Agencies & Consulting Firms · Client Onboarding
Tool Access & Permissions Setup
Agencies routinely lose the first week of a project waiting for Google Ads invites, CMS logins, analytics access, or social account permissions. This automation sends the right access requests, gives clients step-by-step instructions, and tracks every permission until the team can actually start work.
How It Works
Build an access checklist
The system creates a checklist based on the services sold, such as ad accounts, analytics, CMS, CRM, and social channels.
Send guided instructions
The client receives links and short instructions for granting each access point without needing a long manual email from the team.
Track completion status
Completed permissions are marked off automatically, while missing items stay open and trigger reminders.
Alert the delivery team
Once the required access is complete, the project lead is notified so implementation can begin immediately.
Tools & Platforms
Key Benefits
Cuts onboarding delays caused by missing account access Reduces confusion for non-technical client contacts Keeps delivery teams from starting work blind Creates a visible checklist instead of scattered email threads
In Practice
A PPC agency signs a Shopify brand and needs Google Ads, Meta Ads, GA4, and Shopify admin access. The automation sends a clean checklist with short Loom walkthroughs, reminds the client about the missing Meta business manager invite, and tells the media buyer when all required permissions are live.
Next Step
See if this fits your workflow.
We map the actual tools, handoffs, and ROI before recommending implementation.
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