Your Niche
Prepared for
Eliot
Team Group Rentals
Welcome To Your Niche ยท Onboarding Pack

Time to hand
over the
keys.

Everything we need to get started, all in one place. Account access and brand files. Work through the tabs at your own pace and reach out if anything needs clarifying. ๐Ÿซถ

Scroll to begin
01 / Welcome

The fun starts here.

Below is everything we need from you to get going. Work through it in one sitting if you can, or spread it across a couple of days. Either way is completely fine.

โ˜… How To Use This Pack

Click through the tabs.
Work through them at your pace.

Each section walks you through what we need and how to share it. Account access steps include written instructions, and brand and content files can be sent through directly. There is also a final checklist at the end so nothing slips through.

Once we have everything, the strategy build starts in Week 1 and we go live in Week 2.

โ˜… What We're Setting Up
Access we'll need
  • Facebook Page (via Meta Business Manager)
  • Instagram (linked through Meta)
  • Meta Ad Account
โ˜… What We'll Ask For
Brand and content
  • Logo files and brand colours
  • Headshots and team photos
02 / Brand & Photos

Keep it looking like you.

To ensure everything we produce looks and feels like Team Group Rentals, we need your brand files and a good selection of photos. Please send them through directly and we will take it from there.

โ˜… How To Share Your Files

Send everything
through directly.

Please email or message me with your logos, brand files and photos. You are welcome to send what you have now and follow up with anything else as it becomes available. No need to wait until you have everything together.

Send through your files โ†’

What to include

โ˜… Brand Files
Logos & Colours
  • Logo files
  • Brand colours
  • Brand fonts or font files
  • Any brand guidelines document you have
โ˜… People Photos
Faces of the Team
  • Professional headshots of you and the team
  • Candid or behind-the-scenes team shots
  • Awards or recognition moments
03 / Meta Access

Facebook + Instagram.

We will send a partner request to access your Facebook Page and Instagram via Meta Business Manager. This is what allows us to schedule posts, run ad campaigns and pull performance reporting. Follow the steps on desktop or phone, whichever is more convenient.

01 ON YOUR DESKTOP

  1. Switch to your business page
  2. From the left menu, select Professional Dashboard
  3. Scroll down on the left menu and select Page Access
  4. You will find the request under Partner Request. Select Review Request
  5. Select Give Your Niche access to my Page and follow the prompts

02 ON YOUR PHONE

  1. Switch to your business page
  2. Tap your profile photo (bottom right corner)
  3. Select Professional Dashboard
  4. Scroll down to Tools and select Page Access
  5. You will find the request under Business portfolios with access. Select Review Request
  6. Select Give Your Niche access to my Page and follow the prompts
โ˜… Heads Up

If your Instagram isn't
linked to Facebook yet,

head to the Instagram Setup tab next. It walks you through linking the two so we can manage both platforms from one place.

04 / Instagram Setup

Get Insta talking to Facebook.

If your Instagram is already set up as a business account and linked to your Facebook page, you can skip this section. If not, here is how to get sorted in a few minutes.

01 IF YOU DON'T HAVE INSTAGRAM YET

  1. Download the Instagram app on your phone (App Store or Google Play)
  2. Open the app and tap Sign Up
  3. Enter your email address and tap Next (or log in with your Facebook account)
  4. Create a username and password, then fill in your profile (name, bio, profile picture)
  5. Tap Done
  6. Convert your account to a Business account:
    • Go to your profile and tap the three lines at the top right
    • Tap Settings > Account
    • Select Switch to Professional Account and choose Business
    • Fill out the business information (contact details, category, etc.)
  7. Link Instagram to your Facebook Business Page (steps below)

02 LINKING INSTAGRAM TO FACEBOOK

  1. Open your Instagram app and go to your profile
  2. Tap the three lines at the top right, then tap Settings
  3. Tap Account then Linked Accounts
  4. Select Facebook and log in if prompted
  5. Choose the Facebook Business Page you want to connect
  6. Confirm by tapping Yes or OK

Instagram and Facebook will now be connected, making it much easier to manage both from one place.

05 / Meta Ad Account

Setting up your ad account.

We need access to a Meta Ad Account to run your Facebook and Instagram campaigns and report on performance. If you have an existing account we can use it. If not, we will get a fresh one set up. Your ad spend ($500 per campaign, paid directly to Meta) always sits in your own account, in your own name.

โ˜… HOW TO GIVE US ACCESS

  1. Go to Business Settings > Accounts > Ad Accounts
  2. Click Add, then choose:
    • Add an Ad Account if you already have one
    • Create a New Ad Account if you are starting fresh
  3. Once your account is set up, you can give us access
  4. Go to your Business Portfolio > Business Info > Ad Accounts
  5. Select Assign Partner
  6. Enter the Your Niche Business ID: 282397544929480
  7. Turn on Full Control, Manage ad accounts
  8. Select Assign
โ˜… A Note on Ad Spend

Your spend.
Your account. Always.

Your $500 per campaign is billed directly to your Meta ad account. We manage the campaigns on your behalf, but the spend, the data and the account history remain in your name. You retain full ownership regardless of any future changes to our arrangement.

โ†ณ Final Checklist

Tick it off as you go.

Everything in one place. Click each item to tick it off as you work through it. Once everything is done, reply to the email and we will get the strategy build underway.

Account access

Brand & content

โ˜… Any questions?

Get in touch.

If anything is unclear or you are having trouble finding a particular setting, please feel free to reach out. ๐Ÿงก