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After signing a contract, please complete ALL steps below 👇

Onboarding Deliverables

We’re not a Teacher who enjoys handing out homework on the first day, but we need a few things from you to get started!

Meet your Onboarding Team

Questions? Text/call our team at +1 415-301-2430 or email team@contractorscale.com.

Cameron Upton
Founder

IMPORTANT:
ALL STEPS below must be completed BEFORE your onboarding call.

Onboarding Step 1 of 3: Google & SEO Deliverables (4x)

1. Google Account Access
We will create accounts for anything you do not have, or do not have access to.
Grant Google Account Access
2. Google Local Services Ads
You may skip this step if you already have a verified Local Services Ads Account for your business.
Submit Google LSA Onboarding Form
3. YouTube Channel Access

If you do not have a YouTube Channel for your business, we will create one for you. Otherwise, we request Manager access to your Channel. Please provide access to: team@contractorscale.com

How-To Guide: How to provide “Manager” access to your YouTube Channel.
4. Domain Name Access

We need access to your domain name for website migrations, audience-building, retargeting, and/or reporting. Please provide access to: team@contractorscale.com

Unsure who your domain is registered with? — Click here to look up your domain registrar.

How-To Guides:

  • GoDaddy — Invite a delegate to access your GoDaddy account
  • Google Domains — Share your Google Domain with others
  • Squarespace Domains — Inviting a contributor

Onboarding Step 2 of 3: Social Media Deliverables (2x)

1. Meta Account Access
We require access to your Facebook Page and Meta Ads Account.
Grant Access To Meta Assets

How-To Guides:

  1. How to create a Facebook Page for your business.
  2. How to create and link your Business Manager Account to your Facebook Page.
2. Instagram To-Dos
  1. Ensure you have at least 8 posts on your Instagram account.
  2. Your Instagram account must be linked to your Facebook Page.

How-To Guides:

  1. How to create an Instagram account for your business.
  2. How to link your Instagram account to your Facebook Page.

Onboarding Step 3 of 3: General Deliverables (4x)

1. Onboarding Form
Budget 20-30 minutes to complete this form. Your answers will be reviewed during the Onboarding Call. If you serve multiple states/regions and we are managing each independently, please submit this form for each location.
Submit Onboarding Form
2. Payment Information
We DO NOT collect payment until your Onboarding Call.
Submit Payment Information
3. Upload Images & Videos

Upload all digital assets to your shared Google Drive Folder. Please call/text us at +1 415-301-2430 if you have not received access before your onboarding call.

REQUIRED MEDIA ASSETS:
  • 3a. Media
    • REQUIRED: Please provide us with any media you have today.
Example Media Requests
  • 3b. Logo
    • REQUIRED: We request a high-resolution logo of at least 1000px (smallest dimension) or delivered in a vector format.
  • 3c. Headshots
    • This is used to build trust. Please provide smiling headshots of any Team Member who may provide your Prospects with an estimate.
  • 3d. Business Plans, Marketing Materials, or Customer Documentation
    • Printed marketing materials, paperwork, or any other documentation you provide to Prospects/Customers will be reviewed by our Team.
    • Examples: Flyers, door hangers, pre-project checklists, warranty paperwork, etc.
4. Schedule Onboarding Call

We allocate resources for this 2-3 hour call, so please schedule for a day when you will be available to promptly join us on Zoom.

Schedule Onboarding Call
Onboarding Complete 👍

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