Client guidance
How to give us access.
Use these instructions to grant platform access without sharing passwords.
Access onlyWe only need access. You keep ownership of your ad accounts and assets.
Admin neededMost setup steps require the current admin or owner to approve access.
Billing stays yoursClient-owned ad accounts should use the client payment method.
Use intake tooAfter access is started, complete the intake form so we can build correctly.
Access guide
Use the section for the account that is blocking launch.
These instructions are client-facing. They are written to avoid password sharing.
Google Ads
Manager linking
Customer ID, manager request, billing, verification, GA4/GTM, Search Console, GBP, LSA.
Jump ->Meta Ads
Partner access
Business ID, Page, Instagram, ad account, dataset, domain, payment, 2FA.
Jump ->GHL + A2P
CRM and texting
Business profile, phone/SMS, opt-in language, privacy, terms, sample messages.
Jump ->Tracking
Calls and attribution
Domains, ClickFlare, Ringba, routing, recording preference, CRM attribution, QA.
Jump ->Assets
Creative proof pack
Logos, photos, reviews, warranties, financing, offers, service area, differentiators.
Jump ->Launch
Final approval
Billing, access, pages, phones, events, workflows, reporting, first-week feedback.
Jump ->Google Ads
Client-owned Google Ads access.
Fastest path: send the Customer ID, then approve our manager-account request.
Steps
- Find the Customer ID
Open Google Ads and copy the 10-digit Customer ID from the top account bar. Example: 123-456-7890. - Send it to us
We use that ID to send a manager-account link request from The Contractors Marketing. - Accept the request
In Google Ads, go to Admin > Access and security > Managers. Accept the pending request. - Confirm billing and verification
Make sure the account payment method is active and an admin can complete advertiser verification if prompted. - Grant measurement access
We may also need GA4, Google Tag Manager, Search Console, Google Business Profile, and Local Services Ads access.
Need from you
- Google Ads Customer ID
- Admin contact email
- Billing status
- Suspension or verification warnings
- Current campaigns and approximate monthly spend
- GA4/GTM/Search Console/GBP status
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Google Ads request
Please send us your Google Ads Customer ID. After we send the manager-account link request, open Google Ads, go to Admin > Access and security > Managers, and accept the pending request from The Contractors Marketing. Please do not send passwords. Also confirm who has admin access for billing and advertiser verification.
Meta Ads
Meta Business Portfolio and asset access.
Fastest path: partner access through Meta Business settings.
Steps
- Open Meta Business Settings
Go to Partners or Users > Partners inside the client Business Portfolio. - Add The Contractors Marketing as a partner
Choose the option to give a partner access and enter our Business ID: 1282278913857645. - Assign launch assets
Give us full/control access to the Facebook Page, Instagram account, ad account, pixel/dataset, and domain where available. - Confirm payment and 2FA
Make sure the ad account payment method is active and the approving admin has two-factor authentication enabled. - Check account status
Review Business Support Home for ad account restrictions, disabled assets, policy warnings, or payment issues.
Need from you
- Meta Business Portfolio ID
- Facebook Page URL
- Instagram handle
- Meta Ad Account ID
- Pixel/Dataset ID
- Domain verification status
- Any ad account restrictions or payment issues
Partner invite
Invite The Contractors Marketing
Use our Business ID to add TCM as a Meta partner and assign full/control access to the launch assets.
The Contractors Marketing Business ID: 1282278913857645
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Meta request
Please add The Contractors Marketing as a Meta partner using Business ID 1282278913857645. In Meta Business Settings, assign us full/control access to the Facebook Page, Instagram account, ad account, Pixel/Dataset, and domain where available. Please do not send your Facebook password. Also confirm that the admin user has two-factor authentication enabled and that the ad account payment method is active.
GHL + A2P
CRM, phone, and texting approval.
A2P/SMS approval depends on accurate legal details, clear opt-in consent, privacy/terms pages, and realistic sample messages.
Need from you
- Legal business name and DBA/brand name
- Legal address and website URL
- Authorized representative name, title, email, and mobile
- Entity type and tax ID readiness for secure handoff
- Privacy policy URL and terms URL
- Opt-in form URL where SMS consent appears
- Sample SMS messages
SMS consent must explain
- That calls/texts may be sent by the company
- What messages are for: request follow-up, appointment reminders, customer care
- Message frequency may vary
- Message/data rates may apply
- STOP to unsubscribe and HELP for help
- Consent is not a condition of purchase
- Links to privacy policy and terms
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Recommended SMS opt-in language
By submitting this form and providing your phone number, you agree to receive calls and text messages from [Company Name] about your roofing request, appointment reminders, and customer care. Message frequency may vary. Message and data rates may apply. Reply STOP to unsubscribe or HELP for help. Consent is not a condition of purchase. View our Privacy Policy and Terms of Service.
Tracking
ClickFlare, Ringba, landing pages, and call routing.
Tracking needs domain access, call routing, phone numbers, click IDs, CRM attribution, and QA testing.
Need from you
- Who controls DNS/domain access
- Preferred landing page domain/subdomain
- Main phone number calls should route to
- Business-hours and after-hours routing preference
- Call recording preference and disclosure status
- Current call tracking numbers or providers
- Any old agency tags or analytics access
We will QA
- Desktop and mobile landing pages
- Form submission to GHL
- Phone click and live call routing
- Ringba number swap/fallback number
- ClickFlare click ID capture
- Source/campaign attribution in CRM
- Conversion events and reporting
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Tracking request
Please confirm who controls DNS for the domain/subdomain we will use for landing pages. Also send the phone number calls should route to, business hours, after-hours routing preference, and whether call recording is allowed with your current disclosure process. Please do not send registrar passwords.
Creative assets
Assets and offer pack.
Real local photos and proof usually make stronger landing pages than generic stock imagery.
Minimum launch pack
- Transparent logo PNG or SVG
- 8-12 real job, truck, team, or before/after photos
- 3-5 proof points: years in business, warranty, reviews, certifications
- Primary offer: free estimate, inspection, financing, or storm inspection
- Service area and excluded areas
- Financing and warranty details
Helpful extras
- Review screenshots
- Awards and manufacturer badges
- Owner/team bios
- Competitor examples to match or beat
- Past campaign examples
- Brand colors and font guidelines
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Assets request
Please send a Google Drive, Dropbox, or OneDrive folder with your logo files, job photos, team/truck photos, review screenshots, certifications, warranty/financing details, and any offers you want promoted. Real local photos are preferred over stock images.
Launch checklist
Final approval before turning on spend.
Access, billing, pages, phone routing, tracking, workflows, and feedback loops need to be checked first.
Blocks launch
- No Google Ads admin/billing access
- No Meta admin or ad account billing
- Landing page DNS unavailable
- Call routing untested
- Conversion events not firing
- Missing privacy/terms/SMS consent for texting workflows
Can wait
- Extra jobsite photos
- More testimonial screenshots
- Advanced dashboard cleanup
- Retargeting creative versions
- Non-critical SEO assets
- Long-term nurture workflow expansion
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Launch approval request
We are ready for launch review. Please confirm the landing page copy, offer, phone routing, business hours, service area, and who will review first-week lead quality. Once billing, access, call tracking, forms, and CRM workflows pass QA, we can turn on spend.