Welcome to iComfort Heating & Air — we're excited to get started!
When someone's AC goes down, they call the company they trust first — and our job is to make sure that's you. Fast service and a name people remember is a story worth telling, and we can't wait to put it in front of your market.
Over the next four weeks, we'll build your entire marketing presence from the ground up: connecting your platforms, setting up your brand the right way, producing your first content from real jobs and real service calls, and getting everything dialed in. This is the groundwork that makes everything run — and we've got it handled.
Your part is light and clear: a few approvals, your logo and brand details, and the items only you can confirm. Everything in gold is handled by our team; everything in blue is the short list we need from you. The checklist below lays out every step — who owns it and when — so nothing is ever a mystery.
Foundation Week is open and ready below — let's dive in. We're glad you're here, and we can't wait to grow iComfort Heating & Air. 🚀
Let's build it, Kevin Castro · 827 Marketing Solutions
Key Milestones
🏗️
Now · Weeks 1–3
Setup Begins
Accounts, assets, templates, creative production, and agent briefing
💳
End of Week 3
Setup Invoice
$3,500 due — 827 Marketing built everything, client reviews and approves before paying
✏️
Week 4
Final Changes & Revisions
Client approves all deliverables — covers, overlays, bios, first content batch
🚀
Setup Complete
Return to Dashboard
Everything is live — click to go to your Campaign Dashboard
Campaign Stages
Week 1
Foundation
June 15–21
Sign contract · grant account access · submit brand assets · all 5 platform accounts created
827 Covers This
Week 2
Build
June 22–28
All 5 platforms connected · cover art, overlays & bios designed · test posts verified
827 Covers This
Week 3
Content & Review
June 29 – July 5
First content batch built · client reviews & approves · setup invoice issued ($3,500)
Posts fire across all 5 platforms · analytics tracking begins · weekly reports · strategy optimized from data
Paid Campaigns Live
Step-by-Step Checklist — Who Does What & When
click to expand▾
⚙
827 Marketing
Kevin Castro + Agent Team
0
/0 done
◆
iComfort Heating & Air
Owner
0
/0 done
Each group below shows what both sides need to do for the same task.
⚙ Gold = 827 Marketing — Kevin Castro + Agent Team◆ Blue = iComfort Heating & Air — OwnerEach group shows what both sides need to do for the same task.
Week 1 · June 15–21Contract & Legal
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⚙ 827 Marketing
A-1Prepare and send social media management agreement to client 📄 View Agreement PDF+ Add Note
DocuSign sent / tracking note
✓ Saved
A-2Add CA license number to all creative templates once confirmed
CA Law
◆ iComfort Heating & Air
B-1Read & review social media management agreement 📄 Read Agreement PDF+ Add Note
Review the agreement PDF above. Final contract will be delivered via DocuSign for your signature.
Required Before Work Starts
Notes / questions on the agreement
✓ Saved
B-2Confirm exact legal business name as registered — not a nickname or DBA+ Add Info
Legal Business Name
✓ Saved
B-3Confirm California home inspector license number is active+ Add Info
CA Law Requirement
CA License Number
✓ Saved
B-4Confirm dedicated business phone number — not personal cell+ Add Info
This number goes on every platform. It cannot be changed easily later.
Business Phone Number
✓ Saved
B-5Provide list of service cities and zip codes — all active markets+ Add Info
Service Cities & Zip Codes
✓ Saved
B-6Signed photo releases for any homeowner properties in photos or video+ Add Note
Legal Requirement
Release status / notes
✓ Saved
Week 1 · June 15–21Account Access — Kevin Needs These to Start
▾
⚙ 827 Marketing
A-3Collect and securely store all logins — Facebook, Instagram, TikTok, LinkedIn, Google
A-4Enable 2FA on all accounts — store backup codes securely
Critical
◆ iComfort Heating & Air
C-1Provide Google account login — the one that will own the Google Business Profile+ Add Info
Must be the correct account. Transferring GBP ownership later takes 7–14 days.
Critical — GBP clock starts here
Google Account Email
✓ Saved
C-2Provide personal Facebook account access — Meta Business Manager goes under this+ Add Info
Must be your personal account — not 827's. You own the page. 827 Marketing is added as a partner.
Critical
Facebook Email / Profile URL
✓ Saved
C-3Provide Instagram login credentials+ Add Info
Instagram Handle / Email
✓ Saved
C-4Provide TikTok email for business account creation+ Add Info
TikTok Email Address
✓ Saved
C-5Confirm personal LinkedIn profile exists and shows current company+ Add Info
LinkedIn requires a personal profile at least 7 days old to create a Company Page.
7-day wait if new profile
LinkedIn Profile URL
✓ Saved
Week 1 · June 15–21Brand Assets — Kevin Can't Build Without These
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⚙ 827 Marketing
1AReceive and organize all brand assets from client
1BPrep logo in all required formats — PNG, transparent, sized for each platform
◆ iComfort Heating & Air
C1-ALogo file — PNG with transparent background, high resolution+ Add Info
File location / Google Drive link
✓ Saved
C1-BBrand colors — hex codes from existing materials+ Add Info
Brand Hex Codes
✓ Saved
C1-CHeadshots — inspector(s) on the job, phone photo is fine+ Add Info
File location / link
✓ Saved
C1-DJob site footage — photos and short video clips from real inspections+ Add Info
Attic, crawlspace, electrical, exterior walk, inspector at work. More variety = better content.
Where footage was sent / link
✓ Saved
C1-EExisting Google or Yelp review screenshots — great for social proof content+ Add Info
Review link or screenshot location
✓ Saved
Week 1 · June 15–21Facebook & Meta Setup
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⚙ 827 Marketing
1CCreate Facebook Business Page — fill every field, set category to "Home Inspector"
1DSet up Meta Business Manager under client's personal Facebook account
Under client's account — not 827's
1ESet up Meta Ads Manager — billing info, business verification
Meta may flag new accounts — allow extra time
1FInstall Meta Pixel on client website — must be live 30 days before ads
Install NOW. The 30-day warm-up starts the moment it's installed.
Critical — do this day one
1GConvert Instagram to Professional/Business account — link to Facebook Page in that order
Order matters
◆ iComfort Heating & Air
C-6Add payment method to Meta Ads Manager — required before any ads can run+ Add Note
Payment method added / confirmation
✓ Saved
C-7Provide website admin access so Kevin can install the Meta Pixel+ Add Info
Website platform & login method
✓ Saved
C-8Confirm Privacy Policy and Terms of Service pages are live on your website+ Add Info
Meta requires these before approving any ad account. No Privacy Policy = no ads.
Meta Requirement
Privacy Policy URL
✓ Saved
Week 1 · June 15–21TikTok, LinkedIn & Platform Security
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⚙ 827 Marketing
1HCreate TikTok Business Account — Business, not Creator (required for scheduling)
1ICreate LinkedIn Company Page — verify client's personal profile is 7+ days old first
7-day wait if new profile
1JSecure brand username on YouTube and X/Twitter to prevent squatting
◆ iComfort Heating & Air
No client action needed for this group — Kevin handles all setup once access is provided.
Week 1 · June 15–21Google Business Profile — Start This Immediately
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⚙ 827 Marketing
1KSet up GBP as a service-area business — hide address, set service zip codes
Home inspection businesses don't have a public storefront. Must be configured as service-area only.
2FBuild branded overlay templates — every content track, every platform size
2GWrite profile bios for all 5 platforms — each different, each keyword-optimized
2HSet Facebook "Book Now" CTA button with correct phone number
2IPopulate LinkedIn Specialties with keyword-rich terms
2JUpload minimum 5 real job-site photos to GBP — inspector face in at least one
◆ iComfort Heating & Air
Assets submitted in Week 1 are what Kevin uses here. No additional action needed this week unless revisions are requested.
Week 3 · June 29 – July 5Content Production — First Posts Built
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⚙ 827 Marketing
3AWrite brand strategy document — content pillars, hooks, tone of voice, CTAs
3BBuild first 2-week content batch from client footage — all tracks, all platforms
3CPre-populate Instagram grid with 9–12 posts before account goes public
Must be done before IG goes live
3DWrite and pin Facebook "How It Works" post — goes live before launch
3EBrief publishing agent — all posts scheduled and ready in Zernio
3FSet up analytics tracking across all 5 platforms
◆ iComfort Heating & Air
Footage submitted in Week 1 is being used this week. If you have additional photos or video clips, send them now so they can be included in the first batch.
Week 3 · End of JuneClient Review & Approvals — Both Sides Must Complete
▾
⚙ 827 Marketing
3GSend all deliverables to client for review — cover art, overlays, bios, first content batch
3HMake any revision requests from client before invoicing
INV-1Send $3,500 setup invoice once client approves all deliverables+ Add Note
Invoice Trigger
Invoice sent date / confirmation
✓ Saved
INV-2Send Month 1 retainer invoice — $2,000 due before first post fires+ Add Note
