π 02 β Client Onboarding & Setup (Service-Based)
This is your step-by-step checklist for onboarding service-based clients and getting access to everything you need fast.
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Onboarding Overview (Service Businesses)
1. Confirm They Have a Facebook Page
2. Business Manager Setup
3. Add You as a Partner (Recommended)
- Business Settings β Partners β Add Partner
- Give them your Business Manager ID
- Assign you Full Control for:
- Facebook Page
- Ad Account
- Instagram Account
- Meta Pixel
4. Ad Account Setup
- If they donβt have one:
- Business Settings β Ad Accounts β Create Ad Account
- Assign you Full Control
- Add payment method under Payments
5. Connect Instagram Account
- Business Settings β Instagram Accounts β Add
- Have them log in and connect
- Give you Full Control
6. Grant Access to Key Team Members