E42 Real Estate Onboarding
Welcome aboard. This page is your step-by-step onboarding checklist so we can launch fast and avoid delays.
✅ Please complete everything below and then submit the Final Checklist Form at the end.
How we work
- Slack = communication + approvals + updates
- Drive = all assets in one place (yours + ours)
- Meta Business Manager = ads + tracking + Instagram
- CRM = funnels + automations + pipeline + reporting (90% of execution)
1) Slack Setup (Communication)
Action Checklist
• Install Slack on laptop ( https://slack.com/downloads/windows https://slack.com/downloads/mac )
• Install Slack on phone ( https://slack.com/downloads/android )
• Add up to 3 client team members to Slack (max 3 emails)
📝 What to send in Slack
Send a message in the Slack channel with:
• Team member emails to invite (max 3)
• Who is the main decision maker for approvals
2) Drive Folder Setup (Assets & Deliverables)
Goal: everything stored in one place — no missing files.
✅ Action Checklist
• Open the Drive link pinned in Slack
• Upload the Brand Pack (required)
• Upload the Property/Project Pack (if available)
• Upload any past ads/creatives (optional but helpful)
📁 Upload to Drive — REQUIRED (Brand Pack)
Please upload:
• Logo (PNG + SVG if possible)
• Brand guidelines (PDF or notes): colors / fonts / tone
• Brand assets: icons, patterns, templates (if any)
• Official website + social links document
📁 Upload to Drive — RECOMMENDED (Property/Project Pack)
• Best photos/videos (properties, team, office)
• Brochures / PDFs / floor plans / renders
• Project/listing details (price range, areas, payment plans)
• Testimonials/reviews + permission to use (if available)
3) Meta Business Manager Access (Facebook/Instagram)
Goal: we can launch ads, track results, and scale smoothly.
✅ Action Checklist
• Add E42 as a Partner in Business Manager
• Grant access to:
• Business Manager https://www.facebook.com/business/tools/meta-business-suite
• Ad Account (or permission to create one)
• Pixel
• Facebook Page(s)
• Instagram account
• Confirm who pays ad spend (Client / E42 under your BM)
🔑 Info you’ll need
• E42 Business Manager ID: [ 263916765334999 ]
✅ Strong Recommendation (Avoid Issues Later)
• Verify your Business Manager by submitting your business license to Meta
This reduces scaling restrictions, payment holds, and trust issues with Meta.
📝 What to confirm in Slack
• Business Manager URL or Business ID
• Ad account ID (if exists)
• Pixel name/ID (if exists)
• Who pays ad spend: Client / E42
4) Instagram Setup
Goal: credibility + retargeting + stronger lead trust.
✅ Action Checklist
• Confirm Instagram handle: @__________
• Ensure IG is connected to the correct Business Manager
• Confirm Page(s) are connected (if applicable)
📝 What to send in Slack
• Instagram handle
• Any content restrictions or brand guidelines we must follow
5) Linxio CRM Access (Funnels + Automations)
Goal: this is where the system runs (landing pages, pipeline, email, WhatsApp, reporting).
✅ Action Checklist
• Create your CRM login using the link below
• Add the main team member(s) who will manage leads (1–3 users)
• Confirm the correct timezone and business details
🔗 CRM Registration Link: https://signup.linxio.io/signup-linxio-wa-139
What happens inside the CRM
• Landing pages + forms
• Pipeline stages + lead scoring
• Email nurturing + follow-up
• WhatsApp automation
• Optional AI calls (if included)
• Reporting & tracking
6) WhatsApp Setup (Templates + Automations)
Goal: instant follow-up and qualification = higher close rate.
✅ Action Checklist
• Confirm which phone number will be used for WhatsApp:
• Existing business number: __________
• New number needed (we set it up): Yes / No
• Confirm who approves WhatsApp message templates
Important Notes
• WhatsApp templates have a small cost (varies by region; typical ~$0.03/template).
• Replies inside the conversation window are usually free.
Business Verification Note (If urgent launch)
If your Business Manager isn’t verified yet, we can connect WhatsApp under our verified BM to launch faster, then migrate once your verification is completed.
7) Domain / Subdomain Connection (Critical)
Goal: landing pages live on your brand domain for higher trust & conversion.
✅ Action Checklist
• Create a subdomain (recommended): go.yourdomain.com
• Connect the subdomain to the CRM
🚫 Do NOT connect your main domain (yourdomain.com)
✅ Only connect a subdomain (example: go.yourdomain.com)
📝 What to send in Slack
• Domain provider (GoDaddy / Namecheap / Cloudflare / etc.)
• Who will connect it (you / webmaster)
• Subdomain chosen: go.__________.com
8) Lead Handling Rules (So Leads Don’t Get Lost)
Goal: lead routing + fast response = more deals.
✅ Action Checklist
• Who receives leads? (names + phones/emails)
• Routing rule:
• Round robin
• By language
• By project
• One main closer
• Response time target (SLA): ___ minutes
• Booking link(s) or viewing scheduling process
📝 What to send in Slack
• Names + contact details for the receiving agents
• Languages your team can handle (EN/AR/RU/FR etc.)
Final Checklist
In the form, you will confirm:
• Slack ready (apps installed + team invited)
• Drive uploaded (Brand Pack + Project Pack)
• Meta access granted (BM + Ad Account + Pixel + Page + IG)
• Business verification status (Yes/No/In progress)
• CRM login created (yes/no + main user email)
• WhatsApp number selected + approver identified
• Subdomain created + connected (go.yourdomain.com)
• Lead routing rules confirmed (agents + SLA + booking link)
If anything is not completed, the form includes a section:
• “I need help with: ____” so we can assist immediately.