Team Hub

Set Up a New Group · Full Setup SOP

Stand up one private Facebook group that runs as a short, fixed-date workshop, then closes. Work top to bottom. Facebook renames its menus often; if a setting is not where this says, find the closest match on the screen.

This group

Only the name, URL, and tag change per workshop. Tag pattern: mg-<location>-<month><start-day>.

Files we give you

Click each one to download it:

0 · Have ready

A personal Facebook profile (to be admin) and the public Page, facebook.com/ttscontractors.

1 · Create the group

From the Page if you can, so it links to the brand. Name it exactly: Get Chosen: The Texas Contractor Workshop.

2 · Privacy → Private

Required. Never switch to Public later.

3 · Web address + visibility

Set the web address to getchosentexas. Set Visibility to Hidden. Copy the join link and send it back to us so we can point the contractor page and sign-up page at the group.

4 · Description

Paste into the group description, exactly:

FREE TRAINING for licensed contractors running a real business who are paying for shared or purchased leads and want to stop chasing homeowners and get chosen instead.

The five rules for getting a homeowner to pick one contractor by name, before the bidding war starts.

Five short recorded lessons you can watch on your own time. The workshop runs for a limited window, then the group closes.

Hosted by Top Tier Strategies.

5 · Cover + icon

Upload both files we give you: the cover image and the group icon. (These are evergreen, no city and no dates.)

6 · Approval + questions

Turn membership approval ON. Add these 3 questions (the max); mark 1 and 2 Required:

1. Are you a registered/licensed contractor? (Required) — Yes / No
2. What’s the best email to send the workshop materials to? (Required) — write-in
3. Are you currently paying for shared or purchased leads (Angi, Thumbtack, etc.)? — Yes / No / I have in the past

Backup, in case Required does not block a blank: decline any request that skips a required question. Stop approving new members at the end of Day 3, when the ads stop.

7 · Posting

Member posts ON with post approval ON. Comments open on host posts.

8 · Rules

Add these six (Facebook caps rule length, so keep them short):

1. Be respectful. This is a room full of pros.
2. No pitching, promoting, or selling to others.
3. Don’t DM members to sell them anything.
4. Stay on topic; keep posts about the material.
5. This group is open for a short time, then closes.
6. Show up daily so you don’t miss a video.

9 · Group Leads (lead capture)

Already installed and connected. For this group: open the Group Leads button, add this group as a new group, keep the same connection, same account, and same spreadsheet, and change only the tag to mg-tx-jul13. From now on, approve members through the Group Leads button (not Facebook’s plain approve), so everyone is captured with the right tag.

10 · Post and pin before you open

• Schedule post. Type the dates we give you into a normal text post and pin it. Do not use an image with the dates baked in, so it stays easy to update.
• Field guide PDF. Upload the field guide (the lead magnet) and pin it.
• The six rules are already set in Step 8. Feature each workshop video as it drops.

Never open an empty room.

11 · Test before any ads

With a spare account that is not a member: click the join link → answer all questions → approve via the Group Leads button → confirm the name, answers, and email land in the sheet with the right tag → confirm the account sees the pinned posts and can comment. Nothing spends until this passes.

When it ends

Midnight on the final day: block (do not delete) every member, save the posts for review, hand the member list back to the team.