Demo

A look at the partner roadmap

This is a sample walkthrough with made up progress. No real client information is shown here. Sign in to work on your own roadmap.

Track A. Setup

Everything is open. Work through it in any order.

Approved

Tell us about your firm: services, ideal client, pricing and the offer we will be taking to market.

Approved

Grant our team partner access to your Facebook Page, Instagram profile and Business Manager assets.

In review

Share your logo, brand colours, fonts and current website so campaigns match your firm's look.

Your next step

Upload client wins, savings numbers and testimonials we can use as proof in your ads.

Your next step

Review the scripts written for you and record the raw footage using our shot list.

Your next step

Watch the first cut of your ads and leave timestamped notes before we finalise them.

Your next step

Set up your dedicated inbox and the AI assistant that qualifies and books incoming leads.

Your next step

Approve the caption copy, hooks and calls to action that will run alongside each video.