AgentFunnelWorks
Onboarding

Welcome — let's get everything we need to build fast.

Three things and your build can start: (1) the full intake, (2) your brand assets, (3) account access for your package. Most agents finish in about 15 minutes. The more complete this is, the faster you're live — within 1 business day of getting it, we confirm scope and your timeline.

1 · Full intake

Your brand, niche, goal, tools, and compliance details. Jump to it →

2 · Upload assets

Logo, headshot, colors, photos, testimonials. Jump to it →

3 · Grant access

You own every account; I'm admin during the build. Jump to it →

Step 1

Full build intake

This is what I build from. Anything you're unsure of, write "not sure" — don't leave it blank.

Identity & brokerage

Brand & visuals

Contact & service area

Social proof

Domain & hosting

Tools you already use

Don't say no — say "I don't know" if unsure. You'll grant access in Step 3; here just tell me what exists.

Goals & lead magnet

Compliance & constraints

Inspiration & timeline

Sign-off

After you submit, upload your assets (Step 2) and grant access (Step 3) below. This is a landing page + lead capture service — not IDX, not a full website, no lead guarantees.

Step 2

Upload your assets

Send the files so I can brand the page to you. Only your own or properly licensed files, please.

  • Headshot (high-res, recent)
  • Your logo (vector SVG/EPS preferred; PNG ok)
  • Brokerage logo (current version)
  • Brand colors (hex or a screenshot)
  • Photos you own (listing/lifestyle/area)
  • Testimonials (with permission)
  • Lead magnet file (if you have one)
  • Anything you like as a style reference
Open the upload link  →Or email the files

No upload link yet? Email the files to me directly and I'll organize them. If an asset isn't ready, I can launch with a clean placeholder and swap it on your first monthly update — your call.

Step 3

Grant account access

You own every account. I'm added as admin/manager during the build and step out at handoff (or whenever you say). Never send passwords — just add me by email: connor@connorcthomes.com. Below are the exact steps per platform; you only need the ones your package uses.

Which do I need?  Starter: domain/Cloudflare + Web3Forms + your email.  Campaign: + Google (GA4/Tag/Search Console) + Meta Pixel + Google Sheet.  Niche: + Mailchimp (+ Make).  Full funnel: + Google Ads + Meta Ads (you own the ad billing).

Domain / Cloudflare — host the page

If you have a domain, tell me your registrar (Step 1). Create a free Cloudflare account at cloudflare.com, then I'll send a 1-click invite to add me as an Administrator member for the build. You stay the owner.

Web3Forms — the lead email

Create a free key at web3forms.com with your email (this is the never-miss lead email). Paste the access key in your upload/email, or I'll set one up under your email. It's public-safe and domain-restricted.

Google Analytics 4 + Tag Manager + Search Console (Campaign+)

In Google Analytics → Admin → Account/Property Access Management → add connor@connorcthomes.com as Editor. In Tag Manager → Admin → User Management → add me as User/Publish. In Search Console → Settings → Users and permissions → add me. You own all three.

Meta Pixel / Business Manager (Campaign+)

In Meta Business Settings → Partners (or People) → add connor@connorcthomes.com as a Partner/Admin on the Pixel for the build. No need to share your login. You keep ownership of the pixel and data.

Google Sheet (lead CRM) (Campaign+)

Create a Google Sheet for your leads, click Share, add connor@connorcthomes.com as Editor, and paste the sheet link. Your leads write to your sheet.

Mailchimp (Niche+)

In Mailchimp → Account → Settings → Users → Invite a user → add connor@connorcthomes.com as Manager. I'll build the audience + nurture sequence under your account.

Make.com (Niche+, if used)

Create a free Make account; invite me to the team/scenario, or I'll set up the scenario under your account. Used to route form → tag → sheet → notify.

Google Ads + Meta Ads (Full funnel)

Google Ads → Tools → Access & security → add connor@connorcthomes.com as Admin/Standard. Meta Ads → Business Settings → Ad Accounts → assign me as Partner. You own the ad account and the billing — I set campaigns up; nothing launches without your written go.

Confirm what you've granted

Quick checkbox so I know what's ready — submit after you've added me where you can.

Definition of "ready to build." The fastest builds have all of this in hand: full intake submitted · assets uploaded · domain + Web3Forms ready · (Campaign+) GA4/Pixel/Sheet access · (Niche+) Mailchimp access · (Full funnel) ad-account access · compliance footer + broker approval. Missing something? Send what you have — I'll start where I safely can and flag the rest.