Client Onboarding for Marketing Agencies
Client onboarding for marketing agencies stalls in the same place every time: the access request. You need their ad account, their page, their analytics, and they need three phone calls to find any of it.
ClientInvite replaces that with one branded link. The client clicks, approves, and the assets land in your Business Manager.
- One link covers Meta, Google, Shopify and LinkedIn
- No passwords shared, no screen-share calls
- Unlimited client connections on the Agency plan
No credit card required · 14-day free trial
Kickoff week stops slipping
The first week sets the tone for the whole engagement. Spending it chasing a Business Manager ID makes an agency look slow before any work has started.
Most clients finish the request on their phone in under a minute, which means you can start building campaigns on day one instead of day six.
It looks like your agency, not a tool
The request page carries your logo, your colours and your wording. Clients handing over account access are reassured by something that looks like the company they just signed with.
Access you can hand back cleanly
Access is granted through each platform’s official permission flow, so the client keeps ownership and can revoke it from their own settings at any time.
When an engagement ends, nothing awkward happens. There is no shared password to rotate.
Client onboarding for marketing agencies: common questions
The client side is usually under a minute. They open the link on any device, log in with the account they already have, and approve the specific permissions you asked for. There is no sign-up and nothing to install.
No. They never create an account or set a password. They authorise the request with their existing Meta, Google, Shopify or LinkedIn login and that is the end of their involvement.
The Freelancer plan is $29/month for three connections. The Agency plan is $89/month with unlimited client connections, so onboarding twenty clients in a month costs the same as onboarding two.
More ways agencies use ClientInvite: Client onboarding for PPC agencies, Client onboarding for SEO agencies, Client onboarding for ecommerce agencies.
Send your next onboarding link today
Unlimited client connections on the Agency plan. No credit card to start.
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