You'll need it for the Pixel, WhatsApp Account, and any other asset you assign to us.

Create one at business.facebook.com. It takes about five minutes. Use your company name, your work email, and your real business address. Once it exists, add your ad account into it, then run the partner-add steps above.

Yes, any time, in two clicks. Business Settings, Partners, find us, Remove. The access is yours to control, not ours.

Because every other system, WhatsApp, the Pixel, the lead forms, the catalog, plugs into the Business Manager. Until we are a partner on it, we cannot ship any of them.

WhatsApp Business, never the regular app. Download it from the App Store or Google Play. The two cannot run on the same number at the same time, which is why we recommend a dedicated business number for this.

Once a number is on WhatsApp Business, you lose it on regular WhatsApp. Most people don't want their personal chats living next to client leads. Buy or assign a dedicated business number before you start this step.

Go to business.facebook.com, Settings, Accounts, WhatsApp Accounts. Click Add, then Add a WhatsApp Account. Select the business number, enter it when prompted, and verify with the 6-digit code WhatsApp sends you. Once verified, it shows up under your Business Manager.

WhatsApp Business API messaging is a paid utility billed directly through HighLevel. The in-CRM purchase sets up the metered billing so we can send template messages, auto-replies, and lead-nurture sequences from your number. Without it we can build the WhatsApp flows but not send anything. No separate Stripe checkout, no extra invoice from us, everything flows through your CRM's billing.

That means the number is registered somewhere else already, usually on regular WhatsApp or on another Business Manager. Send us a screenshot of the error and we will help unhook it. Do not factory-reset anything until we look.

Yes. You need to be Admin on the Meta Business Manager AND on the WhatsApp Business account. If you are not, the connection will fail silently. Check both before you try.

Make sure it's the right one. The dedicated business number, not a personal number. If it's correct, go to WhatsApp Accounts, select the account, Add People, paste in our team email, and assign Full Control.

Wherever your domain lives. GoDaddy, Namecheap, Cloudflare, Squarespace, or your IT team's panel. Add a CNAME record. Name/Host: go. Value: the target we provide. TTL: Automatic or 3600.

Up to 24 to 48 hours, usually under two. Send us a quick note once you've added it and we will start checking. We won't push anything live on the domain until propagation is confirmed.

They are three DNS records that tell Gmail and Outlook our emails are legitimate. Without them your alert emails land in spam, you miss leads, and we lose money on ads. They are not optional. We give you the exact records to paste in.

We do, as long as you give a technical person on your team access to the DNS panel and CC us on the request. If you'd rather hand off the login, that works too. Either way, we drive it. You approve it.

It's a single mailbox like leads@yourdomain.com that forwards into the CRM. It keeps replies looking like they came from your domain, not ours. Easiest way is to set up forwarding to the GHL inbox address we send you. Alternatively, connect via SMTP/IMAP in GHL under Settings, Email Services.

We host your funnel and landing pages on go.yourdomain.com so we don't touch your main website. If anything ever breaks on the marketing side, your homepage and the rest of your site stay untouched.

Calendar connected so leads can book themselves in, alert routing firing to your mobile and email, ads switched on, and a 30-minute walkthrough where we show you the pipeline and how to use it daily. That is the moment your DMP is live.

We walk you through it. One scheduled session, screen-share, every button explained, what to do when a lead lands, where to log the outcome of a call, how to move them through the pipeline. You leave the call able to run it.

SMS to the mobile you gave us in Step 1, plus an email copy to the alert address, plus the lead appears in the CRM under "New Lead." Three channels, no excuse to miss one.

You will get leads. Some will be good, some will be tire-kickers, all of them need to be called inside 60 minutes. The first day always feels chaotic. Day three or four it settles into a rhythm.

Yes, any time, from your side or ours. Send a message and we pause the ads inside an hour. Don't pause without telling us though, because the nurture and follow-up sequences keep running on existing leads regardless.

Tell us. Specifically. "This one wasn't qualified because X." The ads optimise on quality signal as much as quantity signal. Two or three pieces of feedback on the first batch and we can sharpen the targeting fast.

Five stages. New Lead (just came in, hasn't been contacted). Booked & Qualified (you've spoken to them and they fit). Decision Maker Call Held (the real sales call happened). Proposal Sent (they have an offer in front of them). Won or Lost (the deal closed either way). Move cards left-to-right as the lead progresses.

Industry data, our own data, every dataset shows the same thing. Contact a lead in under 5 minutes and your conversion is roughly 8x higher than at 60 minutes. After 60 minutes you are dealing with a different person entirely. That's why we route alerts to your phone, not just your inbox.

Our team handles the build, the ads, the creative, the automations, and the reporting. I review and send everything that hits a client inbox. You always know who you're talking to.

You keep your ad account, your Pixel, your WhatsApp number, your domain, and all your historic data. We remove ourselves as partner, hand over any GHL exports you want, and that is it. No hostage situations.

It can. Most clients have something half-built, a Mailchimp here, a Calendly there. We consolidate it into one system you can actually run from one screen. We won't rip out anything that's working until the replacement is live and tested.

Typically 7 to 14 days from the day Step 2 (Business Manager) is done. Ads need 3 to 5 days to exit the learning phase, and we usually spend the first week tightening creative based on the first cost-per-lead data.

Call back twice in the next 90 minutes. If still nothing, drop a WhatsApp ("Hi, returning your enquiry from earlier") and an email. The CRM has a "missed contact" sequence that fires automatically, but human follow-up always beats it.

Drag the card from one column to the next, or open the contact and change the stage from the dropdown. Always add a quick note (one sentence) on why you moved it. Future-you will thank present-you.

Mark them as Lost with the reason. We use those reasons to retarget the ads. "Too small" and "wrong location" and "no budget" each tell us different things about what to adjust.

End of week one we send a short summary. Cost per lead, qualified rate, what we're testing next. Full monthly review at the 30-day mark. You don't have to ask for these. They come automatically.

Send it through. We will tell you whether it fits the current retainer, whether it's a paid add-on, or whether it's a "let's revisit in 30 days" item. We don't quietly absorb new scope into the existing build.

Check the alert email filter rules first. New senders sometimes land in Promotions or Other. If filters are clean and you still don't see them, send us a screenshot of the lead list and we will trace the alert chain.

Yes. Send us the name, email, and role (Admin, User, or View-Only) and we add them inside a day. Each gets their own login and their own task list inside the pipeline.