G2 Lofts & Extensions

Send intro message with onboarding form link and Loom video for ad account access

Client has added agency to their Meta Business Manager (ID: 370169868434526)

Create client folder with Content, Master Document, and standard subfolders

Create sub-account, add phone/email, set up automations, calendar, and custom values

Auto-created via API (Snapshot: May 2026 Garden Rooms)

Create account, connect to GHL, set up General + Post-booking strategies, connect calendar

Create and customise funnel with client branding and offer, connect to GHL

Create Meta dataset, connect to Zapier + Perspective, set up standard events and test

Write ad copy for campaigns and send to client for approval

Write scripts for video ad content

Run copy testing campaigns to identify best-performing ad copy

Test headline variations to find the strongest performers

Test hook variations to determine the best-performing video hooks

Paste the client location PIT (Private Integration Token) from GoHighLevel — this pulls their leads and appointments into the dashboard

Complete the 8-item funnel quality checklist before marking the funnel live. Check each item: master template used, headline under 10 words, no Submit/Send on CTA, 4 fields max, 2+ testimonials, 3+ portfolio images, mobile preview done, funnel URL mapped in dashboard.