01
Getting Started with ServiceLeads
Goal: understand the setup and what we need from you to launch quickly.
Client onboarding
Let’s get you live—fast.
Watch the videos in order, complete the checklist, and we’ll have what we need to build and launch.
Onboarding checklist
If you only do three things: (1) watch the videos, (2) connect access, (3) complete the intake.
- Watch the onboarding videos below
- Share access to your Meta Business + Ad Account
- Share access to your page + Instagram (if applicable)
- Confirm your service area + job types you want more of
- Complete the intake form (below)
Intake form
Fill this out so we have everything we need to set up, build creative, and launch. If the embed doesn’t load, use the “Open intake form” button above.
Show the intake form
Onboarding videos
Work through the steps in order. Your progress is saved in this browser.
Steps
Step 1 of 8
- 1. Getting started
- 2. How the system works
- 3. The road ahead
- 4. Maximising lead quality
- 5. Survey + assets upload
- 6. Business Manager setup
- 7. Calendar integration
- 8. Reporting + next steps
Need help? Email jamie@serviceleads.co.uk.
02
How the System Works
Goal: understand the lead flow and what “good” looks like.
03
The Road Ahead
Goal: align on timeline, expectations, and what happens after launch.
04
Maximising Lead Quality
Goal: avoid junk enquiries and attract the jobs you actually want.
05
Onboarding Survey, Media Assets & Customer List upload
Goal: complete the survey and share the assets we need for creative and targeting.
06
Facebook Business Manager & Ad Account Setup
Goal: grant the right access so we can build and launch without delays.
07
Calendar Integration
Goal: connect your calendar/booking flow so leads turn into appointments.
08
Reporting & Final Words
Goal: know what to expect week-to-week and how we communicate.
Need a hand?
If you get stuck on access or setup, email jamie@serviceleads.co.uk with a screenshot and I’ll guide you through it.
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