Let's build your growth engine

WELCOME ABOARD.
Let's Get To Know Your Business.

Everything below helps us build campaigns that turn your ad spend into booked jobs and real revenue. Most questions are a single tap. If anything is unclear, reach out and we’ll walk you through it.

About 10 minutes
Auto-saves as you go
Secure & private
Set aside about ten minutes and you’ll be done in one sitting. 🎉
01 General Business Info

The basics about your company

Foundational details so everything we set up is tied to the right business and the right people.

02 Social Media & Online Presence

Where you live online

Links to your existing presence so we can review, align, and connect our campaigns.

No website yet? Just type NA. We need to know either way.
03 Get to Know You

The human behind the business

Skip anything you like, but your birthday and business anniversary help us celebrate the big days with you. 🎉

04 Business Overview

What you do & where you do it

Help us understand your services and service area so we target the right jobs in the right places.

05 Revenue, Goals & Ad History

The numbers we're driving toward

This is how we reverse-engineer your ad spend, lead volume, and targets, plus what you've already tried, so we don't repeat it. Closest bracket is perfect.

Wins and losses are equally useful. They let us skip the guesswork and double down on what already works.
06 Offers & Promotions

What gets homeowners to raise their hand

Your offers are the hook in every ad. Tap everything you currently run or have run before.

07 Financing

How customers pay

Financing options can dramatically lift conversion, so let's capture what you offer.

08 Ideal Customer Profile

Who we're trying to reach

The clearer the picture of your dream customer, the sharper our targeting and messaging.

09 Appointments

Where should we send your appointments?

Our team handles and qualifies the leads so you can focus on closing. Tell us exactly who should receive the booked appointments.

10 Creative Assets

Photos & videos

Real photos of your crews and jobs beat stock images every time. They're the single biggest lever on ad performance.

📁 We'll send you a Google Drive folder

Right after this form, we'll share a Drive folder with you. Just drag in whatever you've got: job photos, drone clips, phone videos, your logo, truck shots. No need to sort or rename anything, and there's no file size limit. We'll handle the rest.

11 Platform Access

Meta access: the last step

Your ads run through Meta, so we need access to your Facebook & Instagram Business account. Pick whichever way is easier for you.

Only if you'd like us helping with these. Skip if not.
12 Client Responsibilities & Compliance

What we need from you to hit the numbers

Ad results depend on things outside our control: your creative, your sales team, your budget staying live. Here’s what you’re committing to.

I’ll keep the ad budget running and a valid payment method on file
I’ll provide or approve 8 videos and 20 images every month, and approve creative promptly
I’ll staff, respond to and attend the appointments booked, aiming for a 30% close rate
I’ll keep CRM records accurate and give timely feedback on lead quality
I understand the legal, platform and OSHA compliance responsibilities are mine, including reviewing my own job-site photos and videos
I understand the Performance Commitment may be suspended if these aren’t met

You're all set! 🎉

Thanks for taking the time. This is everything our team needs to start building your campaigns. We'll be in touch shortly with next steps. Welcome to the RMS family.