2.1.S4-cal — Calendar source: GHL calendar or Calendly embed (program-configured). Gate behavior configurable: hard gate or soft nudge. 2.1.S4-gate — Program-configured: some programs require scheduling before Steps 5–6 unlock
JD
Jane Doe
Account manager
What the call covers:
Website walkthrough
Account connections help
Marketing strategy overview
Q&A
2.1.S5
5
5 · Complete Your Profile
Business details, service area, hours, photos, and descriptions
Locked▾
🔒 Complete Step 4 to unlock this step.
5a. Business identityRequired
5b. Location & service areaRequired
5c. Hours of operationRequired
5d. Photos & mediaOptional
5e. About your businessOptional
5f. Social media profilesOptional
2.1.S5-config — Required vs. optional sub-sections are program-configured. Field list driven by MarketSnare variable schema for the program.
2.1.S6
6
6 · Connect Your Accounts
Google Business Profile, Analytics, Search Console, Facebook, Google Ads
Waiting▾
🔒 Complete Steps 4 & 5 to unlock this step.
G
Google Business Profile
Manual setup
A
Google Analytics
OAuth connect
S
Search Console
OAuth connect
f
Facebook / Instagram
OAuth connect
G
Google Ads
OAuth connect
in
Instagram
Via Facebook OAuth
2.1.S6-config — Available connections are program-configured. OAuth vs. manual per service. 2.1.S6-video — Video explainers: nice-to-have for launch, text instructions first
2.1.S7
7
7 · Setup In Progress
Your MarketSnare team is building your website and configuring services
Waiting▾
🔒 This step activates after your kickoff call.
Website buildNot started
Business listingsNot started
Reviews managementNot started
Email marketingNot started
Digital ad campaignNot started
2.1.S7-internal — Maps to internal staff tasks in Asana. Client sees status only, not task details.
2.1.S8
8
8 · Review Your Website & Launch
Preview your dealer website and approve or request changes
Waiting▾
🔒 Unlocks when your website build is complete.
⊞
Website preview
libertysafedenver.com
2.1.S8-approval — Approval triggers launch. Change requests create Asana tasks for staff. 2.1.S8-launch — Launch triggers: billing activation, live date write to MarketSnare, data collection jobs start, Asana maintenance tasks created