Key Milestones
🏗️
Now · Weeks 1–3
Setup Begins
Accounts, assets, templates, creative production, and agent briefing
💳
End of Week 3
Setup Invoice
$3,500 total, paid in 5 installments — 827 Marketing built everything; client reviews and approves before the first payment
✏️
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 4 platform accounts created
827 Covers This
Week 2
Build
June 22–28
All 4 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 13–20
Pay $1,500 first setup installment (Jul 13) + $1,500 Month 1 retainer (Jul 20) · payment clears · everything's scheduled · then you go live — July 20
Payment Due
🔬 Smoke Tests End
Step-by-Step Checklist — Who Does What & When
click to expand
▾
⚙
827 Marketing
Kevin Castro + Agent Team
0
/0 done
◆
Home Inspection Experts
Jeannine Penta
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 = Home Inspection Experts — Jeannine Penta
Each group shows what both sides need to do for the same task.
Week 1 · June 15–21
Contract & Legal
▾
📄
Coming soon
Your Marketing Services Agreement
🔒 It'll appear right here for you to review & sign the moment we send it.
⚙ 827 Marketing
A-1Prepare & send the Marketing Services Agreement via DocuSign 📄 Updating — adding SEO & Website+ Add Note
DocuSign sent / tracking note
✓ Saved
A-2Record her legal business name for Meta business verification & ad-account setup
A-3Add her verified badges (InterNACHI, Certified Master Inspector) to creative templates & profiles
A-4Set the confirmed phone number on every platform, the Google profile & the Facebook “Book Now” button
📘 Facebook📍 Google Business
A-5Configure the Google service area & ad geo-targeting to her regions
◆ Home Inspection Experts
B-1Read & review social media management agreement 📄 Updating — adding SEO & Website+ Add Note
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
Why we ask this: it keeps your business records matching across Google and Meta — and it's the exact name Meta looks for if we ever verify your ad account for paid campaigns later. Nailing it now saves a headache down the road.
Legal Business Name
✓ Saved
B-3Confirm which credentials you currently hold+ Add Info
Why we ask this: we feature your real credentials as trust badges in your posts, creatives, and ads — so we only ever show ones that are genuinely yours and every claim stays accurate. (California doesn't license home inspectors, so there's no state license number to chase — these certifications are what matter.)
Certification / license numbers (optional)
✓ Saved
B-4Confirm the phone number we should use everywhere
This number appears on every platform and your Google profile, and is difficult to change once live.
✓ SavedB-5Confirm the areas you serve
This sets your Google service area and where we target your ads — general regions are all we need, not every zip code.
Other areas you serve (optional)
Anywhere you'd rather not take work? (optional)
Week 1 · June 15–21
Account Access — Kevin Needs These to Start
▾
⚙ 827 Marketing
A-6Collect and securely store all logins — Facebook, Instagram, TikTok, Google
📘 Facebook📸 Instagram🎵 TikTok📍 Google Business
A-7Enable 2FA on all accounts — store backup codes securely
CriticalA-8Contact HomeBinder to collect her co-branded marketing kit & assets
A-9Secure full control of her Google Business Profile — waiting on her business email to reactivate (~July 30)
📍 Google Business
● In progress — Dakota's on itA-10Create & brand her Instagram business account — no login needed from her
📸 Instagram ✓
● Done — built & linked to the PageA-11Create & brand her TikTok business account — no login needed from her
🎵 TikTok ✓
● Done — built & branded 7/14◆ Home Inspection Experts
HBConnect us with your HomeBinder rep — we'll collect your co-branded assets directly from them+ Add Info
Either share their contact with us, or give them ours — we'll reach out to HomeBinder and pull your marketing kit. Drop their contact in the box, or text it to Kevin.
HomeBinder contact (name / email / phone) — or note you texted Kevin
✓ Saved
C-1Google Business Profile ownership — we're handling this for you+ Add Info
📍 Google Business
Dakota's already on this. Your profile is verified and live; we're securing full management control and expect it fully in hand around July 30 — nothing needed from you here.
● In progress — Dakota's on itGoogle Account Email
✓ Saved
C-2Facebook — your new business page is built
📘 Facebook
Good news — we built you a brand-new Facebook business page and connected it to your new Instagram. Nothing needed from you here.
● Done — built by DakotaC-3Your Instagram account
📸 Instagram ✓
Your Instagram is live — @homeinspectionexperts.ca — and connected to your new Facebook page. Nothing needed from you here.
● Instagram liveC-4Your TikTok account
🎵 TikTok ✓
Your TikTok business account is built and branded — set up as a Business account and publish-ready. Nothing needed from you here.
● Done — TikTok built & brandedC-5Help us close your old Facebook page+ Add Info
📘 Facebook
There's an older Facebook page GoDaddy set up (with no followers). We built you a fresh one instead, so we'd like to shut the old one down. Ask GoDaddy for the Facebook login they created — or confirm you can log into it — and drop it below, or text it to Kevin.
We need this from youOld Facebook page login (from GoDaddy)
✓ Saved
C-6Confirm the address you want shown publicly+ Add Info
Facebook, Instagram and Google can display a business address. Since many inspectors don't want a home address public, let us know what to use: a business address, a PO box, or service-area only (no address shown). Drop it below or text Kevin.
We need this from youPublic address — or "PO box" / "service area only"
✓ Saved
Week 1 · June 15–21
Brand 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
◆ Home Inspection Experts
C1-ALogo file — PNG with transparent background, high resolution+ Add Info
We searched for this on July 15 and came up empty — it never reached us. Right now we're rebuilding your logo from a low-resolution copy pulled off your website, which caps how sharp we can make everything. The original PNG — transparent background, highest resolution you have — fixes that. Send it with the Upload button at the top of your dashboard: choose "Brand Assets" and drop the file in. It comes straight to us.
We need this from youFile location / Google Drive link
✓ Saved
C1-BBrand colors — hex codes from existing materials+ Add Info
Brand Hex Codes
✓ 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
No need to send anything — we already have all 246 of your Yelp reviews saved for your social proof content. Next up: we're getting your Google reviews growing.
● We've got this — Dakota's on itReview link or screenshot location
✓ Saved
C1-HFacebook service area — please confirm the 10 cities we chose+ Add Info
Facebook only allows ten. It won't accept counties or regions — only individual cities — so we picked ten to represent the areas you gave us. Here's what's live on your Page now:
Orange County: Huntington Beach · Irvine · Anaheim · Newport Beach · Costa Mesa
Los Angeles: Los Angeles · Long Beach · Santa Monica
San Fernando Valley: Sherman Oaks
Inland Empire: Riverside
Two notes: "Los Angeles" covers a lot of ground on its own, including much of the Valley. And we left out Palmdale/Lancaster, Ventura County, and San Bernardino since you told us those are areas to avoid.
Are you okay with these ten? If you'd rather swap any — say, trade one for Mission Viejo or Pasadena — just tell us below and we'll change them.
● Done — live on your Facebook, just confirmOrange County: Huntington Beach · Irvine · Anaheim · Newport Beach · Costa Mesa
Los Angeles: Los Angeles · Long Beach · Santa Monica
San Fernando Valley: Sherman Oaks
Inland Empire: Riverside
Two notes: "Los Angeles" covers a lot of ground on its own, including much of the Valley. And we left out Palmdale/Lancaster, Ventura County, and San Bernardino since you told us those are areas to avoid.
Are you okay with these ten? If you'd rather swap any — say, trade one for Mission Viejo or Pasadena — just tell us below and we'll change them.
Happy with these ten? Or tell us what to swap
✓ Saved
C1-GWebsite image files — the original photos behind your site+ Add Info
Anything you have the originals for: the house hero photo, the 2025 brochure artwork, the retractable banner files. The copies on your live site are small — 1155×597 is the largest that exists there, and that's our ceiling. Print-quality originals let us rebuild your website and social art at full sharpness instead of enlarging a small file. Send them with the Upload button at the top of your dashboard — choose "Brand Assets," and a ZIP is fine if that's simpler.
We need this from youAnything you want us to know about the files (optional)
✓ Saved
Week 1 · June 15–21
Facebook & Meta Setup
▾
⚙ 827 Marketing
GD-1Get the Facebook login from GoDaddy — they set it up, so we pull it via our delegate access
📘 Facebook
Start here — everything below builds on this. While we're in GoDaddy, confirm whether it's a personal or business account: a personal profile is the foundation we need to own the Business Page + Business Manager.
Start here — do this first1CCreate Facebook Business Page — fill every field, set category to "Home Inspector"
📘 Facebook
✅ Built and live — here's exactly what we put on your page (July 15):
Cover photo — custom artwork built to match your website: your logo, "Certified Home Inspectors You Can Trust," your Yelp 246-review badge, your phone number, and the house hero image.
Profile photo — your house logo.
Page name & category — Home Inspection Experts · Home Inspector.
Short intro — family-owned, serving Orange County and Southern California.
Full description — who you are, Eric's Certified Master Inspector credential, what you inspect (residential, commercial, environmental, termite), why agents refer you, your 4.8★/246 Yelp record, and your service area.
Phone — (714) 594-3004, public.
Website — homeinspectionexperts.com, public.
Service area — 10 cities (see the item in Brand Assets above — please confirm them).
Founding date — 2008 (see our note about the exact date).
"Call Now" button — a one-tap call button at the top of your page. Someone on their phone taps it and you're ringing. Facebook also counts these taps, so we'll be able to show you how many calls the page generates.
Deliberately left blank: your street address. You're a service-area business, and publishing the office address is part of what got your Google listing suspended. We're using the service-area field instead. (This is also why Facebook won't let us add business hours — it demands an address first. We're not giving it one.)
● Done — built & live July 15Cover photo — custom artwork built to match your website: your logo, "Certified Home Inspectors You Can Trust," your Yelp 246-review badge, your phone number, and the house hero image.
Profile photo — your house logo.
Page name & category — Home Inspection Experts · Home Inspector.
Short intro — family-owned, serving Orange County and Southern California.
Full description — who you are, Eric's Certified Master Inspector credential, what you inspect (residential, commercial, environmental, termite), why agents refer you, your 4.8★/246 Yelp record, and your service area.
Phone — (714) 594-3004, public.
Website — homeinspectionexperts.com, public.
Service area — 10 cities (see the item in Brand Assets above — please confirm them).
Founding date — 2008 (see our note about the exact date).
"Call Now" button — a one-tap call button at the top of your page. Someone on their phone taps it and you're ringing. Facebook also counts these taps, so we'll be able to show you how many calls the page generates.
Deliberately left blank: your street address. You're a service-area business, and publishing the office address is part of what got your Google listing suspended. We're using the service-area field instead. (This is also why Facebook won't let us add business hours — it demands an address first. We're not giving it one.)
1DSet up Meta Business Manager on her personal Facebook account
📘 Facebook
Sits on top of the personal profile from GoDaddy — that's what lets us own the Page and run ads.
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 the Facebook Page in that order
📸 Instagram📘 Facebook
Order matters◆ Home Inspection Experts
C-7Add payment method to Meta Ads Manager — required before any ads can run+ Add Note
Payment method added / confirmation
✓ Saved
C-8Website access for the Meta Pixel — we already have this+ Add Info
Nothing needed from you — we already have access to your website through GoDaddy, so we'll install the Meta Pixel ourselves when it's time.
● We've got this — Dakota's on itWebsite platform & access method
✓ Saved
C-9Confirm 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 & Platform Security
▾
⚙ 827 Marketing
1HCreate TikTok Business Account — Business, not Creator (required for scheduling)
🎵 TikTok
✅ Done — your TikTok is live and ready to publish (July 14):
Username — @homeinspectionexperts.
Name — Home Inspection Experts.
Bio — "🏡 SoCal home inspections since 2008 · ★4.8 · 📞 (714) 594-3004".
Profile photo — your house logo. We rebuilt it as a clean square so it fits TikTok's circle without clipping.
Account type — switched to a Business Account, category "Professional services." This is what allows us to schedule posts for you; a personal or Creator account can't.
Central management — linked into 827's TikTok Business Center, so we can run it for you without you handing over a password every time.
Your TikTok is created, named, branded, and publish-ready. Nothing needed from you.
One housekeeping item on our side: the account is currently on a temporary email. Once we have access to your homeinspectionexperts.com email, we'll move it over. TikTok watches login-email changes closely, so we'll do that carefully rather than rush it.
● Done — live & publish-readyUsername — @homeinspectionexperts.
Name — Home Inspection Experts.
Bio — "🏡 SoCal home inspections since 2008 · ★4.8 · 📞 (714) 594-3004".
Profile photo — your house logo. We rebuilt it as a clean square so it fits TikTok's circle without clipping.
Account type — switched to a Business Account, category "Professional services." This is what allows us to schedule posts for you; a personal or Creator account can't.
Central management — linked into 827's TikTok Business Center, so we can run it for you without you handing over a password every time.
Your TikTok is created, named, branded, and publish-ready. Nothing needed from you.
One housekeeping item on our side: the account is currently on a temporary email. Once we have access to your homeinspectionexperts.com email, we'll move it over. TikTok watches login-email changes closely, so we'll do that carefully rather than rush it.
◆ Home Inspection Experts
No client action needed for this group — Kevin handles all setup once access is provided.
Week 1 · June 15–21
Google Business Profile
▾
⚙ 827 Marketing
1KGoogle Business Profile — setup, verification & optimization
📍 Google Business
We're handling all of it. The full detail and progress live in your Google Audit.
● We've got this — Dakota's on it◆ Home Inspection Experts
C-10Nothing needed from you here
Your Google Business Profile is verified and live — we're handling everything else. See your Google Audit for the details.
● We've got this — Dakota's on it
Week 2 · June 22–28
Zernio Setup — Connecting All 4 Platforms
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⚙ 827 Marketing
2AConnect all 4 platforms to Zernio — Facebook, Instagram, TikTok, GBP
📘 Facebook📸 Instagram🎵 TikTok📍 Google Business
2BSend test post on every platform — verify formatting and captions display correctly
2CLog all account IDs and posting schedule in system
◆ Home Inspection Experts
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
📘 Facebook
2EBuild Instagram profile image, GBP cover photo, TikTok profile
📸 Instagram📍 Google Business🎵 TikTok
2FBuild branded overlay templates — every content track, every platform size
2GWrite profile bios for all 4 platforms — each different, each keyword-optimized
2HSet Facebook "Book Now" CTA button with correct phone number
📘 Facebook
2JUpload minimum 5 real job-site photos to GBP — inspector face in at least one
📍 Google Business
◆ Home Inspection Experts
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
📸 Instagram
Must be done before IG goes live3DWrite and pin Facebook "How It Works" post — goes live before launch
📘 Facebook
3EBrief publishing agent — all posts scheduled and ready in Zernio
3FSet up analytics tracking across all 4 platforms
◆ Home Inspection Experts
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 setup invoice — $3,500 total, split into 5 ($1,500 first installment) — once client approves all deliverables+ Add Note
Invoice TriggerInvoice sent date / confirmation
✓ Saved
INV-2Send Month 1 retainer invoice — $1,500 — due before first post fires (July 20)+ Add Note
Invoice TriggerInvoice sent date / confirmation
✓ Saved
◆ Home Inspection Experts
C3-AApprove Facebook cover art, Instagram, TikTok, and GBP profile photos+ Add Note
📘 Facebook📸 Instagram🎵 TikTok📍 Google Business
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 4 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 13–20
Payment Gate — Posts Don't Fire Until This Is Done
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⚙ 827 Marketing
4AFinal QA — all posts reviewed, composites correct, captions verified
4BAll 4 platforms scheduled in Zernio — fire times confirmed
4CConfirm payment received before Week 5 launch
Gate — posts don't fire until paid◆ Home Inspection Experts
C3-EPay first setup installment — $1,500 — due July 13 ($3,500 total, split into 5)+ Add Note
Payment Due · Jul 13Payment date / confirmation
✓ Saved
C3-FPay Month 1 retainer — $1,500 — before first post fires July 20+ Add Note
Payment Due · Jul 20Payment 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 20th of each month
Monthly◆ Home Inspection Experts
C-11Send 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-12Review weekly analytics report — 5 minutes, tells you exactly what's working
C-13Pay monthly invoice on the 20th 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