📋 02 – 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.

✅ Onboarding Overview (Service Businesses)

1. Confirm They Have a Facebook Page

• If not: facebook.com/pages/create

2. Business Manager Setup

• Guide them to: business.facebook.com
• Help them create or log into Business Manager

3. Add You as a Partner (Recommended)

• Business Settings → Partners → 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 don’t have one:
  • Business Settings → Ad Accounts → Create Ad Account
  • Assign you Full Control
  • Add payment method under Payments

5. Connect Instagram Account

• Business Settings → Instagram Accounts → Add
• Have them log in and connect
• Give you Full Control

6. Grant Access to Key Team Members