We're thrilled you're here 🎉
Welcome to Faith Haven Christian Academy, Ramona Kim — we're excited to get started!
What excites us about Faith Haven is that you've already earned the hardest thing a school can win — families who genuinely love your teachers — and built it on a faith-centered, Abeka-grounded education that shapes the whole child; our job is simply to help more Cleveland families discover what yours already know.
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 assets specific to this client — photos, video, testimonials], 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 Faith Haven Christian Academy. 🚀
Let's build it,
Kevin Castro · 827 Marketing Solutions
Kevin Castro · 827 Marketing Solutions
✍️
Onboarding comes right after Discovery. Once you've finished your Discovery questions, Mary & Kevin put together everything you need to get set up — your full onboarding plan lands right here. Have a look below at what's coming.
Onboarding checklist — coming soon
📋 Your step-by-step onboarding checklist opens once we've finished Discovery together. The welcome note above covers where we're at — we'll unlock this section when it's time.
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)
827 Covers This
🔬 Smoke Tests Begin
Week 4
Payment Gate
July 6–12
Pay $3,500 setup + $2,000 Month 1 retainer · payment clears · posts scheduled · ready to launch
Payment Due
🔬 Smoke Tests End
Week 5
Campaign Starts
July 13+
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
◆
Faith Haven Christian Academy
Ramona Kim
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 = Faith Haven Christian Academy — Ramona Kim
Each group shows what both sides need to do for the same task.
Week 1 · June 15–21
Contract & Legal
▾
⚙ 827 Marketing
DocuSign sent / tracking note
✓ Saved
A-2Add CA license number to all creative templates once confirmed
CA Law◆ Faith Haven Christian Academy
Review the agreement PDF above. Final contract will be delivered via DocuSign for your signature.
Required Before Work StartsNotes / 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 RequirementCA 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 RequirementRelease status / notes
✓ Saved
Week 1 · June 15–21
Account 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◆ Faith Haven Christian Academy
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 hereGoogle 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.
CriticalFacebook 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 profileLinkedIn Profile URL
✓ Saved
Week 1 · June 15–21
Brand Assets — Kevin Can't Build Without These
▾
⚙ 827 Marketing
1AReceive and organize all brand assets from client
1BPrep logo in all required formats — PNG, transparent, sized for each platform
◆ Faith Haven Christian Academy
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 15–21
Facebook & Meta Setup
▾
⚙ 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's1ESet up Meta Ads Manager — billing info, business verification
Meta may flag new accounts — allow extra time1FInstall 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 one1GConvert Instagram to Professional/Business account — link to Facebook Page in that order
Order matters◆ Faith Haven Christian Academy
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 RequirementPrivacy Policy URL
✓ Saved
Week 1 · June 15–21
TikTok, LinkedIn & Platform Security
▾
⚙ 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 profile1JSecure brand username on YouTube and X/Twitter to prevent squatting
◆ Faith Haven Christian Academy
No client action needed for this group — Kevin handles all setup once access is provided.
Week 1 · June 15–21
Google Business Profile — Start This Immediately
▾
⚙ 827 Marketing
1KSet up GBP as a service-area business — hide address, set service zip codes
Service-area businesses without a public storefront must be configured as service-area only.
Postcard verification up to 14 days1LPopulate GBP Services section — Pre-Purchase, Pre-Listing, New Construction, 4-Point, Wind Mitigation
Affects local search ranking◆ Faith Haven Christian Academy
C-9Watch for Google verification postcard in the mail — 5 to 14 days+ Add Code
Kevin starts the process. Google mails a postcard with a code to your business address. You give Kevin the code, GBP goes live.
Up to 14-day waitGoogle Verification Code (from postcard)
✓ Saved
Week 2 · June 22–28
Zernio Setup — Connecting All 5 Platforms
▾
⚙ 827 Marketing
2AConnect all 5 platforms to Zernio — Facebook, Instagram, TikTok, LinkedIn, GBP
2BSend test post on every platform — verify formatting and captions display correctly
2CLog all account IDs and posting schedule in system
◆ Faith Haven Christian Academy
No client action needed — Kevin handles all connections once access is provided.
Week 2 · June 22–28
Creative Design — Covers, Overlays & Bios
▾
⚙ 827 Marketing
2DBuild Facebook cover art — custom branded, correct dimensions
2EBuild Instagram profile image, LinkedIn banner, GBP cover photo, TikTok profile
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
◆ Faith Haven Christian Academy
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 5
Content Production — First Posts Built
▾
⚙ 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 live3DWrite 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
◆ Faith Haven Christian Academy
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 June
Client 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 TriggerInvoice sent date / confirmation
✓ Saved
INV-2Send Month 1 retainer invoice — $2,000 due before first post fires+ Add Note
Invoice TriggerInvoice sent date / confirmation
✓ Saved
◆ Faith Haven Christian Academy
C3-AApprove Facebook cover art, Instagram, LinkedIn, and GBP profile photos+ Add Note
Approval notes / revision requests
✓ Saved
C3-BApprove branded overlay templates — the design that appears on all posts+ Add Note
Approval notes / revision requests
✓ Saved
C3-CApprove profile bios for all 5 platforms+ Add Note
Bio approval notes
✓ Saved
C3-DReview and approve first content batch — first 2 weeks of posts+ Add Note
Content batch feedback / notes
✓ Saved
Week 4 · July 6–12
Payment Gate — Posts Don't Fire Until This Is Done
▾
⚙ 827 Marketing
4AFinal QA — all posts reviewed, composites correct, captions verified
4BAll 5 platforms scheduled in Zernio — fire times confirmed
4CConfirm payment received before Week 5 launch
Gate — posts don't fire until paid◆ Faith Haven Christian Academy
C3-EPay $3,500 setup invoice — due within 7 days of receiving+ Add Note
Payment Due · End of Week 3Payment date / confirmation
✓ Saved
C3-FPay Month 1 retainer — $2,000 — before first post fires July 13+ Add Note
Payment Due · Week 4Payment date / confirmation
✓ Saved
Week 5+ · Campaign Live
Ongoing — Your Role Once Posts Are Live
▾
⚙ 827 Marketing
O-1Deliver weekly analytics report — plain English, what's working, what's changing
O-2Adjust content strategy weekly based on performance data
O-3Send monthly invoice on the 1st of each month
Monthly◆ Faith Haven Christian Academy
C-10Send fresh job-site photos and video clips weekly or bi-weekly+ Add Note
Phone footage from real inspections is perfect. The more you send, the better the content.
Preferred delivery method
✓ Saved
C-11Review weekly analytics report — 5 minutes, tells you exactly what's working
C-12Pay monthly invoice on the 1st of each month+ Add Note
Monthly BillingPreferred payment method
✓ Saved
🚀
Setup Complete — Your Campaign is Live
All accounts are built, content is ready, and your first posts are scheduled.
Head to your Campaign Dashboard to watch it all happen in real time.
Go to Your Campaign Dashboard →
Head to your Campaign Dashboard to watch it all happen in real time.
You can always return here to reference the setup checklist