This is your onboarding hub, laid out in the order things actually happen: grant access first, then see how a lead flows in, gets worked, quoted, and paid. Watch them in order, follow the checklists, and you'll be fully set up.
Step-by-step instructions for adding ZScaledIt as a partner on your Meta Business Manager so we can build, launch, and manage your Facebook & Instagram campaigns.
The same process for Google Ads — adding ZScaledIt as a manager on your account so we can run and optimize your search campaigns.
Once your accounts are connected and ads are live, this is where leads actually land. A tour of your pipeline view — where every contact and opportunity lives, what each stage means, and how to spot where a lead is stuck.
This is how every lead in your pipeline gets worked, from first contact to paid invoice. Automation keeps things moving — but a few steps always need a real phone call.
One call that rings once and gets ignored is a wasted attempt — most phones silence unknown numbers automatically. The fix:
Every "call attempt" below means a Double Dial, not a single ring-and-hope.
Run a Double Dial the same day the lead comes in. No answer? Don't wait until tomorrow — run a second Double Dial later that day, at a different time. If either connects, stop and go straight to the quote.
Once you've got them on the phone, quote the job on the call if you can. Don't make them wait on a follow-up number.
If a deposit isn't in by the date you agreed on, you call them — don't let an automated text be the only thing chasing the money.
A verbal "yeah that's fine" isn't approval. Get it in writing — text, email, or a signed form — before work starts.
The remaining balance is due before the customer takes the finished work. No exceptions, no "I'll pay you next week."
Ask while the experience is still fresh — that's when a review request actually gets a response.
A walkthrough of working a lead the right way — putting the Follow-Up SOP and Double Dial method into practice on a real call, so you can see exactly how it's supposed to look.
Once a lead is contacted and quoted, this is what happens behind the scenes — how the estimate gets sent, and how the invoice goes out the moment a job is marked complete. No manual paperwork on your end.
The last link in the chain — how your CRM connects to your payment processor so payments sync straight to your pipeline automatically once the invoice goes out. No double entry, no chasing down whether a job got paid.
Here's exactly how we communicate, report, and make decisions on your account — so there are no surprises.
Expect a response within 24 business hours (Mon–Fri) for general questions. Anything urgent — a paused account, a disabled ad — gets same-day priority.
You'll get a performance update every week covering spend, cost per lead, and ROAS. Your pipeline and CRM are visible to you anytime — no need to wait on a report to see what's happening.
After any change to your campaigns — new creative, a budget shift, a new audience — we let it run a minimum of 72 hours before judging it. The algorithm needs time to learn; reacting too early leads to bad decisions.
Once a campaign holds target ROAS and CTR for 7+ straight days, we scale budget in small steps — 15–20% at a time. Never a big jump that resets performance and spikes your cost per lead.
Expect new ad creative regularly, not just when something is underperforming. Rising costs per click usually mean the algorithm needs more variety, not a different audience.
Fast turnaround on access requests, honest feedback on lead quality, and a heads-up on anything that changes your business — pricing, new services, a slow season.
If a video doesn't cover your exact situation, or an access request isn't going through, just reach out — don't sit stuck on it.
Re-watch the relevant video above first — most access issues are a missed step in Business Manager or Google Ads permissions. If it's still not working, email us with a screenshot of where you're stuck.
Usually this means a contact or job status wasn't updated in the CRM. Check the Pipeline Overview video, then flag it to us if the status looks correct but nothing fired.
Give it at least 72 hours after launch or any change before expecting clear signal — see "The 72-Hour Rule" above. Most accounts need 1–2 weeks of data before we make any scaling decisions.