Account Intake and Access Handoff (Onboarding)

Account Intake and Access Handoff (Onboarding)

1. 01

   Collect platform access through a client-owned admin invitation, never a shared password

   Request Google Ads manager-account linkage and Meta Business Manager partner access so the agency can be removed cleanly at contract end. Shared logins create liability and break audit trails.

2. 02

   Inventory every live account, campaign, and spend line before touching a bid strategy

   Log account IDs, currency, billing entity, monthly spend ceiling, and any paused campaigns the client intends to revive. A 15-minute inventory prevents a tool sync from reactivating dormant spend.

3. 03

   Run a settings audit against the six defaults that quietly drain budget

   Check Search Partners, Display Network expansion, broad match defaults, bidding thresholds, ad rotation, and location targeting. These defaults favor platform revenue over advertiser efficiency, so document each one you change.

4. 04

   Confirm conversion tracking and attribution windows match the client's actual sales cycle

   For B2B accounts with 60 to 90 day cycles, a 30-day click window will undercount. Reconcile platform-reported conversions against the client's CRM before any automation optimizes toward them.

5. 05

   Map the creative approval chain, including who signs off on platform auto-enhancements

   Meta's automatic creative enhancements now include at least 47 distinct tweaks that can alter approved visuals and copy. Name the approver and record whether enhancements are on or off per account.

6. 06

   Load the account into the management stack and baseline the first score before changing anything

   Whether the stack is Optmyzr, Adalysis, or TrueClicks, capture a pre-change snapshot so the first client report shows movement the agency caused, not inherited noise.

7. 07

   Deliver a written access and ownership register to the client within five business days

   List every platform, the agency's permission level, the client-side owner, and the removal procedure. This document is the handoff artifact that survives staff turnover on either side.