Connect, Test & Launch

What you’re doing

Connect the workflow and tracking, finalize the Meta draft and pass the launch checklist.

Why it matters

An end-to-end test catches lost leads, duplicate events and incorrect reminders before paid delivery.

Estimated time

About 2–4 hours, plus any approval or verification waiting time.

What you need before starting

Steps 1–5 complete
Owner, backup and risk cap assigned
Tracker configured
Current brokerage, housing and contact checks

Use these resources

CRM Automation and Connection SOPConnect the tools and prove each event has the correct next action.
90-Day Seller Campaign TrackerTrack actual daily activity and cohort outcomes without double-counting bookings or reschedules.
Meta Campaign Setup ChecklistConnect the completed funnel to a Housing-compatible Meta lead campaign.
Campaign Launch ChecklistVerify the full system before the first advertising dollar is spent.
Seller Campaign Compliance ChecklistReview housing advertising, contact permissions, data use, and brokerage requirements before launch.

Do this

Run the connection SOP tests using clearly marked test records. Verify submission, deduplication, delivery, qualification, booking, reschedule, cancellation, opt-out and outcome handling.
Set the campaign start and reporting dates in the Campaign Tracker. Reconcile one accepted submission and its source/ad ID.
Use the Meta checklist in your signed-in account. Confirm current Housing controls, objective, destination, event, budget and placement previews.
Complete every launch checklist item and record the reviewer. Fix failed tests before activating.
Launch at the approved budget. Record the first paid-delivery date as Campaign Day 1 and watch routing, spend and response handling.

You’re done when

Every end-to-end test passes and failed-send/outage alerts work.
Current account controls and approvals are recorded.
Lead events are deduplicated and CRM outcomes are traceable.
The launch checklist is signed off, ads deliver and Day 1 is recorded.

Don’t do this yet

Do not spend with broken tracking, consent handling, routing or a failed launch test.

Before launch

Confirm Housing settings, brokerage approval, privacy and contact permissions. Verify uncertain requirements with your brokerage or compliance professional. Use the detailed Compliance Checklist above.

Next step

Step 7: Track, Improve & Scale

Jump to another step

Time estimates are planning allowances. Your tools and required reviews may take longer.