Welcome to the SMG Family

We are so excited and honored to be on this journey with you and we can’t wait to help you grow! What’s next:

  1. access

    If we’ve already done an audit for your Facebook account, we already have your AD account number. We will, however, be sending you additional requests to be admin of the ad account, and of your business page. This is so that we can both monitor growth and engagement of your page, as well as set up any chat bots if needed. So be on the lookout for those notifications within your business manager to approve them! If we haven’t done an audit for you, here’s how you can find that ad account ID number:

    Personal ad account: https://www.loom.com/share/5b9b89943e7f4fdd97c692d7b36daa00

    Business ad account: https://www.loom.com/share/f5e92d89934c458da767a96d547e466b

    Please note, if you’ve been running ads on your personal account, we advise you to convert it to a business account as it will make it easier to manage on our end, as well as it will make more advanced features available. To convert your personal ad account to a business one:


We will also need access to your website to make sure the Facebook pixel is installed correctly and to create any additional assets you may need in relation to your campaigns. Here’s how to send us access to your Squarespace account:


If your website is hosted by someone else such as Wordpress, or Wix. Not to worry. Let us know and we’ll send you instructions for that separately.

2. Project Manager

Soon you’ll be receiving an email introducing you to your project manager who will be your main point of contact from here on out. Once your campaigns are running, you’ll receive weekly check-ins as well as a more comprehensive report every 30 days on the progress of your campaigns.

3. Google drive

Soon we’ll be sending you a link to a google drive folder where you can upload any photos, videos, graphics, and logos we can then use to create future assets with so make sure we have your google or G-Suite email address. If you don’t have one, it’s free to create (www.gmail.com).

4. Timelines

We’re as excited to get started on your campaign as you are! Please know that we typically reserve the first 30 days of your contract for asset creation (ad copy and creative, chat bots, landing pages, etc.) Its also during this time where we will schedule and potentially shoot any additional photos or videos for your campaign (if you’ve chosen that level of branding services with us). Your cooperation during this period is essential in launching your campaign in a timely manner.

5. Deep Dive Prep

We’ll meet to talk about specifics about your business. Some of the main questions we’ll be asking during this meeting:

  1. Why do you do what you do? (THE most important question)

  2. What products/services are your most profitable/popular, if you have more than one? What is your profit margin on that product/service?

  3. What is your revenue goal for the year?

  4. What is your conversion rate? If someone walks through your doors, what’s the likelihood they’ll become a client of yours?

  5. What is your current cost of acquisition? How much does it cost for you to get someone in your doors and then to become a client? Combine the cost of all your current marketing efforts and then divide it by the number of clients you have had within the last 30 days.

  6. Who are your most profitable clients? Think about what they do, where they live, if they are married, if they have kids, etc. Get as detailed as possible!

  7. Start thinking about a free or discounted promotional item or service we can offer in order to attract more customers. This doesn’t necessarily need to cost you anything but it does need to hold some value to the person that comes across it. For example, digital items are great free/inexpensive items that can be delivered at scale (eB00ks, videos, etc.)