Getting Started — Roof Replacement Inc × 827 Marketing

Campaign Stages

Weeks 1–4

Setup

Jun 29 – Jul 26

827 Covers This

Week 5

Campaign Live

Jul 27

Monthly Billing Starts

Week 6

First Analytics

Early Aug

What's Working

Weeks 7–12

8-Week Ramp

Aug – Oct

Optimize & Scale

Month 3

Ad Spend Begins

Sep 21

Paid Campaigns Live

Key Milestones

🏗️

Week 1 · Jun 29

Setup Begins

Accounts, assets, templates, and agent briefing

💳

End of Week 4 · Jul 20–26

Setup Invoice

$3,500 due — setup complete, first content batch ready

🚀

Week 5 · Jul 27

First Post Goes Live

All 4 platforms active. Monthly billing starts here.

📊

Week 6 · Early Aug

First Analytics Report

What's working, what isn't, what we're changing

When

What Triggers It

What It Covers

Monthly Service

Ad Budget

End of Week 4
Jul 20–26

Setup complete — invoice sent

One-time setup fee — all accounts claimed/built, templates designed, agents briefed, first content batch ready. 827 Marketing builds everything before this invoice.

$3,500 one-time

—

Month 1
Jul 27 · first post fires

Campaign goes live

First posts go live across all 4 platforms. Organic-only while we learn what works. Monthly billing starts here.

$3,000/mo

—

Month 2
Aug 24

Start of Month 2

Posting cadence increases. First analytics inform strategy heading into peak roofing season.

$3,500/mo

—

Month 3
Sep 21 · Ads Live

Ad campaigns launch

Paid advertising launches behind proven content — timed to land in your Aug–Oct busy season. Ad management included in retainer.

$4,000/mo

$1,000–$1,500/mo · client sets this

Month 4
Oct 19

Start of Month 4

Full cadence dialed in. Ad campaigns optimized from accumulated performance data.

$4,500/mo

$1,000–$1,500/mo

Month 5
Nov 16

Start of Month 5

Full cadence and active ad campaigns. Strategy refined from what's converting.

$5,000/mo

$1,000–$1,500/mo

Month 6+
Dec 14 · steady

Full service

Reaches the full rate and holds flat through Month 12 — content, ads, and weekly reporting at full strength.

$5,500/mo

$1,000–$1,500/mo

Total at steady state

Everything combined once ads are running — retainer + ad budget. Year 1 ≈ $62,000 excl. ad budget.

$5,500

+ $1,000–$1,500 ad budget= ~$6,500–$7,000/mo total

Checklists

⚙️

827 Marketing

What We're Doing · Kevin Castro + Agent Team

0 / 33 done

Week 1 · Jun 29–Jul 5 Account Access & Setup ▾

1AClaim & optimize the official Facebook Business Page — fill every field, correct category, brand photo

⚠ A duplicate "bear logo" page exists online — confirm the correct official page first; do NOT build on the wrong one.

Confirm correct page

1BConfirm Meta Business Manager under Adolfo's personal Facebook — add 827 Marketing as partner

Must be under the client's account — not 827's. Agency added as partner after.

Critical

1CSet up Meta Ads Manager — payment method, billing info, business verification

Meta may flag new accounts and request ID verification. Allow extra time.

May Cause Delay

1DInstall Meta Pixel on roofreplacementca.com — must be live ~30 days before ads (Month 3)

Install NOW, not at ad launch. The 30-day warm-up is non-negotiable; ads begin Month 3.

Critical

1EConfirm Instagram @roofreplacementca is a Professional/Business account — linked to the Facebook Page

Order matters

1FClaim & optimize the YouTube channel (@roofreplacementinc2423) for Shorts — branding, About, links

1GGet manager access to the Google Business Profile (Van Nuys) — already active/posting; optimize it

Ownership/access transfer can take 5–7 days. Start day one.

Access transfer wait

1HSecure/lock brand usernames where missing to prevent squatting

1IEnable two-factor authentication on all accounts — store backup codes securely

Week 2 · Jul 6–12 Creative Design & Zernio Setup ▾

2AConnect all 4 platforms to Zernio — Facebook, Instagram, Google Business, YouTube

2BSend test post on every platform — verify formatting, images, and captions display correctly

2CBuild Facebook cover art — custom branded, correct dimensions

2DBuild Instagram profile image, Google Business cover photo, and YouTube channel art

2EBuild branded overlay templates — every content track × every platform size

2FWrite profile bios for all 4 platforms — each keyword-optimized (roofing, service area)

2GSet Facebook "Call Now" / "Get Quote" CTA button with the correct public phone number

⚠ Three numbers exist (owner 213-808-4178 · POC 818-264-1955 · site 213-364-3979) — confirm which is public.

Confirm public phone

2HPopulate Google Business Services — roof replacement, repair, gutters, fascia, siding

Affects local search ranking

2IConfirm Privacy Policy and Terms of Service are live on roofreplacementca.com

Required by Meta before any ads can run. Blocks ad campaigns if missing.

Legal / Meta Requirement

2JConfirm CA contractor license #1063655, BBB A+, and Owens Corning certification are current and consistent across platforms

Legal Requirement

Week 3 · Jul 13–19 Agent Briefing & First Content Batch ▾

3AComplete CLIENT-TRUTH.md — pillars, content hooks, tone of voice, banned words, CTAs

3BBrief Mary — write smoke-test content brief (Week 1 of campaign)

3CBrief Cameron — build first content batch from real roof job footage, all 4 platforms

3DPre-populate Instagram grid with 9–12 posts before account goes public

Before IG goes live

3EUpload 5+ real roof job-site photos to Google Business — crew/face visible in at least one

3FWrite and pin a Facebook intro post — goes live before public launch

3GBrief Parker — log all account IDs, fire times, platform rules in Zernio

3HBrief Eli — analytics tracking set up for all 4 platforms

End of Week 4 Setup Invoice Sent — $3,500 ▾

INV-1Send setup invoice to Hillary Rodrigues — $3,500 due within 7 days (net-7 terms)

Invoice Trigger

INV-2Send Month 1 retainer invoice — $3,000 due before first post fires (Jul 27)

Invoice Trigger

Week 4 · Jul 20–26 Final Checks — Launch Ready ▾

4AFinal QA — all posts reviewed, composites correct, captions approved

4BAll 4 platforms scheduled in Zernio — fire times confirmed

4CClient approvals received — cover art, overlays, bios all signed off

4DPayment confirmed received before Jul 27 launch

Gate — posts don't fire until paid

📋

Roof Replacement Inc

What We Need From You · Adolfo Ramos (Owner) · Hillary Rodrigues (Manager)

0 / 21 done

Before Week 1 Contract & Access ▾

B-1Sign social media management agreement

Covers account ownership, content ownership, and what happens if the relationship ends.

Required Before Work Starts

B-2Provide the Google account that owns the Google Business Profile (Van Nuys)

Must be the correct Google account — transferring ownership later takes 7–14 days.

Critical

B-3Confirm exact legal business name as registered (Roof Replacement Inc)

B-4Confirm CA contractor license #1063655 and Owens Corning certification are active and current

Compliance Requirement

B-5Confirm the ONE public business phone number to use on every platform

⚠ Three numbers are floating around (213-808-4178 · 818-264-1955 · 213-364-3979). Pick the single public number — it must stay the same across Facebook, Instagram, Google Business, YouTube, and your website.

Pick one public number

B-6Confirm service cities and zip codes (Greater LA + SF Valley — 38 cities)

Weeks 1–2 Brand Assets & Creative Materials ▾

C1-ALogo file — PNG with transparent background, high resolution

⚠ The bear/purple logo found online is NOT yours — please confirm the real logo file.

Confirm real logo

C1-BBrand colors — hex codes (the exact color values from your existing materials)

C1-CHeadshots — owner or crew on the job; a clean phone photo is fine

C1-DRoof job-site footage — before/after photos and short video clips from real work

These are the foundation of all content. Before/after roofs perform best — the more variety the better.

C1-ESigned photo release for any customer property or individuals appearing in photos or video

Written consent protects both you and the homeowner.

Legal Requirement

C1-FReview screenshots you're proud of (Google 5★/228, BBB A+) — great for social-proof content

Week 3 Review & Approvals ▾

C3-AApprove Facebook cover art, Instagram profile, Google Business photos, and YouTube art

C3-BApprove branded overlay templates — the design that appears on all posts

C3-CApprove profile bios for all 4 platforms

C3-DReview and approve first content batch — first 2 weeks of posts

C3-EPay $3,500 setup invoice — due within 7 days of receiving

Payment Due · End of Week 4

C3-FPay Month 1 retainer — $3,000 — before first post fires (Jul 27)

Payment Due · Week 4

Ongoing · Campaign Live Your Role Once Campaign is Live ▾

O-1Send fresh roof job-site photos and video clips weekly or bi-weekly

You don't need to be a photographer. Phone footage from real jobs is perfect.

O-2Review the weekly analytics report — takes 5 minutes, tells you exactly what's working

O-3Pay monthly invoices on the 1st of each month — posted in advance of the work period

Monthly Billing