Agency enablement
Agency one-pager
Roster + Recovery + pay-link packaging for leadership and media buyers.
Internal alignment before partner pitch
Why offer restriction recovery
Agencies lose retainers when clients forward empty Events Manager screenshots. Restriction is not a creative problem. New pixel / new ad account / new domain often fail because the limit rides the domain.
| Improves | How |
|---|---|
| Optimization signal | Lead / Schedule usable again in Meta |
| Reporting confidence | Dashboard matches front desk / CRM |
| Retention | Stop defending “0 leads” while the phone rings |
| Billable clarity | Diagnosis → recovery → verify — not endless reset invoices |
Without a Plan A for Meta data sharing restrictions, we cannot defend performance on restricted lead-gen accounts. Another pixel on the same domain is not a strategy.
Packaging (live)
| Piece | What it is |
|---|---|
| What | Server-side recovery for lead-gen hit by Meta data sharing restrictions (Core Setup / standard events / full domain) |
| Who operates | Agency — Clerk org, sites, ops (multi-site live) |
| Who pays | Preferred: clinic via client pay link (/pay/{token} from Billing) |
| Site one | Close Recovery at $297/mo list → verify usable events → expand |
| Roster ladder | Growth $597 · Scale $1,497 when capacity / site count needs it |
| Connections | Meta, TikTok, X, Snapchat, Google Ads, Microsoft Ads, Pinterest, GA4 (common stacks in-app; call for messy depth) |
Pay-link line to client: We operate the tracking recovery. You fund the subscription because you feel the wasted ad spend. Secure pay link — no card shared with us.
Pay link / trial vs Book a Call
| Situation | Next step |
|---|---|
| Restriction depth clear; clinic ready to fund | Client pay link and/or Start 7-day trial → /signup |
| Core Setup vs standard events vs full domain unclear | Book a Call (stack-check) |
| Failed resets pile (pixel / account / domain / CAPI) | Book a Call, then pay link after depth is named |
| Owner needs plain-language diagnosis first | Book a Call; keep Events Manager jargon off the owner |
| Formal guarantee asked | Do not claim — guarantee is not live |
Rule: Trial / pay link when the path is clear. Book a Call when depth, resets, or owner language is the blocker.
Toolkit
- Start 7-day trial — primary when path is clear
- Book a Call — messy depth / owner diagnosis
- Client pay link — Dashboard Billing →
/pay/{token} - Tracking Audit — pre-sales frame, not “you’re fixed”
- Case studies — real pages only
- Agency pitch template — full discovery + close
Confirm restriction depth → Recovery at list (client pays via pay link or starts trial) → set up → verify Lead / Schedule usable again. Appeals can run in parallel — they are Plan B.
Do not say
- “Signal recovery” product title — banned framing
- Bypass Meta / backup-domain — compliance
- Formal guarantee as live — not live
- Ad Spend Calculator — not in product — dollarize on the call
- Gateway / Hyros / cannabis / invented quotes — wrong battlefield or policy
Next step
Start Recovery when the path is clear. Book a Call when restriction depth is messy. Agencies: send the client pay link so the clinic funds Stripe while you keep the org.