CLIENT ONBOARDING CHECKLIST

Agency Edition • authhub.co • Print and use for every new client

PHASE 1: Before You Send Access Request (Day 0)

Gather Essential Client Information

Client legal business name (for account setup)
Primary point of contact (name, email, phone)
Billing contact (if different from primary)
Timezone for scheduling
Existing platforms in use (Meta, Google, GA4, TikTok, LinkedIn, Pinterest)
Monthly ad spend budget
Key goals for first 30 days

Prepare Your Agency Side

Create client folder in project management system
Set up dedicated client email alias
Prepare branded access request template
Confirm your agency Business ID for Meta
Create Slack channel or project workspace

PHASE 2: Platform Access Collection (Days 1-2)

META ADS (Facebook & Instagram)

Send Business Manager access request with Business ID
Specify permission level (Admin vs Advertiser)
Request: Ad Accounts, Pages, Instagram, Catalogs
Client confirms request received
Agency accepts invitation in Business Suite
Verify access: Can you see campaigns? Can you edit?
Screenshot account overview for records

GOOGLE ADS

Send Google Ads invitation (email address)
Specify level: Admin, Standard, or Read-only
Confirm account or MCC level
Accept invitation
Verify conversions & linking

GOOGLE ANALYTICS 4 (GA4)

Send property invitation (separate from Google Ads)
Accept via email or in GA4
Verify property access

PHASE 2: Platform Access (Continued)

LINKEDIN ADS

Send Campaign Manager account ID
Client selects role in Account Settings
Accept via email link

TIKTOK ADS

Confirm client has TikTok Business Center account
Send Business Center ID
Client adds in Member Management
Accept via email
QR code authorization for Spark Ads (if needed)

PINTEREST & SNAPCHAT

Pinterest: Send Ads account ID, client adds in Account Settings
Snapchat: Send Business Manager ID, client adds in Members

PHASE 3: Client Intake & Information Gathering (Day 1-3)

Business Details

Business website URL
Industry/niche
Target customer demographics
Unique selling proposition
Key competitors to watch
Brand guidelines or style guide
Logo files (PNG, SVG)
Creative assets: images, videos

Existing Access

Previous agency account IDs
Ad account history
Conversion tracking setup
Landing page URLs
CMS/platform login (Shopify, WP)
Domain registrar access
CRM access (HubSpot, Salesforce)

Goals & KPIs

Primary objective (awareness/leads/sales)
Target CPA/CPL goals
Monthly budget range
Key geographic targets
Seasonality or promotional calendar
Success metrics definition

Meta Permissions Guide

Permission	Create	Edit	Delete
Admin	✓	✓	✓
Advertiser	✓	✓	—
Analyst	—	—	—

Google Permissions Guide

Access Level	Create	Edit	Billing
Admin	✓	✓	✓
Standard	✓	✓	—
Read-only	—	—	—

PHASE 4: First Week Kickoff (Days 4-7)

Schedule Onboarding Call

Send calendar invite for kickoff call (30-60 min)
Include agenda: access verification, goals review, Q&A
Attendees: Agency lead, account manager, client stakeholders
Prepare campaign strategy framework
Prepare onboarding packet (welcome email, expectations)

Verify All Access

Log into Meta Business Suite - confirm access
Log into Google Ads - confirm access
Log into GA4 - confirm property access
Log into LinkedIn Ads - confirm access
Log into TikTok Ads - confirm access
Log into other platforms as needed
Document access levels in client folder

Set Up Reporting & Dashboards

Create GA4 Looker Studio report
Set up automated reporting emails
Configure Slack or email alerts
Document report delivery schedule

Common Onboarding Issues & Solutions

Problem	Solution
Client doesn't understand Business Manager vs personal profile	Send annotated screenshots showing exactly where to click
Wrong permission levels granted	Specify exactly what you need in access request template
Multiple Business Managers across platforms	Ask upfront; have them consolidate or grant from each
Previous agency still has access	Add checklist item: "Remove previous agency partners first"
Client uses personal email instead of business email	Specify in template: "Use your business email address"
"I don't see your request"	Check Partner Requests section; requests expire after 30 days
Ad account not showing	Check that client selected correct ad account before adding partner

Notes

Use this space for client-specific notes, special configurations, or workarounds.