Onboard a Facebook Ads Management Client

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

Facebook Ads Paid Client Management

Type SOPs · PDF

Execution time 5-14 Days

Last updated 28 March 2024

Who does this The marketing or account manager for the project

Length 3 pages

0% complete

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

You and your team have access to resources, and information needed to run Facebook ads for your client

To make sure clients’ needs and concerns are addressed so you can begin running ad campaigns as soon as possible

Before you start

You should have access to an active Facebook Business Manager account

1 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.
2 Once you’ve uploaded the folder, share the folder access with your client.
3 Make sure your client has filled in the onboarding questionnaire before the call.
4 Use this Template 037: Client Kickoff Call Template (web version) to plan your kickoff call with the client.
5 Calculate the approximate ad budget using this Template 036: Facebook Ads Budget Calculator (web version).
6 Plan project scope and deliverables using this Template 035: Facebook Ads Project Management Spreadsheet (web version).
7 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.
8 Set up a strategy/proposal call with the client.

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

Make sure your client has filled in the onboarding questionnaire before the call.
Use this Template 037: Client Kickoff Call Template (web version) to plan your kickoff call with the client.
Calculate the approximate ad budget using this Template 036: Facebook Ads Budget Calculator (web version).
Plan project scope and deliverables using this Template 035: Facebook Ads Project Management Spreadsheet (web version).
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.
Set up a strategy/proposal call with the client.

It comes with the SOP Library.

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