Onboarding, the first 7 days
Seven days from signature to live. The one variable outside our control is Meta's business verification of your account.
Signature to launch
Onboarding and access
Agreement signed, onboarding form completed, kickoff call held, Meta and CRM access granted, business verification submitted.
Marketing
Creative brief, ad copy, video scripts and the funnel copy produced, written to your states and your lender set.
Tech
CRM build, calendars and officer routing, the funnel, tracking, A2P registration and the follow up sequences.
Review and approval
Creative, funnel, consent language and AI templates submitted for written approval. A live test enquiry run end to end into your CRM.
Launch
Campaign goes live once every pre launch condition below is true on the same day.
What we need from your team
- Onboarding form with licensed states, NMLS numbers and officer details
- Business Manager access, with verification submitted
- Attendance at the kickoff call
- A recording session for the video, or approval of a spokesperson
- Creative and compliance approval inside 48 hours
- Calendar availability for the volume you asked for
- A named person answering booked calls on time
Total client time across the seven days: roughly four to six hours.
Pre launch conditions
Nothing goes live until all of these are true on the same day.
- First invoice cleared
- Business Manager access and verification complete
- Consent language live and matched to your state footprint
- A2P 10DLC registration approved for your brand
- State licence routing configured and tested
- A live test enquiry delivered end to end into your CRM, with the alert landing on a named person
- Written creative and compliance approval received
- Reporting portal live and shared with your team
The operating rhythm
| Cadence | What happens |
|---|---|
| Daily | Media buying, budget pacing, policy and disapproval handling, delivery checks on every enquiry |
| Weekly | Creative testing and rotation, screen adjustments, a written report into your Slack channel |
| Monthly | Recorded review: cost per enquiry, qualified rate, booked, funded, and the spend decision |
| Quarterly | Strategy session: new angles, product focus and capacity planning against your officer count |