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.