Client Onboarding for Facebook Ads Agencies
Partner access, not a shared login
Running a client’s ads from their personal login goes against Meta’s terms on sharing accounts. Meta expects an agency to be added as a partner, with its own business portfolio, and to be assigned specific assets.
The link puts the client in that flow. Each asset lands in your portfolio, and you work from your own Ads Manager with your own staff permissions.
The pixel and catalog come with the ad account
Conversion campaigns need the pixel, catalog sales need the product catalog, and every ad needs a Page as its identity.
Put all of them in the first request, so the first campaign goes live with tracking in place instead of waiting on the pixel a week later.
Their account, their card, your access
The client owns the ad account, with their own payment method on it, so spend is billed to them directly and the account history stays with them when the engagement ends.
Your access is scoped to what you asked for, and the client can remove it from their own settings. That is also why clients approve it faster than a request for a login.
Client onboarding for Facebook ads agencies: common questions
The ad account, Facebook Page, Instagram account, pixel and product catalog. You choose which ones go in each link, and can send another request if the scope grows.
The link guides them through it. Most of the delay in Facebook ads onboarding is the client not knowing where Business Manager is or which asset to share, and that is the step the flow removes. Nothing to install, no account to create.
Yes. Access is granted through Meta’s partner flow, so the client stays the owner, their payment method stays on the account and they can remove your agency at any time.
Plans start at $14.99/month for one connection and $29/month for three. The Agency plan is $89/month with unlimited connections.
More ways agencies use ClientInvite: Client onboarding for marketing agencies, Client onboarding for PPC agencies, Client onboarding for SEO agencies.
Get the ad account before the kickoff call
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