Client onboarding for PPC agencies
Get access, tracking, and creative inputs on time — so you can launch campaigns faster and with fewer mistakes.
Typical onboarding blockers
- • Missing Ads access stalls the first week
- • Tracking requirements are unclear until after launch
- • Creative assets and offers aren’t ready
- • Too many stakeholders approve ads in different places
A better workflow
- • Faster access and billing setup
- • Clear tracking + conversion goals
- • Organized creative requests and approvals
- • More predictable launch timelines
What OnboardFlow helps you standardize
Access & permissions
Request Google Ads/Meta access, billing owner, and admin contacts with a clear workflow.
Tracking checklist
Collect conversion definitions, pixel status, GA4, and event requirements before launch.
Creative + offer intake
Gather creative assets, landing pages, and promo details — and keep approvals visible.
Use-case templates you can start from
Mix and match these workflows depending on your service scope.
FAQ
What should PPC agencies collect during onboarding?
Ad account access, billing contacts, conversion goals, tracking setup (pixels/GA4), landing pages, offers, creative assets, and approval stakeholders.
How do I avoid tracking surprises after launch?
Make tracking a prerequisite checklist with explicit definitions (what counts as a lead/purchase) and verify access before kickoff.
Can I standardize onboarding across Google Ads and Meta?
Yes. Use a shared baseline (goals, tracking, stakeholders) and add channel-specific access steps.