3DAi Marketing Solutions
[CLIENT NAME] · Onboarding
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KC
Kevin Castro
Marketing Manager
[CLIENT NAME]
Onboarding
Everything that needs to happen before the first post goes live — for both sides
Owner & Point of Contact
[Owner / Point of Contact]
Campaign Stages
Weeks 1–4
Setup
TBD
3DAi Covers This
Week 5
Campaign Live
TBD
Monthly Billing Starts
Week 6
First Analytics
TBD
What's Working
Weeks 7–12
8-Week Ramp
TBD
Optimize & Scale
Week 13+
Ad Spend Begins
TBD
Paid Campaigns Live
Key Milestones
🏗️
Now
Setup Begins
Accounts, assets, templates, and agent briefing
💳
End of Week 3
Setup Invoice
$3,500 due — setup complete, first content batch ready
🚀
Week 5
First Post Goes Live
All 5 platforms active. Monthly billing starts here.
📊
Week 6
First Analytics Report
What's working, what isn't, what we're changing
Payment Schedule
3DAi Retainer — paid to 3DAi Marketing. Covers all content production, strategy, scheduling, and analytics.
Ad Budget — paid directly to Facebook, Instagram, and Google. Client controls this number. 3DAi manages where it goes.
When
What Triggers It
What It Covers
3DAi Retainer
Ad Budget
End of Week 3
TBD
Setup complete — invoice sent
One-time setup fee — all accounts created, templates built, agents briefed, first content batch ready. 3DAi built everything before this invoice.
$3,500 one-time
—
Week 5
First post fires
Campaign goes live
Smoke test retainer — 5 posts/week across all 5 platforms. System validated, kinks worked out. Monthly billing starts here.
$2,000/mo
—
TBD
Weeks 3–4 of ramp
Start of Month 2
Ramp Phase 1 — 8 posts/week, all 5 platforms at full cadence. First analytics reviewed. Content direction adjusted from real data.
$2,500/mo
—
TBD
Weeks 5–6 of ramp
Start of Month 3
Ramp Phase 2 — 10–12 posts/week. Winners scaled. Underperformers cut. Content getting more refined and targeted each week.
$3,500/mo
—
TBD
Weeks 7–8 of ramp
Start of Month 4
Ramp Phase 3 — 12 posts/week. Everything dialed in. Ad-ready content library built from proven organic performers.
$4,000/mo
—
TBD
Ads Live
Ad campaigns launch
Steady state + paid ad management — 12–14 posts/week, Meta and Google campaigns live behind proven content, weekly reporting. Ad management fee (17% of ad budget, $500 min) included in retainer.
$4,500/mo
$1,000+/mo · client sets this
Total at steady state
Everything combined once ads are running — retainer + ad budget starting point
$4,500
+ $1,000+ ad budget= ~$5,500+/mo total
Checklists
⚙️
3DAi Marketing
What We're Doing · Kevin Castro + Agent Team
0 / 32 done
Week 1 · TBD Account Creation ▾
1ACreate Facebook Business Page — fill every field, upload profile photo, set correct business category
1BSet up Meta Business Manager under client's personal Facebook account
Must be under client's account — not 3DAi's. Agency added as partner after.
Critical
1CSet up Meta Ads Manager — payment method, billing info, business verification
Meta may flag new accounts and request ID verification. Allow extra time.
May Cause Delay
1DInstall Meta Pixel on client website — must be live 30 days before ads can use it
Install NOW, not at ad launch. 30-day warm-up period is non-negotiable.
Critical
1EConvert Instagram to Professional/Business account — link to Facebook Page (in that order)
Order matters
1FCreate TikTok Business Account (not Creator — Business required for scheduling)
1GCreate LinkedIn Company Page — verify client personal profile is 7+ days old first
7-day wait if new profile
1HSet up Google Business Profile — configure as service-area business if no public storefront address
Postcard verification can take 5–14 days. Start this day one.
Up to 14-day wait
1ISecure brand username on YouTube and X/Twitter to prevent squatting
1JEnable two-factor authentication on all accounts — store backup codes securely
Week 2 · TBD Creative Design & Zernio Setup ▾
2AConnect all 5 platforms to Zernio — Facebook, Instagram, TikTok, LinkedIn, GBP
2BSend test post on every platform — verify formatting, images, and captions display correctly
2CBuild Facebook cover art — custom branded, correct dimensions
2DBuild Instagram profile image, LinkedIn banner, GBP cover photo, TikTok profile
2EBuild branded overlay templates — every content track × every platform size
2FWrite profile bios for all 5 platforms — each different, each keyword-optimized
2GSet Facebook "Book Now" or "Call Now" CTA button with correct phone number
2HPopulate GBP Services section with all active service offerings
Affects local search ranking
2IPopulate LinkedIn Specialties field with keyword-rich terms
2JConfirm Privacy Policy and Terms of Service are live on client website
Required by Meta before any ads can run. Blocks ad campaigns if missing.
Legal / Meta Requirement
2KConfirm required licenses and certifications are current and match what will appear on all platforms
Legal Requirement
Week 3 · TBD Agent Briefing & First Content Batch ▾
3AWrite CLIENT-TRUTH.md — brand pillars, content hooks, tone of voice, banned words, CTAs
3BBrief Mary — write smoke test content brief (Weeks 5–6)
3CBrief Cameron — build first content batch from client footage, all platforms
3DPre-populate Instagram grid with 9–12 posts before account goes public
Must be done before IG goes live
3EUpload minimum 5 real job-site or business photos to GBP — face visible in at least one
3FWrite and pin Facebook "How It Works" post — goes live before public launch
3GBrief Parker — log all account IDs, fire times, platform rules in Zernio
3HBrief Eli — analytics tracking set up for all 5 platforms
End of Week 3 Setup Invoice Sent — $3,500 ▾
INV-1Send setup invoice to [CLIENT CONTACT] — $3,500 due within 7 days (net-7 terms)
Invoice Trigger
INV-2Send Month 1 retainer invoice — $2,000 due before first post fires (Week 5)
Invoice Trigger
Week 4 · TBD Final Checks — Launch Ready ▾
4AFinal QA — all posts reviewed, composites correct, captions approved
4BAll 5 platforms scheduled in Zernio — fire times confirmed
4CClient approvals received — cover art, overlays, bios all signed off
4DPayment confirmed received before Week 5 launch
Gate — posts don't fire until paid
📋
[CLIENT NAME]
What We Need From You · [CLIENT CONTACT] · [CLIENT TITLE]
0 / 18 done
Before Week 1 Contract & Access ▾
B-1Sign social media management agreement
Covers account ownership, content ownership, and what happens if the relationship ends.
Required Before Work Starts
B-2Provide the Google account login that will own the Google Business Profile
Must be the correct Google account — transferring ownership later takes 7–14 days.
Critical
B-3Confirm exact legal business name as registered (not nickname or DBA)
B-4Confirm all required licenses and certifications are active and current
Compliance Requirement
B-5Confirm dedicated business phone number — not personal cell — to be used on all platforms
This number must stay the same across Facebook, Instagram, TikTok, LinkedIn, GBP, and your website. Changing it later requires updating every platform manually.
B-6Provide list of service cities and zip codes (all active markets — not just home address)
Weeks 1–2 Brand Assets & Creative Materials ▾
C1-ALogo file — PNG with transparent background, high resolution
C1-BBrand colors — hex codes (the exact color values from your existing materials)
C1-CHeadshots — team or owner on the job, professional or clean phone photo is fine
C1-DJob site or business footage — photos and short video clips from real work
These are the foundation of all content. The more variety the better.
C1-ESigned photo release for any customer property or individuals that appear in photos or video
Written consent protects both you and the property owner.
Legal Requirement
C1-FExisting review screenshots you're proud of (Google, Yelp) — great for social proof content
Week 3 Review & Approvals ▾
C3-AApprove Facebook cover art, Instagram profile, LinkedIn banner, and GBP photos
C3-BApprove branded overlay templates — the design that appears on all posts
C3-CApprove profile bios for all 5 platforms
C3-DReview and approve first content batch — first 2 weeks of posts
C3-EPay $3,500 setup invoice — due within 7 days of receiving
Payment Due · End of Week 3
C3-FPay Month 1 retainer — $2,000 — before first post fires (Week 5)
Payment Due · Week 4
Ongoing · Week 5+ Your Role Once Campaign is Live ▾
O-1Send fresh job-site photos and video clips weekly or bi-weekly
You don't need to be a photographer. Phone footage from real work is perfect.
O-2Review the weekly analytics report — takes 5 minutes, tells you exactly what's working
O-3Pay monthly invoices on the 1st of each month — posted in advance of the work period
Monthly Billing