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§8

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.

Timeline

Signature to launch

Signature to launch · 7 days

Illustrative

Day 0

Onboarding and access

  • Agreement signed
  • Onboarding form completed
  • Kickoff call held
  • Platform access granted, verification submitted

Stage 1 of 5

Day 1 to 2

Marketing

  • Creative brief
  • VSL script written by us
  • Ad copy
  • Qualification flow copy

Stage 2 of 5

Day 2 to 3

Tech

  • CRM build
  • Calendar and booking system
  • Producer and state routing
  • Confirmation sequences

Stage 3 of 5

Day 4 to 5

Review and approval

  • Creative and copy submitted for written approval
  • Live test appointment run end to end

Stage 4 of 5

Day 6 to 7

Launch

  • Campaign live once every pre-launch condition is met

Stage 5 of 5

Schedule

The same seven days as a table

StageWhat happensOwner
Day 0 · Onboarding and accessAgreement signed, onboarding form completed, kickoff call held, platform access granted and verification submittedBoth
Day 1 to 2 · MarketingCreative brief, VSL script, ad copy and qualification-flow copy producedPwrd Media
Day 2 to 3 · TechCRM, calendar and booking system, routing and confirmation sequences builtPwrd Media
Day 4 to 5 · Review and approvalCreative and copy submitted for written client approval, live test appointment run end to endBoth
Day 6 to 7 · LaunchCampaign goes live once every pre-launch condition is metPwrd Media

Your side

What we need from your team

  • ✓Onboarding form with licensed states and producer details
  • ✓Business Manager access and verification submitted
  • ✓Attendance at the kickoff Offer and North Star call
  • ✓A recording session for the VSL, or approval of a spokesperson
  • ✓Creative approval inside 48 hours
  • ✓Calendar availability for the volume you want
  • ✓A named person answering booked appointments on time

Total client time across the seven days: roughly 4 to 6 hours.

Speed of response

This is the strongest predictor of whether the system works. A prospect called back in two minutes is not the same prospect as one called back in two days.

Gate

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
  • ✓State-licence routing configured and tested
  • ✓A live test appointment held end to end with a named producer
  • ✓Written creative approval received
  • ✓Reporting dashboard live and shared

After launch

The operating rhythm

CadenceWhat happens
DailyMedia buying, budget pacing, policy and disapproval handling
WeeklyCreative testing, hook rotation, screening adjustments, written reporting
MonthlyRecorded review: cost per appointment, show rate, close rate, spend decision
QuarterlyStrategy session: new angles, product focus, capacity planning
ContactsA dedicated account advisor plus the operators on your account
Next section§9 · Commercial terms→