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ROOTLINE
Process

From audit to live, in two weeks.

Every engagement follows the same arc. The audit is free, and the strategy call, proposal, and agreement all come before anything starts. Once you sign, the two-week build clock begins: access, the kickoff workshop, then campaigns live by week two. After that the only standing artifact is a five-minute memo every Monday.

Pick your engagement

Same arc, different ingredients. Toggle to see the timeline for your model.

  1. Stage 01
    Day 0

    Free lead-gen audit

    Written teardown of your current lead engine: ad accounts, landing pages, calendar setup, intake flow, conversion tracking. You get the document whether or not we ever sign. No call required to receive it.

    ArtifactAudit document (PDF) + 30-minute strategy call
  2. Stage 02
    The decision

    Proposal + agreement

    If the audit and strategy call land, we send a written proposal with your exact fee per qualified appointment. One short closing call to walk it through. You sign when the terms are right, never on a call. The two-week build clock below starts the day the agreement is signed.

    ArtifactWritten proposal (one fee, no range) + signed agreement
  3. Stage 03
    Day 1 – 2

    Access + verification

    Once the agreement is signed: operator-level access on Meta and Google. Conversion tracking verified end-to-end. GHL workspace stood up. Existing campaigns paused so the qualified-appointment baseline is clean.

    ArtifactAccess checklist signed off, conversion tracking health report
  4. Stage 04
    Day 3

    Offer + service-area workshop

    Sixty minutes on Zoom. Service area, hero service, qualified-lead criteria, intake questions, calendar sync, hard nos. Recap document goes out the same day; it locks the qualified-appointment definition for the first 60 days.

    ArtifactWorkshop recap: locked criteria, locked service area
  5. Stage 05
    Day 4 – 14

    Landing page + campaigns live

    We build the landing page, wire it to your calendar through GHL, and configure the pipeline. First campaigns are live by day fourteen. Every appointment flows through the same tracked path from click to confirmation.

    Landing page + pipeline
    1. Day 5Landing page drafted, calendar sync wired
    2. Day 8GHL pipeline + intake questions live
    3. Day 12End-to-end test bookings verified
    Lead-gen ads
    1. Day 7Creative + targeting briefs in your inbox
    2. Day 10Your service-area details locked in
    3. Day 14Campaigns live and spending
    ArtifactLanding page + ads live by day 14
  6. Stage 06
    Ongoing

    Optimize

    Three cadences, layered. Weekly is where the campaign work happens. Monthly is where qualified appointments get reconciled. Quarterly is where we step back together.

    Weekly01
    • Kill what's tired, scale what's working
    • Rebalance spend across the campaigns we built
    • Refresh creative against the test cycle
    • Conversion tracking + pipeline health check
    • Five-minute Monday memo to you
    Monthly02
    • Reconciliation off the shared GHL pipeline
    • Invoice on qualified appointments only
    • Disputed appointments reviewed in a 7-day window
    Quarterly03
    • Full creative + offer review
    • Service area and tier review together
    • Decide if anything changes in the next 90 days
    ArtifactWeekly campaign optimization · Monday memo · Monthly invoice · Quarterly review
What we hold ourselves to

Three things we get right on every engagement.

We answer fast.

Audit started within 4 hours of an application. Audit delivered within 48 business hours. Performance agreement turned around within 2 hours of a verbal yes. Speed wins at every stage.

You own everything.

Ad accounts, pixels, CAPI, store or pipeline, creative assets, all yours. We operate at Manage / Operator level. Revoke access in two clicks if you ever need to.

The numbers are honest.

Invoices pull from the same reports you can see in your own dashboards. Campaign-attributed revenue for Shopify brands, qualified appointments for service businesses. Nothing reconstructed, nothing inflated.

Free, no obligation

Tell us about your business.
We’ll tell you what we’d run.

A 30-minute strategy call. By the end, you’ll know what we’d run, how the pricing works, and what to expect in the first 60 days.

Book a strategy call