Speed Launch · Operations Manual

The kickoff Zoom, your build workflow, and the kill switch

Ava's playbook · read before every trial

The model in one page

Everything you build for a Speed Launch client lives on YOUR infrastructure. Your Meta Business Manager, your ad account, your Zuops sub-account, your landing page, your Zuops phone number, your creative. The client's only real Meta asset in the loop is their Facebook Page, which they grant you Partner access to so the ads run branded as their business.

Why this matters

Because you own the whole stack, you never have to log into their Meta account. You never touch their billing. You never need their password. And when a trial ends without conversion, the kill switch is trivial · you turn things off on your side and revoke Page access. Clean exit, no fights.

The three assets they grant you (and nothing else)

  1. Facebook Page Partner access · so ads run under their brand name, not "Avalanche"
  2. Leads Access permission · so lead form submissions flow into Zuops instead of dying in their FB inbox
  3. Instagram account link (if applicable) · so ads can run on IG placements too

That's it. No ad account access. No billing access. No pixel access (you install a fresh one on the LP you build). No admin roles on their Business Manager.

Key term reference

  • BM · Meta Business Manager (business.facebook.com). The central dashboard for pages, ad accounts, pixels, and partner access.
  • LP · Landing page. The page prospects hit after clicking the ad.
  • Partner access · Grants another BM permission to work on your assets without giving them ownership. Reversible at any time.
  • Zuops sub-account · The CRM environment where leads land, conversations happen, and calendar bookings live.
  • Zuops AI · The built-in AI auto-reply, auto-nurture, and appointment booker that comes free with every Zuops sub-account. This is what powers Speed Launch conversations.

⚠️ Speed Launch uses Zuops AI, NOT AIVY

This is the single most important distinction to keep straight. Speed Launch trials run on Zuops with its built-in AI · which handles first-message reply, auto-nurture sequences, appointment booking, and reminders out of the box. It's free with the sub-account and configurable in about 15 minutes.

AIVY is a 14-day custom build that lives on top of GHL, spans 7 channels with cross-channel memory, and is only included on Standard + AIVY and Premium tiers. It cannot be included in Speed Launch · the trial IS 14 days, which is exactly the AIVY build window. If a Speed Launch client asks about AIVY, the answer is: "AIVY is part of the Growth conversation on Day 14 · during the trial we use our CRM's built-in AI which is already booking appointments for you."

1 · The Kickoff Zoom · Live Meta Access

The kickoff Zoom is a 60 to 75 minute call that happens the same day payment lands (or first business day after). It has three phases:

  1. Business intel deep-dive (15 min) · you learn their offer, service area, qualification criteria
  2. Live Meta access grant (15-20 min) · this is the critical part
  3. Expectations & what happens next (10 min) · when ads go live, what they'll see, how to reach you

The reason you do access LIVE on the Zoom is because 90% of Day 2 delays are because the client "will do it later" and doesn't. If you don't finish access on this call, ads don't go live tomorrow.

⚠️ Non-negotiable rule

Do not end the Zoom until Facebook Page Partner access is granted. If they can't find their password or their page isn't claimed, you STAY ON THE CALL and troubleshoot. This is not a "we'll circle back" moment. Every hour of delay eats into their 14-day trial and hurts their conversion odds.

Before the call · what you send them

24 hours before the Zoom, send a prep email with three things:

1

The intake form link

Business basics, service area zip codes, average job value, offer wording, qualification criteria. If they fill this before the call, the intel portion drops from 15 min to 5 min.

2

Login prep checklist

Tell them EXACTLY what to have ready:

  • Their Facebook Page login (or the personal FB account that admins the page)
  • Their business logo file
  • 3-5 photos of their team, trucks, or completed jobs
  • A device with a camera (for screen share)
3

Your Business Manager ID

Include Avalanche's BM ID in the email so if they want to add you before the call, they can. Format: "When we're on the Zoom, I'll walk you through adding Avalanche's Business Manager as a partner on your Facebook Page. Our BM ID is [YOUR-BM-ID-HERE]."

Find it business.facebook.com → Settings → Business Info → top left shows your Business Manager ID (looks like a long number)

During the call · the live access flow

Phase: Business intel (first 15 min). Walk through the intake, ask any missing questions, confirm qualification criteria. Get to know their business enough to configure Zuops' AI auto-reply and nurture sequence.

Phase: Meta access grant. Here's the exact sequence · say it out loud, share your own screen first to demo, then have them share theirs.

Okay so this next part takes about ten minutes and we do it together so nothing goes wrong. Can you share your screen? I'll walk you through exactly where to click, and by the end of this I'll have what I need to launch ads tomorrow morning.

Step-by-step (what to guide them through)

1

Open business.facebook.com

Have them log in with the account that admins their Facebook Page. If they don't have a Meta Business Manager yet (many small contractors don't), they'll be prompted to create one · takes 90 seconds. Name it their business name. Done.

2

Add their Facebook Page to their BM (if not already there)

In Business Manager → Settings (gear icon, bottom left) → Business AssetsPagesAddAdd a Page. They type in their page name or URL. Meta may require a confirmation step from their personal Facebook account.

What they'll see A left-hand menu with "Business Assets" · click Pages · blue "Add" button top right · dropdown with "Add a Page" / "Request Access to a Page" / "Create a New Page" · they pick "Add a Page"
3

Grant Avalanche Partner access to their Page

In Business Manager → SettingsUsersPartnersAdd"Give a partner access to your assets". Enter Avalanche's BM ID (the one you sent in prep email). Meta asks which asset to share access to · they pick their Facebook Page. Set permissions to "Manage Page" and "Ads Permissions" (both toggled on). Click Save.

What they'll see A form asking for the partner's Business Manager ID · they paste your ID · a checklist of assets to share · they select their Page · a list of permission toggles · they enable Manage Page + Ads · click Save Changes
4

Grant Leads Access

This is the one people miss and then wonder why leads aren't flowing. In Business Manager → All Tools (nine dots menu) → Leads Access (or search "Leads Access" in the top search bar) → find their Page → assign your Avalanche BM as an authorized partner for leads on that Page.

Critical Without this step, form submissions from your lead ads will pile up inside the client's Facebook Page and never reach Zuops. This is a silent failure · you won't get an error, leads just don't come through.

5

Connect Instagram (optional but recommended)

If they have an Instagram business account, in Business Manager → Business AssetsInstagram AccountsAdd. Then repeat the Partner access flow so Avalanche can run ads on IG placements too. Skips if they don't have IG · not a dealbreaker.

6

Confirm access from your side

Open your OWN Business Manager in another tab (or after the call). Go to Partners section · verify their business appears · verify you see their Page in your assets list. If yes, you're good. If no, walk back through Step 3 with them still on the call.

✅ Access checkpoint

Before ending the Zoom, confirm all three checkboxes yourself: (1) Their Page shows in your BM's shared assets. (2) You have Ads permission (test by trying to create a draft ad · you don't have to publish it). (3) Leads Access is granted for their Page. All three green? End the call. Any red? Fix now.

Phase 3 · Set expectations before hanging up

Last 10 min of the call. This is what stops "where are my leads?!" panic texts on Day 2.

Any questions? Cool. I'll send the recap email in the next hour with your Zuops login and everything we discussed. Ads live by tomorrow evening. Talk soon.

2 · Running Everything On Your End

Here's what's on YOUR side vs THEIR side of the Speed Launch build. This is what makes the kill switch work later · everything on the left is yours to control.

🏠 On YOUR side

  • Meta Business Manager (Avalanche's)
  • Ad account (yours)
  • Meta Pixel (installed on your LP)
  • Landing page (built by you, hosted by you)
  • Ad creative (yours, reusable)
  • Zuops sub-account (spun up for them)
  • Zuops phone number (from your pool, client's area code)
  • Zuops AI auto-reply + nurture (free with sub-account)
  • Calendar integration
  • Lead data (initially routed to your Zuops)

🏢 On THEIR side

  • Their Facebook Page (they own it)
  • Their Instagram account (if applicable)
  • Their calendar (where you book appointments)
  • Their business info (offer, pricing, service area)
  • Their branding assets (logo, photos)
  • Their credit card for ad spend (see billing note below)

💳 Ad spend billing · you need to decide this

Two clean options:

  • Option A · Client pre-pays you the ad spend. You charge them $250-500 upfront for trial ad spend on top of the $497 setup. You use YOUR card on YOUR ad account. Cleanest, no billing headaches, but higher friction at the sale.
  • Option B · Client's card goes on your ad account. During the Zoom, they add their credit card as the payment method on your ad account (Meta lets you do this). You set a hard spend cap so they can't get surprised. When the trial ends, you remove their card from your ad account. More seamless for the client, slightly more mechanical work for you.

My recommendation: Option A for Speed Launch (the $497 is a smaller commitment, easier to bundle ad spend into a "trial package price"), Option B for Growth (bigger monthly ad spend, cleaner if it's on their card).

📞 The Zuops phone number · how it works

Every client gets a fresh phone number bought inside Zuops, assigned to their sub-account. Not your personal number. Not their real business number. A dedicated Zuops-provisioned number in their local area code (a Long Island contractor gets a 631 or 516 number · never a random area code · converts way better).

Why this setup:

  • All lead conversations live in Zuops. Every text, every call, every AI exchange is captured in the CRM · not lost in the client's personal phone. This is what gives you the data for the Day 14 conversion pitch.
  • The client's real number stays clean. Their actual business line never enters the funnel. No forwarding to set up on their end, no integrations to touch.
  • Kill switch is trivial. When the trial ends, you just update the voicemail on the Zuops number. Nothing changes on the client's actual phone.
  • Fast reactivation. If they come back within 14 days, the same number is still parked in your inventory · everything turns back on instantly.

Inventory tip: Keep 10-15 numbers active in your Zuops pool at any time (across the area codes you commonly serve). That way a new Speed Launch can go live same-day without waiting on Zuops number provisioning. Numbers are only a couple bucks each · cheap insurance against delay.

Day 1 build sequence · hour by hour

Assume kickoff Zoom is at 11am. Here's the rest of your Day 1.

11am · 12:15pm

Kickoff Zoom. Intake, Meta access grant, expectations set. Access confirmed before hanging up.

12:15 · 1pm

Post-call notes + Zuops sub-account. Spin up a new sub-account in Zuops for the client. Import their intake data. Buy or assign a fresh Zuops phone number in the client's local area code. Send them Zuops login credentials via email.

1pm · 3pm

Landing page build. Pull the vertical template from your library (Water Treatment / HVAC / Roofing / Gutter / etc). Swap in their logo, photos, service area copy, offer wording. Install Meta Pixel. Publish to a subdomain of avalancheacquisitions.com (like [clientname].avalancheacquisitions.com) or a dedicated domain if they have one.

3pm · 5pm

Meta campaign build. In your ad account: create Lead Gen campaign, targeting client's service area zip codes, run branded as their Facebook Page, pull creative from vertical library (usually 4 variants), point to the LP you just built. Set daily budget (typically $30-60/day for trial). Add tracking. Publish to Meta review.

5pm · 6pm

End-to-end test. Submit a test lead through the LP or Smart Form. Verify it lands in Zuops. Verify Zuops AI auto-reply fires. Verify the calendar/arrival window booking works. Verify SMS notifications hit the client's phone. If anything breaks, fix it.

6pm

Send "You're live" email to client. "Everything is built and submitted to Meta for review. Ads will be live within 24 hours. First leads typically arrive within 24-48 hours after that. Your Zuops dashboard is [link]. I'll check in on Day 3."

Days 2 through 13 · monitoring rhythm

Day What you do What client sees
Day 2 Confirm ads passed Meta review, went live. Monitor early metrics. First impressions rolling in. Maybe first lead.
Day 3 Check-in text: "Ads have been live 24hrs, seeing X impressions and Y leads. On track." Feels informed. Reassured we're paying attention.
Days 4-6 Monitor daily. Kill underperforming ad variants. Let Meta learn. Leads trickling in. Zuops AI booking appointments.
Day 7 Midpoint report: "Week 1 recap · X leads, Y appointments booked, ad spend $Z, cost per lead $A." Sees real numbers. Starts feeling the ROI.
Days 8-11 Continue monitoring. Note any qualification issues to address on conversion call. Running appointments from booked leads.
Day 12 Chris preps for conversion call. Reviews client's dashboard data. Nothing new · normal flow.
Day 13 Chris sends: "Your trial wraps in 2 days · let's talk about what's next. Grab a time here: [link]." Gets the conversion call invite.
Day 14 Chris runs conversion call. Two outcomes: they sign Growth, or the kill switch fires tomorrow. Makes the decision.

🎯 The whole point of running it on your side

The client should feel like magic is happening. They should never touch Meta, never see the ad account, never worry about the pixel, never manage a budget. Their entire experience is: "Text pings, appointment shows up on my calendar, I run the estimate." That's it. If they ever ask you a technical question about Meta, your answer is "don't worry about it, that's on our side."

3 · The Kill Switch Protocol

Kill switch fires Day 15, 8am, if the conversion call on Day 14 didn't result in a signed Growth agreement. You have 8 assets to shut down, one communication sequence to send, and one reactivation funnel to set up.

⚠️ Before you fire the kill switch

Confirm with Chris that the conversion call actually happened and the answer was a real "no" (or a no-show). Do not fire the kill switch on someone who's still thinking about it or asked for 48 more hours. In that case, extend the trial by up to 3 days at your discretion and reschedule the close.

The 8-asset shutdown checklist

Communication sequence

Day 15 · 8am

Kill switch activates. All 8 items above completed within the first hour.

Day 15 · 12pm

Send exit email with lead export attached.

Hey [Name] · your Speed Launch trial wrapped yesterday. As promised, no strings attached · your ads have been paused and I've attached the [X] leads we generated for you during the trial. They're yours. If you change your mind and want to keep the leads flowing, just reply to this email and I can have everything back live in 24 hours. Otherwise, best of luck out there. · Ava
Day 30

Reactivation touch 1. Short check-in. "How are the leads from the trial working out? Booked any of them yet?" No pitch · just curiosity. Opens the door.

Day 60

Reactivation touch 2. Case study or social proof. "Just closed out a big month with [similar vertical] client · thought of you. Here's what we did." Soft pitch.

Day 90

Reactivation touch 3. Direct offer. "Been 90 days · leads probably dried up. Want to restart? I'll waive the setup fee if you sign this week." Hard pitch, discount incentive.

💰 The reactivation math

Industry data suggests 15-25% of dead trials reactivate within 90 days with the right drip. At 10 trials/month with a 40% immediate conversion rate, that's 6 dead trials/month. 15-25% reactivation = 1 to 1.5 extra clients/month you would've written off. At $997 Standard MRR, that's $1,000-$1,500/mo in reactivation revenue that comes from having a kill switch protocol, not from having no exit at all.

What NOT to do

Grace period question · decide this now

What happens if they reach out on Day 16 or Day 20 saying "wait, I want to keep going"?

Recommended policy

No formal grace period · but if they reach out within 14 days, quietly turn everything back on with a paid setup fee ($497 Standard or $1,497 Premium). Don't advertise this. If you advertise it, it becomes "well I'll just wait a week." If they just find out organically that they can come back, it feels generous · and you still get paid.

Troubleshooting · the 5 things that will go wrong

1

Client's Facebook Page isn't claimed

Some contractors have a page that Facebook auto-generated from business listings but they never claimed. Symptoms: they can see the page exists but can't add it to their BM.

Fix on the call: Walk them through page claim process (facebook.com/pages/create → "Claim a Page"). Requires proof of business ownership (utility bill or business license). Can take 24-48 hours for Meta to verify. If this happens, extend the trial start date to when access is granted · don't count the delay against them.

2

Client doesn't have (or can't find) their Facebook password

Very common with older business owners who set up the page years ago and forgot.

Fix on the call: Do password recovery live via email or phone number. If both are dead, they may need to go through Meta's "prove you own this account" flow, which takes 24-72 hours. Same as above · extend the trial start date.

3

Meta rejects your ad

Common in trade services with "before/after" creative (violates personal attributes policy) or claims like "guaranteed leads."

Fix: Have 2-3 backup creative variants ready per vertical. If one rejects, swap in a compliant version within 2 hours. Never use "guarantee" or "results" language in ad copy · save that for landing page.

4

Leads not showing up in Zuops

99% of the time this is because Leads Access wasn't granted properly. See Step 4 of the Kickoff Zoom.

Fix: Go back to Meta Business Manager → Leads Access → verify Avalanche is an authorized partner for the client's Page. If not, have client re-grant. If yes, check Zuops webhook configuration.

5

Client tries to log into your Meta or ad account

Rare but happens if a client gets antsy and wants to "see the numbers themselves."

Fix: Reframe. "Nothing is running on your Meta account · we run it from our infrastructure so you don't have to touch anything. Here's your Zuops dashboard which shows all the lead data in real time · that's your view into what's happening." Redirect them to Zuops. Never grant them access to your ad account or BM.

· · ·

Ava's Speed Launch Ops Manual · v1 · Update as procedures evolve