Use cases

How Agencies Use ClientInvite

Every engagement starts the same way: you need access to accounts your client owns, and they need to hand it over without giving you a password. What changes is which assets you are chasing and where it tends to stall.

Six common setups below, each with the blocker it removes and the assets a single request covers.

Client onboarding for marketing agencies

The whole roster, one link

The blocker

Your client cannot find their Business Manager ID, and the kickoff slips a week while you explain where it lives.

ClientInvite replaces that with one branded link. The client clicks, approves, and the assets land in your Business Manager.

What you request

Meta ad accountFacebook PageGoogle AdsAnalyticsShopifyLinkedIn

All of it in a single approval the client finishes in under a minute, with no sign-up on their side.

Client onboarding for PPC agencies

Spend starts on day one

The blocker

You cannot place a single dollar until the ad account lands, so every day of handover is budget not working.

ClientInvite requests the ad account, the page and the pixel together, in one link the client approves in a minute.

What you request

Meta ad accountPixelProduct catalogGoogle AdsMerchant Center

All of it in a single approval the client finishes in under a minute, with no sign-up on their side.

Client onboarding for SEO agencies

Audit with real data

The blocker

The person who verified Search Console left two years ago and nobody knows the login.

ClientInvite requests every Google property you need in one link, approved by whoever currently holds the account.

What you request

Search ConsoleAnalyticsTag ManagerBusiness Profile

All of it in a single approval the client finishes in under a minute, with no sign-up on their side.

Client onboarding for ecommerce agencies

Shopify without the walkthrough

The blocker

The collaborator code conversation costs a call and a week, usually because the store owner is away.

ClientInvite handles that request in the same link as the ad accounts and product catalogs, so the whole stack arrives together.

What you request

Shopify PartnerProduct catalogMerchant CenterMeta ad account

All of it in a single approval the client finishes in under a minute, with no sign-up on their side.

Client onboarding for freelancers

Look established, solo

The blocker

You are asking for account access with no brand behind you to make the request feel safe.

A branded request link does that work for you, and costs from $14.99/month.

What you request

Meta ad accountFacebook PageGoogle AdsShopify

All of it in a single approval the client finishes in under a minute, with no sign-up on their side.

Meta ads account access for agencies

Partner access, done right

The blocker

Clients add you to the wrong asset, or send a screenshot of the wrong screen entirely.

ClientInvite sends one link that routes them through the correct flow and returns the ad account, page and pixel together.

What you request

Ad accountFacebook PageInstagramPixelCatalog

All of it in a single approval the client finishes in under a minute, with no sign-up on their side.

Client onboarding for dental marketing agencies

Practice access without the login hunt

The blocker

The practice’s Google Business Profile is owned by a former employee, and the Facebook Page sits on a personal account.

ClientInvite turns that into one branded link. The practice approves access with the logins it already has, and the accounts appear in your dashboard.

What you request

Business ProfileGoogle AdsAnalyticsFacebook PageInstagramMeta ad account

All of it in a single approval the client finishes in under a minute, with no sign-up on their side.

Which assets each team usually needs

Team	Usually requests	Where it stalls without a link
Marketing agencies	Meta, Google, Shopify, LinkedIn	Finding the Business Manager ID
PPC agencies	Ad account, pixel, catalog, Merchant Center	Ad account handover delays spend
SEO agencies	Search Console, Analytics, GTM, Business Profile	Nobody knows who verified the property
Ecommerce agencies	Shopify, product catalog, Merchant Center	The collaborator code walkthrough
Freelancers	Meta, Google, Shopify	No brand to make the ask feel safe
Media buyers	Ad account, Page, Instagram, pixel	Client grants the wrong asset

Common ground

What every one of these has in common

No password ever changes hands.Access is granted through each platform's own permission flow, so the client keeps ownership and can revoke it from their settings without contacting you.
Your client never signs up for anything.They open the link, approve with the login they already have, and they are done.
The request looks like your agency.Your logo, colours and wording on every plan, which matters most when you are asking someone who has not worked with you before.
The bill does not move when you win work.$14.99/month to start, $29 for three connections, or $89 with unlimited connections. No per-client fee on any plan.

Compare against Leadsie and AgencyAccess

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