Fill in your details and we'll set up a ready-to-work system. The only required part is your contact info — everything else is optional; fill what you have and we'll complete it together.
By default you get the whole system. Tick only what is definitely not relevant — anything can be switched back on later.
This is what the system says to your customers, in your name. Without it, it cannot answer properly — so fill in what you can, in your own words.
Optional
BYO — your own Twilio account, and the line stays yours. No account? We set one up together at onboarding. Keys can be completed later.
🔒 Secrets (tokens/keys) are optional here — you can share them in a secure call
So we can capture leads and report back what happened to them — who booked, who paid and how much. That is what makes Facebook stop buying form-fillers and start buying customers. Fill what you have; every field has a short explanation and a 'how do I get this?'.
The Page the ads run from and the messages arrive at.
Only if you also advertise on Instagram or get DMs there.
The account the ads run from. Your customer and exclusion audiences are created inside it — so it must be the account you actually advertise from, not a previous agency's.
The container in Events Manager that conversion events land in. Meta renamed Pixel to Dataset — same number, not two things.
Roughly what a new lead is worth before you know if it closes. Meta rejects a zero-value event, so with no number here the 'new lead' stage simply isn't reported.
The currency deal amounts are reported in.
The key that lets conversion events go server-to-server, independent of the visitor's browser and of ad blockers. Without it there is no reporting at all.
Lets you watch events actually arrive before going live. Not required — we can generate one at setup.
Not a value to paste but a one-time permission — without it, leads from Facebook/Instagram forms simply never arrive, and it looks exactly like 'no leads'.
Usually nothing to paste — the token is created when you approve the connection on the login screen. This field is for anyone who already generated one.
So Google learns what happened to each lead — booked, closed, and for how much. Note: three of these need you to CREATE something in the account (conversion actions), not just copy a number. Details on each field.
A 10-digit number identifying your ads account. This is where the conversions are reported.
The id of a 'conversion action' you create in Google Ads for the first stage: a new lead arrived. Google cannot measure this itself — it waits for the system to report it.
A separate conversion action for the second stage. It must be separate, not a category inside the first — Google optimises at the conversion-action level, so one action for everything means no separation between funnel stages.
The final stage, and the only one of the three that carries a variable amount — the real value of each deal as recorded in the system.
Only if the ads account sits under a manager account — yours or an agency's. If you don't know what that is, you probably don't have one; leave it blank.
No keys or tokens needed for Google — you just approve access once. We send you a request, or you add our address as a user on the account.
Unrelated to advertising — this is the link sent to a happy customer once the job is done.
Number for the bot; connected via a one-time QR scan.