Master the full client onboarding workflow for Facebook Ads agencies. From the initial questionnaire to collecting Business Manager access, setting up your tools stack, and automating your intake — so you never drop the ball again.

What’s inside:

• ✅ Client onboarding questionnaire (swipe-and-send templates)
• ✅ Full Facebook & Instagram access checklist
• ✅ Tools setup walkthrough (project management, CRM, reporting)
• ✅ Automation stack to put your onboarding on autopilot
• ✅ SOPs and checklists you can white-label for your agency

Built for freelancers and agency owners running Facebook Ads who want a professional, repeatable onboarding process that impresses clients from day one.