Stonebrook Financial

stonebrook · 11 pages · 7 numbers

Overview Pulse What's in the Stak Activity Onboarding Record

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Their Stak has a short list of questions only they can answer. Answer what you already know, then send them the Dot link to answer by voice, or walk them through it on a call.

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Send the welcome notecopy it, send it from your email

One date, two asks. Adjust it and send it from your own email today. Nothing is sent from here.

Copy it, adjust it, send it from your own email today. Nothing is sent from here.

Hi Helen,

Welcome aboard. Here is what the next few weeks look like with Marchwell Creative.

By October 18 you will have seen the first real piece of work from us.

Two things we need from you to get there:

1. Access to your accounts. You will get one message listing exactly which ones and how to grant each — it is granting us a role, never sharing a password.
2. One conversation, about thirty minutes, where we walk you through what we found about your business and confirm a short list of facts before anything goes out under your name.

Everything we confirm lives in one place the whole team works from, so you will not be asked the same question twice.

Marcus Lyle

Name their account managerMarcus Lyle

Ask for their logins3 to get

Still to get: Meta Business Manager (Facebook and Instagram), Email or SMS platform, LinkedIn page. The welcome note tells them it's coming. Track each one in the access checklist below.

Details

TermsThe agreementsigned 10/04/26

Signed10/04/26 · starts 10/04/26 In scopeSocial media content, SEO and content, Email and SMS, Monthly reporting Not in scopeNot written down — do it before the first scope question. ApprovalsDoes not need to approve every piece. Helen Arkwright. Turnaround two business days. Term12 months · 30 days notice Signed copyLink not recorded ContactHelen Arkwright · helen@stonebrookfinancial.example · prefers email

AccessAccess checklist3 still open

Nothing in onboarding waits on this, but the logins gate every measurable thing you do, so keep it honest. Access is granted to a role account your agency owns — an access@ address, never a person's own login — and it counts only when tested. An invite that was sent is not access. Everything the agreement needs is pre-set from the services in scope; mark the rest not needed.

Platform · what tested means	Status	Held by	Date
Google Business ProfileThe profile shows in your Business Profile manager and you can edit it as a Manager.
Meta Business Manager (Facebook and Instagram)The pages and the ad account show inside your agency's Business Manager as partner assets. Not a shared login.
Google AdsThe account appears under your manager account and you can open it.
Google Analytics (GA4)The property shows in your Analytics account with Editor access.
Google Tag ManagerYou can open the container and you have Publish rights.
Google Search ConsoleThe property is listed under your account as a Full user.
Website adminYou can sign in and make a change on a test page, then undo it.
HostingYou know where the site is hosted, who holds the login, and you have reached them once.
Domain registrarYou know where the domain lives and when it renews.
Email or SMS platformYou can sign in and see the list size.
Tracking pixelA test event from the live site shows up in Events Manager.
Review sitesYou can reply to a review as the business.
LinkedIn pageYou are a Page admin.

NoteFirst winnot noted

The first real piece of work, produced through the Stak, in the client's hands. Worth writing down: the best first win is the thing public reality got wrong that you fixed in a week.

AgendaIf you run it as a meeting40 minutes

Open access itemsStill open: Meta Business Manager (Facebook and Instagram), Email or SMS platform, LinkedIn page. Clear them on the call or name who will, by when.
5 min
What we foundThe findings from the research pass: what public reality says, where it contradicts what we were told, the quick wins it names. Findings first, questions second.
10 min
Your numbersRead every number in circulation back. The client picks the ones they stand behind. Tick 'numbers confirmed' when done.
5 min
Goals, in their wordsWhat month one looks like if it goes well. Write the sentence down verbatim — it is one of the questions.
5 min
Approvals and turnaroundOn file: Helen Arkwright, two business days. Confirm the approver, the turnaround, and what happens when an approval is late.
5 min
The first winName the first thing they will see from you, and when.
5 min
Their questionsWhatever is left. Then file the answers from the Questions tab within a day.
5 min

All clients How onboarding works Ask Claude what's next

10/08/26 · moved to Questions · dana@marchwellcreative.com
10/08/26 · built Stak approved · dana@marchwellcreative.com
10/06/26 · Stak built · dana@marchwellcreative.com
10/04/26 · created · dana@marchwellcreative.com