From first meeting to first results, with real dates.
Every launch gets a plan with eight steps, a date on each one and a name next to it. You’ll always know what’s next, who’s doing it and when.

Your guide here: Marina from Onboarding (AI), AI onboarding guide. Part of Discovery Harbor.

Read the transcript
I'm Marina from Onboarding, Discovery's AI onboarding guide. Every launch gets a plan with real dates. One: we map every account your ads need. Two: your website goes live, on your own address. Three: you connect your accounts in Harbor, a few minutes each. Four: you read the ads and the words, and approve them. Five: we load them, paused. Nothing spends yet. Six: a small test budget goes first. Seven: your ads go live, and new leads land in Harbor. Eight: a week later, a real person goes over the results with you. You decide: raise the spend, or lower it. Eight steps. Real dates. You decide.

Marina from Onboarding (AI)AI onboarding guide
I’ll be with you at every step, and I’ll tell you why each one matters.
Discovery Marketing
Step 1: Integration map
We map every account your ads need and what each one does. You pick your setup in Harbor, which takes about five minutes.


Marina from Onboarding (AI)AI onboarding guide
First we draw the map: which accounts you have, which you need, and who does what.
Discovery Marketing
Step 2: Website live
Your site goes live on your own address, or we connect the one you already have.
Your website, explained

JordanA made-up roofer, for this story
My own address, and I can still edit it?
You
Step 3: Accounts connected
You connect Google, Facebook, Instagram and the rest in Harbor › Get connected. Marina explains each one as you go.


Marina from Onboarding (AI)AI onboarding guide
A few minutes each. If you get stuck, tap “I’m stuck” and our team hears about it.
You
Step 4: Ads and copy approved
Read the ads and the words we wrote. Approve them, or ask for changes.

JordanA made-up roofer, for this story
Nothing goes out without me reading it?
Discovery Marketing
Step 5: Ads loaded, paused
We load the approved ads into your accounts, paused. Nothing spends yet.


Marina from Onboarding (AI)AI onboarding guide
Paused means you can look at everything before a single dollar moves.
Together
Step 6: First ads start
You OK a small test budget, and the first ads start.

Harbor · sample data Together
Step 7: Full launch
We meet, you say go on the full budget, and new leads land in Harbor.

Marina from Onboarding (AI)AI onboarding guide
Launch day. Your ads go live, and new leads land right here in Harbor.
Together
Step 8: First results review
A week later, a real person goes over the results with you, and you raise or lower the spend.
Your results, explained

Andy BedellFounder, Discovery Marketing
I’ll go over the numbers with you myself. Then you decide.
You’ll always know what’s next.
- A date on every stepYour plan shows the next step and its date on Harbor’s Home.
- A name on every stepYou, us, or both, so nobody waits on the wrong person.
- A reason if a date movesIf a date has to change, you hear why, and the new date.
- An “I’m stuck” buttonOn every step. Our team hears about it right away.

Who does what.
AI is just a tool. It organizes; people do the work.
- You
Connect your accounts, approve the ads and the budget, and run your business.
- Discovery Marketing
Builds your site and ads, loads them, watches the budget and meets with you.
- AI helpers
Draft, check and remind. Always labelled (AI). They never decide.

Andy BedellFounder, Discovery Marketing
I’ll give you a date for every step and keep it. If a date moves, you’ll hear why from me.
Book a call with AndyEvery part, explained.
Why it matters, how it works in Harbor, and what to have ready.
Your websiteKeep yours or get a better one, free.
Leads + your CRMEvery lead in one place, with the ad that sent it.
Analytics + Tag ManagerKnow which ads bring people who call and buy.
Google AdsShow up when they search for what you do.
Facebook + InstagramReach customers before they ever search.
BookingCustomers book while you’re on the job.
Getting paidGet paid online, straight to your account.
Your teamGive your team the leads, not your passwords.
Your resultsSee what your ads brought in. Then decide.
Safety + privacyYour accounts stay yours. You approve every change.
Book a call with Andy. Free, 30 minutes.
Bring your questions and your website. Andy will show you Harbor on his phone, tell you honestly whether ads make sense for your business, and give you a date for every step.
Calendar not loading? Open Andy’s calendar in a new tab.
Jordan and her roofing company are made up to show how a launch works; your plan gets your own dates. App screens come from Harbor’s demo with sample data. The painted scenes and films are made with AI, and every AI helper is labelled (AI).