Five Stone Access

Four accounts,
read only.

Your team has already put a mountain of documents in the shared folder, and that covers the history. What it can't show us is behavior: what people actually do on the site, which clicks turn into registrations, and what each channel really costs per client. That lives in four platforms, and we need to be inside them before we land.

Who to add

Add these people to each account below

Same three addresses everywhere. Read only is all we need, and we will never change a setting, pause a campaign, or touch a budget in your accounts.

chris@businessbldrs.comChris Webster, running the engagement
jay@businessbldrs.comJay Owen, both days on site
autumn@businessbldrs.comAutumn Haga, doing the channel analysis

The four accounts

Each one answers a different question on day one

HubSpot

View only

What it answers: what the database is worth. Ten years of contacts, everyone who registered, and everyone who never did. This is the block on day one about reactivating the people you already paid to reach.

How to add us

Settings, the gear icon, then Users & Teams
Create user, paste the three addresses
Give view access to Contacts, Marketing, Sales and Reports
Leave every edit and delete permission off

Google Analytics

Viewer

What it answers: where the two thirds go. The GA4 property behind fivestonetax.com shows us the drop-off path from landing to registration, screen by screen, which is what the site block on day one is built on.

How to add us

Admin, the gear at bottom left
Under Property, choose Property Access Management
Plus icon, Add users, paste the three addresses
Role Viewer, and please tick "include no cost metrics"

Google Ads

Read only

What it answers: what a client actually costs. Eighteen years of search history, including the campaigns that were switched off. We need the ones that failed as much as the ones that worked.

How to add us

Tools, then Access and security
Plus icon, paste the three addresses
Access level Read only
If there is more than one account under the login, please share all of them

Meta Ads Manager

Analyst

What it answers: whether social can carry awareness year round. Your competitor markets all twelve months and you run a season. Meta is the cheapest place to test that, so we need to see what has already been spent there.

How to add us

Business Settings, then People
Add, paste the three addresses
Assign the ad account with Analyst access
Also assign the Facebook Page if page insights sit separately

Prefer to link at partner level instead? If your team would rather connect our Google Ads manager account or our Meta business account rather than add individual people, say the word and we will send the account IDs the same day. Either route works.

What the lead time buys you

Access by Thursday gives us three working days to pull the numbers apart before we get on a plane. That is the difference between walking in with findings and walking in with questions.

If something takes longer to approve internally, tell us which one and we will work around it. Late access is not a disaster, it just means that block on day one gets thinner.

The agenda for both days is here: five-stone-agenda.pages.dev