What you will set up in this module
- Facebook Business Manager (correct structure)
- Ad Account properly set up under Business Manager
- How to use Instant Forms (Lead Forms) — no website needed
- The exact offer structure that converts for roofers without needing a landing page
Key advantage: You do not need to create or pay for a landing page. The secret is inside the offer structure and how we use Instant Forms + Messenger. This alone saves most roofers hundreds of dollars.
Step 1 — Create / Clean your Business Manager
- Go to business.facebook.com
- Create a new Business Manager if you don’t have one (or clean an existing messy one)
- Add only the people who need access (yourself + maybe one VA)
- Claim your Facebook Page and Ad Account under this Business Manager
- Never run ads from a personal ad account long-term
Step 2 — Set up Instant Forms (Lead Forms) correctly
We use Facebook Instant Forms (Lead Forms). No website. No Pixel required for this system.
- When creating your ad, choose “Instant Form” as the destination
- Use the high-converting form structure taught in this course (short + clear questions)
- Always include a strong headline + subheadline that matches your ad creative
- Add a clear privacy policy link (required by Meta)
- Enable “Higher Intent” form type when possible
- Test the form preview before launching
Step 3 — The Exact Offer Structure (No Landing Page Needed)
This is the core secret of the system. High-converting roofing offers that work with Instant Forms or Messenger:
- Free Roof Inspection (most common, easiest to convert)
- Free Gutter Clean with any restoration
- $500–$2,000 Off Roof Restoration (time-limited)
- “We Pay You $500 if we can’t beat the big company quote”
- Emergency Leak Repair – Same Day Response
Primary CTA: “Get Your Free Inspection / Quote Today” → Instant Form or Messenger.
Do not skip this module. Almost every failed campaign starts with a messy Business Manager or wrong Instant Form setup. Do it once, correctly.
What “done” looks like
- Business Manager is clean and only has necessary assets
- Ad Account is correctly claimed under the Business Manager
- You know how to create Instant Forms (Lead Forms)
- You have chosen your main converting offer
- You know you will use Instant Form or Messenger (no landing page and no Pixel required)