Your first step to real results
Why we need access
Getting access is step one. Before we can grow your HVAC business, we have to see what's actually happening across your accounts — what's driving calls, what's wasting money, and where the gaps are. You can't fix what you can't measure, and we don't guess.
Once we're in, our team connects your tracking, ties your rankings to real call data, and builds the reporting that shows you exactly where every lead is coming from — GBP vs. PPC vs. organic. No dashboard tricks. Just calls you can trace back to dollars.
Some of these accounts you'll already have. Others we may need to set up together. The more we can see, the sharper the analysis and the faster we move the needle. Not every item is mandatory, but more data always means better results.
What we need access to
- Facebook — Page, Ad Account, and Business Manager
- CallRail — for call tracking and attribution
- Your CRM
- Google Ads (PPC)
- Google Local Services Ads (LSA)
- Website — admin and hosting
- Google Business Profiles (GBP/GMB)
- YouTube
- Google Drive — a shared folder we both work out of (if you don't have one, we'll set it up together)
- Any peripheral accounts — Yelp, Nextdoor, Angi, etc.
The email to add
Please add hvacgrowthco@gmail.com as the primary access email on everything. That's the account we work out of every day, so keeping it consistent across platforms keeps things clean.
Heads-up on Google Ads (PPC): Some PPC accounts won't let you add a gmail address as an admin right away. If you hit that, go into the allowed-domains section of the account and make sure @gmail is listed there — that clears the way to add us.
The full step-by-step guide
Every platform has its own way of granting access. The complete checklist, with click-by-click instructions for each one, lives here:
Open the Access Checklist Guide (Google Doc)
Per-platform quick guides
Click any platform for exact steps to grant us access:
- Google Ads — 2–5 min
- Google Local Services Ads — 3–5 min
- Google Business Profile — 3–5 min
- CallRail — 2–3 min
- Facebook / Meta Business Suite — 5–10 min
- YouTube — 3–5 min
- Website (WordPress / hosting) — 2–3 min
- Google Drive — 2 min
- Your CRM — varies
- Yelp & peripheral accounts — 2–3 min each
Run into a snag?
If anything's confusing or a platform won't cooperate, grab a time with me directly and we'll sort it out together. If none of the times work, just text me and I'll make something work:
Book a time: https://calendly.com/luke-localservicespotlight
Thanks — getting this done up front is what lets us start delivering fast.
Luke Crowson, HVAC Growth
Credit: we built this checklist using the BlitzMetrics Access Checklist as our reference.