Congratulations on bringing a new client into your business! Successful client onboarding is crucial to setting a strong foundation for your agency-client relationship, especially when navigating Meta’s platform and tools. Whether your client is entirely new to working with an agency or transitioning from another, this checklist will streamline the setup process and ensure all essential elements are in place.
Why a Structured Onboarding Process Matters
Effective onboarding builds trust, sets clear expectations, and helps avoid common pitfalls in asset management and billing alignment. For agencies aiming to maximize client success on Meta’s platforms, ensuring a smooth start not only enhances client satisfaction but also showcases your agency’s professionalism and reliability.
Onboarding Essentials for New Client Success
- Set Up and Access Management
- Business Manager Setup: Designate primary admins within your client’s Business Manager. Establish user management policies that define which employees or team members need access to different assets.
- Secure User Access: Assign roles carefully within the client’s Business Manager, providing individual team members the appropriate level of access to assets.
- Ownership and Asset Control
- Establish Asset Ownership: Ensure that the client maintains ownership of essential assets, including pages, ad accounts, and tracking pixels. This protects your client’s investments and sets a foundation for transparency.
- Assign Partner Roles to Agency: Once assets are secured, assign your agency’s team as partners within the client’s Business Manager. This gives your agency the flexibility needed to manage campaigns effectively while maintaining the client’s control over their assets.
- Efficient Asset Sharing
- Share Assets with Agency: Facilitate seamless collaboration by sharing all relevant assets with your agency. This includes pages, ad accounts, and pixels.
- Remove Legacy Access: If the client worked with a previous agency, ensure all former contacts are removed from Business Manager roles to prevent access conflicts and safeguard the client’s business integrity.
- Campaign Continuity
- Share Existing Campaigns: Grant your agency access to previously created campaigns where applicable. This helps maintain continuity and provides insights into past strategies that could influence future planning.
Avoiding Common Business Integrity Issues and Billing Misalignments
By following this onboarding structure, your agency can sidestep common errors related to business integrity, ensure a clear alignment on billing, and demonstrate a commitment to client success. While not all steps apply universally, implementing these best practices reinforces your agency’s expertise and adds value to the client relationship.
If you’re looking to optimize your agency’s onboarding process or streamline asset management on Meta’s platform, we offer tailored consulting services. Our expertise ensures your client relationships start on the right foot, equipping you with strategies for efficient user access, asset security, and billing alignment. Let’s work together to build a seamless onboarding experience that sets your clients—and your agency—up for long-term success.