Holgate Renewables and Build & Co are both signed, both filmed, both half built in Meta. This is everything we know about them and everything we have set up so far. We would rather you pulled it apart than politely followed it.
Six sections. You can skip to a client and come back.
| Section | What's in it |
|---|---|
| What we want from you | The specific questions we'd like your view on |
| How we build campaigns | Our standard recipe, the thing to challenge |
| Each client | The business, the offer, the targeting, the assets, the IDs, a map, the footage, and a briefing you can paste into ChatGPT or Claude |
| Where leads go | The CRM and landing page plumbing behind both |
| What's left to do | Open jobs and the things blocked on a person |
| Holgate Renewables | Build & Co | |
|---|---|---|
| Who | Dan Holgate, solar and battery | Rob Georgeson, home extensions |
| Where | Shoreham, covers all Sussex | Worthing, covers Worthing to Hove |
| What we advertise | Free Energy Payback Meeting | Free site survey and fixed quote |
| Ad account | Ready | Ready |
| Campaign in Meta | Nothing built yet | Built and paused |
| Landing page | Built, not published | Published |
| Finished video ads | 6 cuts in Drive | 7 cuts in Drive |
| Uploaded to Meta | None | None |
| Test budget we planned | £40 a day | £20 a day |
Both clients were originally sold on Meta instant lead forms. We then built proper landing page funnels for them. Build & Co's page is published, Holgate's is not.
That choice changes the optimisation goal, the pixel work and the whole lead route, so it needs settling per client before anything is built. Our current position is landing page for both, but that is exactly the kind of call we'd like your opinion on.
We have run this same build across Kodama, Mindset, COMPND, ACG, Barefoot and Integrate. It works well enough that we stopped questioning it, which is usually when something is quietly wrong.
These are the eight things we'd genuinely like a second opinion on. Short answers are fine. Blunt answers are better.
Our standard recipe. Every setting below is deliberate, which is not the same as being right.
| Setting | What we do | Why we do it |
|---|---|---|
| Objective | Leads | Every HV client campaign is lead gen |
| Budget | At ad set level, never CBO | Budget stays where we put it |
| Optimisation | Lead generation for instant forms. Conversions on a Lead event for landing page traffic | Has to match the destination |
| Placements | Facebook and Instagram only | We think Audience Network wastes spend |
| Audience | Broad, 18 to 65, Advantage+ on, no interests | Local trade audiences are small |
| Location | A map pin plus a radius, home and recent residents | Picking towns by name leaves gaps between them |
| Ad sets | One, until the offer is proven | Small budgets split too thin never learn |
| Creative | One video per angle. Three fixed headlines and one fixed description across every ad | So a winning ad means a winning angle |
| Launch | Everything paused until it has been reviewed | Nothing spends by accident |
Solar panels, battery storage and electrical work, run out of Shoreham and covering East and West Sussex. Dan's granddad started the firm over forty years ago, his dad still works on jobs and his brother does solar installs. They are electricians first, which is the point: the wiring behind the system is done to the standard they'd rewire a house to. Twenty two five star Google reviews and no bad ones. They can handle two or three installs a week and are currently doing one or two a month, so there is a lot of room.
Reasonably well off Sussex homeowners who are careful with money. They want energy independence and lower bills, and most have already been put off once by a pushy salesman from a national solar firm.
The towns Dan named on the call were Worthing, Littlehampton, Brighton, Peacehaven, Saltdean and Newhaven.
Roughly ninety percent solar, ten percent battery. The competitor to watch is AllSolarWorks, who run about a dozen Meta ads.
A good third of the 40km circle is the English Channel, and the top of it takes in Crawley and Horsham, which Dan never mentioned. It also happens to overlap the old agency's targeting. This is one of the things we'd like your read on. Tighter and coastal, or wide and let Meta sort it out?
Six finished cuts from the 4 August shoot, exported landscape (LF) and vertical (PV). Plus b-roll, stills and edited photos.
The six cuts are: how solar works all year plus export payments · what solar actually costs plus finance · the Garrett install, 8kW and a Tesla Powerwall · a Sussex homeowner Q and A · payback in seven years · Tony's flat roof job in Shoreham.
| What | Value | State |
|---|---|---|
| Ad account | act_1271348984731854 "Holgate Renewables WBT", GBP | Active |
| Business | 607966834648132 Holgate Electrical Ltd | OK |
| Facebook page | 100334855969318 Holgate Renewables | Shared to us |
| @holgate_electrical | Not shared | |
| Pixel | 1433589724853763 | Old agency's |
| CRM | GoHighLevel Hc91DABej7tECwddDfFf | Built |
| Pipeline | gMpvMxYnO4u8v36UNdAl "Sales (Solar)", 7 stages | Name clash, see below |
| Landing page | Perspective 6a85b3bc52d6fea225edc439 | Draft |
| Page preview | hv-funnel-holgate-renewables.pages.dev | Mockup only |
| Campaign | None built by us | To do |
| Account timezone | Etc/Greenwich, not Europe/London | Check reporting |
The old agency's work is still in there. Two campaigns, "WBT Full Funnel LP" and "WBT Full Funnel LP v2", both set to £30 a day. They are paused at campaign level, but the ad sets and most of the ads underneath are still switched ON. One wrong click starts £30 a day pointed at Horsham. There is also an active lead form on the page, "WBT Solar Installation Form", with zero leads.
Two pipelines with confusingly similar names. "Sales (Solar)" is Dan's real seven stage pipeline. There is also a leftover four stage one called just "Sales". Our automations look for a pipeline named exactly "Sales", so on this account they will find the empty one and Dan's leads will never appear. It needs renaming or deleting, and pipelines can only be deleted by hand in the interface.
| Setting | Value |
|---|---|
| Campaign name | Holgate Renewables, Solar & Battery | Energy Payback Meeting |
| Ad set | Solar & Battery | East & West Sussex 40km |
| Budget | £40 a day at ad set level |
| Location | Brighton, 50.8225 / -0.1372, 40km, home and recent |
| Audience | 18 to 65, all genders, Advantage+ on |
| Placements | Facebook and Instagram |
| Headlines | Free Energy Payback Meeting · Sussex Solar: Know Your Real Payback · Solar & Battery Across East & West Sussex |
| Description | Family-run electricians fitting solar and battery storage across East and West Sussex. 22 five-star reviews, no hard sell. |
The shoot plan originally proposed three geographic ad sets. We collapsed it to one, because £40 split three ways is about £13 each and none of them would leave the learning phase. The scripts are already written in matching blocks, so splitting later is a copy of the ad set with a different pin, not a rebuild.
Everything we learned from the onboarding call and the in person meeting, in one block. Drop it into ChatGPT or Claude before you ask it to write copy, plan angles or critique the setup.
HOLGATE RENEWABLES — CLIENT BRIEF FOR META ADS Prepared by Hunt Visuals, 27 August 2026. Sources: onboarding call 16 Jul 2026, in person meeting 4 Aug 2026, video shoot 4 Aug 2026, plus a live read of the ad account. THE BUSINESS Holgate Electrical & Renewables. Owner: Dan Holgate. Based in Shoreham-by-Sea, West Sussex. Services: solar PV installation, battery storage, general electrical work. Family run. Dan's grandfather founded the firm over 40 years ago. His father still works on jobs and his brother works on solar installs. They are electricians first and solar installers second, so the wiring behind a system is done to full rewire standard. Accreditations: MCS, HIES and NICEIC. Octopus Trusted Partner. Accredited to all leading solar manufacturers. Reputation: 22 five-star Google reviews, no negative reviews. Capacity: can handle 2 to 3 installs a week. Currently doing 1 to 2 a month, so there is significant room to grow. SERVICE AREA East and West Sussex. Priority towns named by the client: Worthing, Littlehampton, Brighton, Peacehaven, Saltdean, Newhaven. Current ad targeting: a pin on Brighton (50.8225, -0.1372) with a 40km radius, home and recent residents. PRICING Installs range £6,000 to £14,000 depending on system size and brand. Minimum package around £5,000, which includes panels, mounting, battery, electrical work, bird protection, DNO certification, building regs and a workmanship warranty. Best margin job: Fox inverter, 6 to 8 panels, 5kW battery storage. Costs about £5,000 to £6,000, roughly £2,000 profit, completed in about 2 days. A Tesla system is about £8,000 (premium brand, larger battery). A Fox inverter is about £2,000 for the same core function. Finance available through Phoenix Financials. The APR has never been confirmed, so never state one. Install time: 1 to 2 days typically, 5 days maximum. Always inside a working week. CUSTOMER OUTCOMES (all figures are estimates from Pylon projections, always keep the word "estimated") Typical saving £100 to £150 a month, up to a 90 to 95 percent cut in electricity cost. Payback in 3 to 7 years depending on system cost. Lifetime saving of £100,000 to £150,000 over 20 to 30 years on an average 3 or 4 bed property. Winter output is about 60 percent of summer. Panels run on UV, not heat or direct sunlight. Real example, Hassocks: 8kW solar, Tesla Powerwall 3 and an EPS system so the house keeps running in a power cut. About £180 a month down to about £20. Estimated payback just over 7 years. Real example, Shoreham: completely flat roof, Van der Valk mounting system so no drilling through the roof covering, 5kW solar and a Fox battery. £151.21 a month down to an estimated £63.39, a 58 percent reduction. Real example: one install completed about 14 months ago has generated £1,450 of total savings, roughly £100 a month. Homeowners can track savings in the manufacturer app with charts and environmental data. TARGET CUSTOMER Reasonably wealthy homeowners in Sussex who are smart with money. Motivated by energy independence, the rising cost of living, environmental values and export tariff income. Usually put off previously by pushy sales tactics from large national solar companies, or overwhelmed by complicated qualification processes. Time wasters to filter out: wanting an install 6 or more months away, poor communication after a quote is sent, not interested in investing in their property. DIFFERENTIATORS Family run with 40+ years of heritage, three generations on the tools. No pushy sales. Consultative and face to face. Electricians first, so the electrical work is done to a higher standard than a typical solar-only installer. Full manufacturer warranties, and the work is covered under the consumer code if the business ever became insolvent. A follow-up visit within about a week of install to confirm the system is performing. Only recommends systems matched to the customer's actual usage. Will not oversell. Dan is installing solar on his own home, so he can speak from direct experience. OBJECTIONS AND MYTHS TO ATTACK IN ADS "Solar doesn't work in winter" — panels still produce about 60 percent of summer output, and they run on UV rather than heat. "It's too expensive" — £5,000 minimum system, payback in 3 to 7 years, £100 to £150 a month saved. "Installation takes ages" — a full system goes in within a working week. "A big national firm will look after me" — poor workmanship and no aftercare is the standard complaint about the large installers. HARD COMPLIANCE RULES, DO NOT BREAK THESE Never state a workmanship warranty length. Dan says 5 years, his own Pylon quote says 2. Unresolved. Never state a finance APR. The Phoenix Financials rate is unconfirmed. Always word savings figures as estimates. The Shoreham job is a 58 percent reduction, £151.21 to £63.39. Dan said 80 percent in a voice note. That figure is wrong. THE OFFER WE ADVERTISE "Free Energy Payback Meeting", sometimes called an Energy Payback Cost Meeting. Deliberately renamed from "free quote" so it does not read like every other solar advert. Dan comes to the house, looks at the roof and the customer's actual usage, and works out their real payback. FIXED AD COPY (identical on every ad, only the video and the opening line change) Headline 1: Free Energy Payback Meeting Headline 2: Sussex Solar: Know Your Real Payback Headline 3: Solar & Battery Across East & West Sussex Description: Family-run electricians fitting solar and battery storage across East and West Sussex. 22 five-star reviews, no hard sell. Closing line appended to every primary text: "Tap below and book a free Energy Payback Meeting. Dan will look at your roof and what you actually use, and tell you the real number." LEAD FORM QUESTIONS AGREED WITH THE CLIENT Why do you want solar? (Reduce my energy bills / Energy independence / Increase my property value / Be more environmentally friendly) When do you want it? (As soon as possible / Within 1 month / 1 to 3 months / 3 to 6 months) Do you own the property? (Yes / No, I'd need to speak to the landlord) Which town or area is the property in? What type of property is it? (house, bungalow, commercial) What type of roof covering does it have? COMPETITORS AllSolarWorks, also trading as AllSparksWorks. Runs roughly 12 Meta ads. adcbrighton.com M.J. Humphrey Ltd on Instagram. CURRENT SETUP Meta ad account act_1271348984731854, GBP, under business Holgate Electrical Ltd (607966834648132). Timezone is Etc/Greenwich, not Europe/London. Facebook page 100334855969318 "Holgate Renewables". No Instagram asset shared, so ads run Facebook branded. Pixel 1433589724853763, inherited from the previous agency. GoHighLevel sub-account Hc91DABej7tECwddDfFf. Real pipeline is "Sales (Solar)" with 7 stages: New Lead, Contacted, In Person Booked, Quote Sent, Follow Up 1, Follow Up 2, Closed. A leftover 4-stage pipeline called "Sales" also exists and needs deleting. A Perspective landing page funnel exists but has never been published. Two legacy campaigns from the previous agency are still in the account, paused at campaign level with their ad sets still switched on, targeting Horsham (29km) and Uckfield (20km). Planned test budget: £40 a day, one ad set, broad 18 to 65, Advantage+ audience, Facebook and Instagram only. FOOTAGE AVAILABLE Six finished video cuts from the 4 August shoot, in landscape and vertical: how solar works all year and export payments; what solar actually costs and finance; the Garrett install with 8kW and a Tesla Powerwall; a Sussex homeowner Q and A; payback in seven years; Tony's flat roof job in Shoreham. Plus b-roll, stills and edited photos.
A carpentry led building firm in Worthing, recently rebranded from RJG. Nine full time carpenters plus a hand picked set of subcontracted trades who turn up on every job, so twenty five to thirty people on site in total. Rob personally runs the project management, the material buying, the design input, the trade coordination and every client conversation from start to finish. Every project gets its own WhatsApp group for updates and photos. Registered as BUILD AND CO GROUP LTD, company number 17014687.
Homeowners who know what they want, can decide, and will not change their mind halfway through. The best of them already have drawings and just need a builder. Rob's own words: if they have got plans and no builder, they need look no further.
Core area is Worthing, Shoreham, Southwick and Hove, stretching out to Saltdean, Burgess Hill and Angmering.
Competitors: Cloud9 dominate Worthing, Roots Construction hold Shoreham and Portslade, and the merged Force One Homes and Sussex County Construction is the real threat, having taken roughly a million pounds of work Rob was close to winning. They take on too much at once and the quality drops, which is the gap.
Note the goal here is two things at once: leads for big extensions, and awareness for the new Build & Co name after the rebrand from RJG.
It reaches further than we assumed. Littlehampton, Arundel, Henfield and Hassocks are all inside, and Brighton sits right on the edge. Rob never named those places. It also puts him in front of the same Brighton and Hove homeowners as his biggest competitors. Tighter to his named towns, or leave it wide?
Seven finished cuts across two shoots, exported landscape (LF) and vertical (PV). Plus drone, b-roll, twelve client supplied project photos and stills.
The seven cuts are: fixed price, fully itemised, no hidden costs · we hold the final payment until you are 100 percent happy · same team on every job, filmed on the live site · full tour of Rob's finished home · this was a bungalow six months ago, now look at it · why move when you can just improve · ask your builder who is actually doing the work.
| What | Value | State |
|---|---|---|
| Ad account | act_1020049057307725 "Build & Co Ads", GBP | Active, card on file |
| Business | 100775665148881 | OK |
| Facebook page | 164572513589349 Build & Co | Shared to us |
| @buildandcogroup | Not visible on the page | |
| Pixel | 1523736356190231 | Created 24 Aug, never fired |
| Campaign | 120253426307810400 Home Extensions | Free Site Survey | Built, paused |
| Ad set | 120253426310170400 Extensions | Worthing 20km, £20 a day | Built, paused |
| Lead form | 1693356555282280 Free Site Survey | Live, zero leads |
| Ads | One placeholder image ad | Swap for video |
| CRM | GoHighLevel LiwFoguujDxPtVAqAe3J | Built |
| Pipeline | sQftLxYOGIQIMfdcvWXI "Sales", 8 stages | Correct |
| Landing page | Perspective 6a8e794c9cc8f469e0065f59 | Published |
| Privacy policy | on the preview site | Rob hasn't signed it off |
| Checkatrade | 9.85 from 155 reviews | URL still says RJG |
Pipeline stages in order: New Lead, Contacted, Drawings Received, In Person Booked, Itemised Quote Sent, Follow Up 1, Follow Up 2, Closed.
The paused campaign is built to use an instant form on the ad. The landing page is published and waiting for traffic. Only one can be right.
If it goes to the landing page, the ad set has to move from lead generation to conversions on a Lead event with pixel 1523736356190231, and the link needs UTMs so the source shows up in the CRM.
| Setting | Value |
|---|---|
| Objective | Leads, optimising for lead generation |
| Destination | Instant form on the ad |
| Budget | £20 a day at ad set level |
| Location | Worthing, 50.8179 / -0.3729, 20km |
| Audience | 18 to 65, Advantage+ on |
| Placements | Facebook and Instagram |
| Headlines | Extending Your Home in Worthing? · Free Site Survey + Fixed Quote · Worthing Extensions Done Right |
| Description | Large home extensions across Worthing, Shoreham, Southwick & Hove. Hands-on builder, same team every job, fixed-price itemised quotes. |
BUILD & CO — CLIENT BRIEF FOR META ADS Prepared by Hunt Visuals, 27 August 2026. Sources: onboarding call 20 Jul 2026, video shoots 29 and 31 Jul 2026, plus a live read of the ad account. THE BUSINESS BUILD AND CO GROUP LTD, company number 17014687, registered at 94 Offington Lane, Worthing BN14 9RP. Owner: Rob Georgeson. Previously traded as RJG, so there is an active rebrand in progress. Mainly a carpentry based company with about 9 full time carpenters, plus a consistent, hand selected team of subcontracted trades (electricians, plumbers, plasterers, roofers) who attend every job. Total workforce on site is 25 to 30 people. Rob personally manages all project management, material sourcing, design input, trade coordination and client communication from start to finish. Uses a WhatsApp group per project for client updates, photos and videos. SERVICE AREA Core area: Worthing, Shoreham, Southwick, Hove. Full radius runs Saltdean to Burgess Hill to Angmering, with Burgess Hill the furthest north. Current ad targeting: a pin on Worthing (50.8179, -0.3729) with a 20km radius. SERVICES AND PRIORITIES Priority work: large home extensions, the bigger the better. Then loft conversions. Also serves property developers (carpentry packages, timber frames), other builders needing capacity, and commercial projects. Pricing is mid to high end, not the cheapest. The justification is full project management by Rob personally, all trades coordinated, delivered on time and on budget. Quotes are fully itemised (foundations, steels, roof structure and so on) so clients can remove line items if needed. Payment terms: £1,200 deposit to book into the diary. Weekly invoices, typically Thursdays. Fixed price quotes. Final payment held until the client is fully satisfied. Guarantees: 6 year structural guarantee, which is a legal requirement. Roofing and electrics guaranteed under the subcontractor terms. Windows come with a 10 year guarantee. Capacity: can currently start a new project within 1 to 2 months. Lead times extend in summer, which is the busiest period. TARGET CUSTOMER A homeowner who knows what they want, can make decisions quickly, and does not continuously change their mind mid build. Trusts Rob to manage and guide the process without excessive interference. Typically already has drawings or plans ready. Rob's words: "if they've got plans and haven't got a builder, they don't need to look any further." Worst fit: indecisive clients who generate pointless calls and emails and try to micromanage decisions Rob is better placed to make. THEIR CUSTOMERS' PAINS Frustration with architects' designs that do not suit their needs or budget. Rob steps in to re-scope and redesign. Fear of being let down by builders. Some clients want to visit finished projects and speak directly to past clients before committing. Concerns about unforeseen costs, for example drains or wells underground. Mitigated by itemised quoting. Anxiety about disruption, including whether they need to move out and for how long. Past bad experiences with other builders. Rob has been called in to fix other firms' work. THEIR CUSTOMERS' GOALS AND DESIRES Extend and transform their home to change how they live. Complete on time, on budget, to an outstanding standard. Increase the value of the property. A stress free build with a trusted team they do not need to micromanage. A builder who is reachable at all times, transparent on cost and timeline, and who becomes part of the family. DIFFERENTIATORS Site visits to finished and in progress projects. Prospective clients can visit past jobs, meet the team on site, and speak directly to previous clients, with or without Rob present. No competitor offers this. Rob's deep technical knowledge across all trades, versus builders who rely entirely on others. The same trusted team on every job, not a revolving door of unknown subcontractors. Real design involvement. Rob works alongside architects and contributes to layout and fixtures. Holds the final payment until the client is fully satisfied. Fixed price, itemised quotes. Checkatrade rating of 9.85 from 155 reviews, although the profile URL still carries the old RJG name. COMPETITORS Cloud9, dominant in Worthing. Roots Construction, strong in the Shoreham and Portslade area. Force One Homes / Sussex County Construction, now merged, and the biggest threat. They have won quotes Rob was close to closing, potentially around £1 million of work in the past year. They take on too many jobs simultaneously and the quality suffers. CASE STUDIES FILMED Project 1, Rob's own client Jade's home. A multi phase, multi year transformation of a single property: full renovation (rewire, replumb, replaster, new kitchen, bathrooms, windows, flooring); a single storey side extension, new porch and double storey timber frame front extension; a full garden overhaul including pool refurbishment and a bar with toilet, shower and changing rooms; and a double storey wraparound extension with a new garage, a one bedroom self contained rentable annex, master bedroom, luxury en suite, dressing room and a gym with a balcony. Plus a full new roof, soffits, fascias and gutters. Rob designed it alongside the architect and selected all the fixtures. Project 2, Seadown School, a special educational needs school. Double storey wraparound extension. Ground floor: medical room, kitchen, staffroom, dining room, toilets. First floor: library and a new classroom. Specialist requirements: acoustic rated rooms, acoustic windows, fireproofing, structural steels, drainage. Six to seven months start to finish and on schedule. Won through a referral from MJB Roofing. AD GOALS Dual goal: brand awareness for the new Build & Co name and identity, plus quality leads for large extensions. The ideal ad outcome is that the audience feels Rob is trustworthy, knowledgeable and the right fit. Rob wants to sell himself through authentic video rather than polished corporate messaging. Priority leads are homeowners who already have drawings or plans and need a builder. Long term ambition is to be booked up a year in advance with larger, longer projects. FAQS THE CLIENT WANTS ANSWERED IN CONTENT How long will the job take? How much will it cost? Are there issues visible before the build starts? Do we need to move out? When do payments need to be made? Is it a fixed price quote? THE OFFER WE ADVERTISE A free site survey. Rob comes out, looks at the project properly and produces a fixed price, itemised quote. Free and no obligation. FIXED AD COPY (identical on every ad, only the video and the opening line change) Headline 1: Extending Your Home in Worthing? Headline 2: Free Site Survey + Fixed Quote Headline 3: Worthing Extensions Done Right Description: Large home extensions across Worthing, Shoreham, Southwick & Hove. Hands-on builder, same team every job, fixed-price itemised quotes. Closing line appended to every primary text: "Tap below to book your free site survey. Rob comes out, looks at your project and gets you a fixed-price, itemised quote. No obligation." LEAD FORM QUESTIONS AS BUILT What are you planning? (Home extension / Loft conversion / Full home renovation / Extension and renovation) Do you have drawings or plans yet? (Yes, plans ready / In progress, with an architect / Not yet, need help with design) How soon are you looking to start? (As soon as possible / Within 3 months / 3 to 6 months) Property postcode. CURRENT SETUP Meta ad account act_1020049057307725, GBP, Europe/London, under business 100775665148881. Card on file. Facebook page 164572513589349 "Build & Co". Instagram @buildandcogroup exists but is not visible as a shared asset, so ads may run Facebook branded. Pixel 1523736356190231, created 24 August, has never fired. Campaign 120253426307810400 "Build & Co, Home Extensions | Free Site Survey", built and paused. One ad set, "Extensions | Worthing 20km", £20 a day, optimising for lead generation with an instant form on the ad, Worthing pin at 20km, 18 to 65, Advantage+ on, Facebook and Instagram only. One placeholder image ad, paused. Lead form 1693356555282280 "Build & Co, Free Site Survey", live with zero leads. GoHighLevel sub-account LiwFoguujDxPtVAqAe3J. Pipeline "Sales" with 8 stages: New Lead, Contacted, Drawings Received, In Person Booked, Itemised Quote Sent, Follow Up 1, Follow Up 2, Closed. A Perspective landing page funnel is built and published, capturing tenure, project type, current stage, timing, postcode, name, email, phone and consent. A privacy policy has been written and hosted but Rob has not signed it off, specifically the 24 month retention period and whether he wants a contact email on it. FOOTAGE AVAILABLE Seven finished video cuts across two shoots, in landscape and vertical: fixed price, fully itemised, no hidden costs; we hold the final payment until you are 100 percent happy; same team on every job, filmed on the live site; a full tour of Rob's finished home; this was a bungalow six months ago, now look at it; why move when you can just improve; ask your builder who is actually doing the work. Plus drone footage, b-roll, stills and twelve client supplied finished project photos. A finished loft conversion photo is the one gap. Loft is one of the four options people pick on the landing page.
Same plumbing for both clients. Worth reading once, because none of it tells you when it breaks.
A missing setting is blank text. A mismatched tag means the automation never fires. An unpublished page means the field mapping is empty. A renamed stage means no lead ever appears. You only find out by sending a real test lead through, which is why we do that every time.
quote-funnel.The Perspective connection creates a contact, not an opportunity. Without step 4 the leads sit in a contacts list the client never opens, and the pipeline stays empty while the ads look like they are working.
Until a Perspective funnel has been published once, the field dropdown only offers email, first name and the UTM parameters. The rest of the schema is created on first publish.
Meta writes the contact's own address into it, so the next ad lead overwrites the project postcode. There is a separate Project Postcode field for that.
The full field mapping, the workflow steps and the end to end test checklist all live in our internal SOP. Say the word and we will send it over, or walk you through it on a call.
Split into jobs in the accounts and things blocked on a person.
| Job | Client | Why it matters |
|---|---|---|
| Archive the old agency's campaigns and lead form | Holgate | Stops £30 a day starting by accident |
| Fix the pipeline name clash | Holgate | Otherwise the leads never reach Dan |
| Publish the landing page | Holgate | Nothing downstream works until it is published |
| Build the campaign | Holgate | Nothing exists yet |
| Decide form or landing page and match the ad set | Both | Currently built one way, pointed the other |
| Upload the finished videos and delete the placeholder | Both | No real creative is live in either account |
| Run a real test lead end to end | Both | Nothing has been proven from click to pipeline |
| Blocker | Who | Effect |
|---|---|---|
| Warranty length, 5 years or 2 | Dan | No warranty claim can go in an ad |
| Finance APR unconfirmed | Dan | No finance claim can go in an ad |
| Confirm the privacy policy page exists | Dan | The form has to link to one |
| Confirm the Google review count is still 22 | Dan | It is used in the copy |
| Sign off the privacy policy | Rob | Retention period and contact email |
| A finished loft conversion photo | Rob | The only landing page card without verified work |
| Share the Instagram asset | Both | Ads run Facebook branded without it |
| Google Drive access | Lloyd | You will need it to open the footage links above |