Step-by-Step Guide to Client Onboarding for Facebook Ads

Here’s a step-by-step guide to client onboarding for Facebook Ads:

Step 1: Initial Contact and Consultation

●     Reach out to the client to introduce yourself and schedule an initial consultation. During this meeting, discuss the client’s needs, goals, and expectations, and explain your onboarding process.

Step 2: Discovery Session

●     Conduct a discovery session to gather detailed information about the client’s business, target audience, and marketing objectives. Ask questions about their previous marketing efforts, USPs, and any challenges they’ve faced.

Step 3: Define Goals and KPIs

●     Work with the client to define clear goals and KPIs for the Facebook Ads campaign. This could include metrics such as clicks, conversions, or return on ad spend (ROAS).

Step 4: Gather Access and Permissions

●     Request access to the client’s Facebook Ads account, as well as any other relevant accounts or assets (e.g., website analytics, creative assets). Provide instructions on how to grant access and follow up as needed.

Step 5: Develop a Creative Brief

●     Create a creative brief that outlines the key messages, visuals, and calls to action for the Facebook Ads campaign. Review the brief with the client and make any necessary revisions.

Step 6: Establish a Timeline and Deliverables

●     Develop a timeline for the campaign, including key milestones and deliverables. Share the timeline with the client and confirm that they’re comfortable with the proposed schedule.

Step 7: Educate the Client

●     Take the time to educate the client about the Facebook Ads process, including how ads are created, targeted, and optimized. This helps build trust and ensures that the client understands the value of your services.

Step 8: Launch the Campaign

●     Once all the necessary information has been gathered and approved, launch the Facebook Ads campaign. Monitor performance closely and make adjustments as needed to optimize results.

Step 9: Regular Check-Ins and Reporting

●     Schedule regular check-ins with the client to review campaign performance and discuss any updates or changes. Provide detailed reports that highlight key metrics and insights.

For a more detailed walkthrough, check out this step-by-step guide.