Onboard a Facebook Ads Management Client_

SOP 112: Onboard a Facebook Ads Management Client

Make sure clients' needs and concerns are addressed so you can run ad campaigns as soon as possible.

Last Updated / Reviewed: 03/28/2024

Execution Time: 5-14 Days

🚀 Goal: To understand clients business requirements for the project as well as get access to the client's Facebook ads manager.

🤞 Ideal Outcome: You and your team have access to resources, and information needed to run Facebook ads for your client.

🤔 Why this is important: To make sure clients’ needs and concerns are addressed so you can begin running ad campaigns as soon as possible.

🧐 Where this is done Email, Facebook Business and Ads Manager, Google Drive

🗓️ When this is done: After you have acquired the signed contract from the client to kickstart the project.

👨 Who does this: The marketing or account manager for the project.

__⚠️Prerequisites or requirements: __You should have access to an active Facebook Business Manager account.

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Environment Setup

01▸ Download this Facebook Ads Client Onboarding Folderand upload it to your own Google drive folder. This folder includes an onboarding questionnaire, project management template and a subfolder “Marketing and creative resources” to onboard your client.

02▸ Once you’ve uploaded the folder, share the folder access with your client.

Send Welcome email

Send the welcome email as soon as you receive the signed contract.

Use this Template 039: Onboarding Email Template for Facebook Ads Clients (web version) to request all necessary information from your client.

In the onboarding email template you will find:

A linked SOP to help guide your client to grant you access to their Facebook Ad Account

The Onboarding questionnaire that they should fill out before the Kickoff call

The Google Drive folder where all the assets will be shared

A link to schedule the Kickoff call

The contacts of all the team members that will work the client’s account

All you have to do is edit the following:

Link to your Facebook Ads Client Onboarding Folder

Your Facebook Business ID (required for the client to grant you access to their Facebook Business Manager)

Link to schedule the kickoff call with the client

Team contact details

Set up Kickoff Call

01▸ Make sure your client has filled in the onboarding questionnaire before the call.

Send an email reminder 2 days before the call to remind the client of the onboarding questionnaire.

02▸ Use this Template 037: Client Kickoff Call Template (web version) to plan your kickoff call with the client.

03▸ Calculate the approximate ad budget using this Template 036: Facebook Ads Budget Calculator (web version).

04▸ Plan project scope and deliverables using this Template 035: Facebook Ads Project Management Spreadsheet (web version).

05▸ Fill in the Facebook Ad Client Brief following Template 096: Facebook Ads Account Management Client Brief (web version) based on what you gathered from the kickoff call.

06▸ Set up a strategy/proposal call with the client.