Onboard and manage clients

1 year ago

Setare Afsharzadeh

1 minute

Blog post Goal:

Secure and manage clients for Facebook and Google Ads, fostering realistic expectations throughout the process.

Prerequisites:

None.

Importance:

Effective client onboarding sets the stage for success. By clearly outlining expectations and access needs upfront, we ensure a smooth workflow and a strong foundation for the campaign.

Who:

Account Manager

Steps:

Step 1: Onboard Facebook Ads Client

Outcome: Understand client’s business goals and gain access to their Facebook Ads Manager.

Step 2: Onboard Google Ads Client

Outcome: Secure team access to necessary resources, accounts, and approvals for running Google Ads campaigns.

Step 3: Onboard Google Business Profile Client

Outcome: Equip the team with the resources and information required to manage the client’s Google Business Profile.

Step 4: Implement Client Engagement Playbook

Outcome: Enhance client interactions, fostering stronger and more enduring client relationships.