AgentFunnelWorks
Onboarding

Welcome — let's get everything we need to build fast.

Three things and your build can start: (1) the full intake, (2) your brand assets, (3) account access for your package. Most agents finish in about 15 minutes. The more complete this is, the faster you're live — within 1 business day of getting it, we confirm scope and your timeline.

1 · Full intake

Your brand, niche, goal, tools, and compliance details. Jump to it →

2 · Upload assets

Logo, headshot, colors, photos, testimonials. Jump to it →

3 · Grant access

Your brand accounts stay yours; you add AgentFunnelWorks where your plan needs it. Jump to it →

Step 1

Full build intake

This is what I build from. Anything you're unsure of, write "not sure" — don't leave it blank.

Identity & brokerage

Brand & visuals

Contact & service area

Social proof

Domain & hosting

Tools you already use

Don't say no — say "I don't know" if unsure. You'll grant access in Step 3; here just tell me what exists.

Goals & lead magnet

Compliance & constraints

Inspiration & timeline

Sign-off

After you submit, upload your assets (Step 2) and grant access (Step 3) below. This is a landing page + lead capture service — not IDX, not a full website, no lead guarantees.

Step 2

Upload your assets

Send the files so I can brand the page to you. Only your own or properly licensed files, please.

  • Headshot (high-res, recent)
  • Your logo (vector SVG/EPS preferred; PNG ok)
  • Brokerage logo (current version)
  • Brand colors (hex or a screenshot)
  • Photos you own (listing/lifestyle/area)
  • Testimonials (with permission)
  • Lead magnet file (if you have one)
  • Anything you like as a style reference

No upload link yet? Email the files to me directly and I'll organize them. If an asset isn't ready, I can launch with a clean placeholder and swap it on your first monthly update — your call.

Step 3

Grant account access

Here's the split: your domain, your Google/Meta accounts, your CRM, and your Google Sheet stay yours, always. Hosting and the form pipeline are run by AgentFunnelWorks so the guarantees and monthly testing actually apply, and every lead still lands with you. Never send passwords — just add me by email: connor@connorcthomes.com. Below are the exact steps per platform; you only need the ones your plan uses.

Which do I need?  Launch: your domain details + your email (hosting and the form pipeline are managed for you).  Growth: + Google (GA4/Tag/Search Console) + Meta Pixel + your Google Sheet + your CRM (optional).  Dominator: + Mailchimp/Make where used + Google Ads + Meta Ads if you run them (you always own the ad accounts and billing).

Domain / Cloudflare — host the page

If you have a domain, tell me your registrar (Step 1). Create a free Cloudflare account at cloudflare.com, then I'll send a 1-click invite to add me as an Administrator member for the build. You stay the owner.

Web3Forms — the lead email

Create a free key at web3forms.com with your email (this is the never-miss lead email). Paste the access key in your upload/email, or I'll set one up under your email. It's public-safe and domain-restricted.

Google Analytics 4 + Tag Manager + Search Console (Campaign+)

In Google Analytics → Admin → Account/Property Access Management → add connor@connorcthomes.com as Editor. In Tag Manager → Admin → User Management → add me as User/Publish. In Search Console → Settings → Users and permissions → add me. You own all three.

Meta Pixel / Business Manager (Campaign+)

In Meta Business Settings → Partners (or People) → add connor@connorcthomes.com as a Partner/Admin on the Pixel for the build. No need to share your login. You keep ownership of the pixel and data.

Google Sheet (lead CRM) (Campaign+)

Create a Google Sheet for your leads, click Share, add connor@connorcthomes.com as Editor, and paste the sheet link. Your leads write to your sheet.

Mailchimp (Niche+)

In Mailchimp → Account → Settings → Users → Invite a user → add connor@connorcthomes.com as Manager. I'll build the audience + nurture sequence under your account.

Make.com (Niche+, if used)

Create a free Make account; invite me to the team/scenario, or I'll set up the scenario under your account. Used to route form → tag → sheet → notify.

Google Ads + Meta Ads (Full funnel)

Google Ads → Tools → Access & security → add connor@connorcthomes.com as Admin/Standard. Meta Ads → Business Settings → Ad Accounts → assign me as Partner. You own the ad account and the billing — I set campaigns up; nothing launches without your written go.

Confirm what you've granted

Quick checkbox so I know what's ready — submit after you've added me where you can.

Definition of "ready to build." The fastest builds have all of this in hand: full intake submitted · assets uploaded · domain + Web3Forms ready · (Campaign+) GA4/Pixel/Sheet access · (Niche+) Mailchimp access · (Full funnel) ad-account access · compliance footer + broker approval. Missing something? Send what you have — I'll start where I safely can and flag the rest.