Welcome to your EstimateFlows onboarding.

Start here
1. Complete the onboarding form.
2. Review the session-preparation checklist.
3. Choose a time for your 45-minute onboarding strategy session. We will agree on the setup plan and responsibilities together.

Your roadmap

1. Kick-off and access
We do: Review your form, goals, selected scope, and launch requirements with you.
You do: Join the strategy session, provide requested brand assets, and invite our team through each platform's access controls. Please do not email passwords.
You will see: A clear build plan, access checklist, and next steps.

2. Build and test
We do: Configure the funnel, Custom CRM, campaigns, and follow-up items included in your signed agreement, then test them before launch.
You do: Review and approve the items we send you, and fund ad spend directly with Meta where it is part of your agreed scope.
You will see: A launch-ready setup and go-live checklist.

3. Live campaign and check-ins
We do: Monitor and report against the measures in your agreement, with check-ins around days 7, 14, 21, and 28.
You do: Keep your business details and estimate outcomes current so performance can be assessed.
You will see: The 30-day measurement period begins when the first valid inquiry from approved, live Meta campaigns is recorded in your active lead-capture funnel and CRM, as described in your agreement.

Your private project-folder URL will be in your welcome email after the folder is created. Use secure platform invitations for access. Please do not send passwords by email or through this form.