STEP 01
Welcome and how this works
A two-minute overview of what happens next and how we'll work together.
▶Watch the welcome videoYour video will appear here
STEP 02
Share your brand, offer and proof
Everything we need to build your pages and emails, in one shared folder and one short form.
▶Asset allocation videoYour video will appear here
- Access & Setup form: business details, sending email, offer and appointment name, sales team and hours
- Brand & logos: logo files and any brand kit
- Niche, avatar & offer: a short questionnaire that becomes your page copy
- Testimonials & proof: reviews, videos, before and after results, with permission
- Photos & videos: 10–20 images of you and your work
STEP 03
Access and SMS registration
Give us secure access to your Meta account and domain, and the details US carriers need to approve your text messages. No passwords are ever needed.
▶Access & SMS registrationYour video will appear here
- Meta Business: add MarketixsFlow as a partner with access to your Page, Instagram, ad account and pixel
- Domain provider: add [email protected] as a user (GoDaddy, Namecheap, Cloudflare or similar)
- SMS registration: legal business name and EIN, address, website, support email and phone, and an authorised contact. Approval usually takes 10–20 days, so this step matters most.
All done, or stuck on a step?
Message us on WhatsApp. If anything feels unclear, we'll jump on a quick Zoom and walk you through it.