Client Onboarding for Social Media Agencies
Every channel in one request
A typical new client runs a Facebook Page, an Instagram account and a LinkedIn Company Page, each with its own admin settings. Asking for them one at a time means three sets of instructions and three follow-ups.
Add them to a single link. The client sees the list, approves it, and each account shows up in your dashboard as it connects.
No shared logins for Instagram
Many social media managers still get the Instagram password by text message, then wait for the client to read out a two-factor code. Access through Meta’s own permission flow avoids that, and the client never has to change a password when you finish.
Ready for boosted posts
Organic work often turns into paid work. Include the Meta ad account in the first request, so a post that is doing well can be boosted the same day instead of waiting on another round of access emails.
Branded for small-business clients
Your clients are often owners who handle their own pages. A request page with your logo and wording looks like the agency they hired, not a tool they have never heard of.
Client onboarding for social media agencies: common questions
Facebook Pages, Instagram accounts, LinkedIn Company Pages, Pinterest business profiles, Meta ad accounts and the Meta pixel. TikTok accounts, YouTube channels and X accounts are guided invites: the link shows the client where to add you, and you accept the invite. Google, Shopify and ad accounts on LinkedIn, Pinterest and X can go in the same link if you also run those for the client.
No. They log in with the account they already have on each platform and approve the permissions you asked for, or add you from that platform’s own settings for a guided invite. There is nothing to install.
Plans start at $14.99/month for one connection and $29/month for three. The Agency plan is $89/month with unlimited connections, for agencies onboarding several small clients each month.
Yes. The client keeps ownership of every page and account and can remove your access from that platform’s own settings at any time.
More ways agencies use ClientInvite: Client onboarding for marketing agencies, Client onboarding for PPC agencies, Client onboarding for SEO agencies.
Send your next client their access link
Unlimited client connections on the Agency plan. No credit card to start.
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