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How setup works

From first call to first lead.

Here is exactly what happens when a new client joins Paragon, and what you have at the end of each step. Most businesses are live within a few weeks.

  1. 1

    Intro call

    We learn your goals, services and current tools.

    • Which services you want more of, and where your customers come from today.
    • What you already have: a website, ad accounts, a Google Business Profile, tracking.
    • Who on your team will use the desk, and how you like to be reached.
  2. 2

    Accounts and access

    We create or connect your ad accounts, with you as owner.

    • Google Ads, Google Business Profile and call tracking.
    • Meta Business and ad accounts for Facebook and Instagram.
    • You own every account. We work as a manager you can remove at any time.
  3. 3

    Website

    We build or update your site, with lead forms connected.

    • A fast, mobile-first site if you need one, or improvements to the one you have.
    • Contact and booking-request forms that feed your dashboard.
    • Analytics set up so daily traffic reports work from day one.
  4. 4

    Lead capture wiring

    Website forms, Meta lead forms and Google calls flow into your dashboard.

    • Each lead arrives with its source, time and what they asked for.
    • Your team gets an instant alert by email and messaging.
    • Calls from Google ads are tracked, with missed calls flagged.
  5. 5

    Your dashboard

    Team logins with the right roles, and a quick walkthrough.

    • Front office, owner and read-only roles, so people see what they need.
    • Statuses, notes, follow-up reminders and a call-first queue.
    • A short training session, and help whenever you want it.
  6. 6

    Reporting

    Daily traffic and calls, plus a weekly recap.

    • Every morning: yesterday's visits, calls and leads.
    • Every week: the trend, in one short summary.
    • Ad spend shown next to the leads it produced.
  7. 7

    Paragon AIComing soon

    Your own private AI on your own data.

    • Ask questions about leads, traffic and spend in plain language.
    • Follow-ups to new leads, in your voice, with your approval.
    • Only ever sees your data, never another business's.
  8. 8

    Go live and ongoing support

    We stay on after launch.

    • Ads switched on and watched closely in the first weeks.
    • Adjustments as you learn what brings the best customers.
    • One email for anything, any time.

Ready to get started?

Email us with a line about your business. We'll reply with a few questions and a time to talk.