Meeting Purpose
Align on marketing platform access and strategy.
Key Takeaways
Meta Business Portfolio Access:
Established full admin access for the agency by creating a new ad account and assigning all assets (FB, IG), resolving a key blocker.
YouTube Strategy:
Consolidated all public marketing videos onto the main "Rentwell" channel for centralized management and improved exposure.
HubSpot Data Export:
Approved exporting the "Drip Circle Back" list from HubSpot before migration to LeadSimple, enabling a final value-driven email touch and targeted ad campaigns.
Content Production Plan:
Vi will gather raw video content for the next ~15 days; a new VA will be hired in June for editing, using Opus Clip to maximize output.
Topics
Meta Business Portfolio Access
Problem:
Disconnected Facebook and Instagram accounts prevented centralized management and ad campaigns.
Solution:
TJ granted the agency full admin access to the Rentwell Business Portfolio.
Actions:
Created a new ad account: "Rentwell Facebook."
Assigned full control of the Facebook Page and Instagram Account.
Updated Business Info with legal name, address (2B), and EIN (
26465
).
Blocker:
A white screen error prevented in-meeting verification of the Instagram connection.
Resolution:
Amanda successfully verified the connection offline.
Future Access:
Christina will create a "dummy" Facebook profile to gain admin access to the portfolio.
YouTube Channel Strategy
Problem:
Marketing videos on a separate channel ("brewmalt") were not reaching platforms like Zillow.
Solution:
Consolidate all public-facing marketing videos onto the main "Rentwell" YouTube channel.
Rationale:
Centralizes content, enables better organization via playlists, and simplifies distribution.
Access:
TJ will coordinate with Sean Dominski to grant access to the main channel.
Recipient:
[email protected]
Zillow Integration:
Dan will research automated methods (e.g., Zapier) to propagate YouTube videos to Zillow and realtor.com.
HubSpot to LeadSimple Migration
Problem:
The initial plan to migrate only recent owner contacts would lose valuable data from the "Drip Circle Back" list (~1,500 contacts).