Client Onboarding · ~20 minutes
Get your Meta ads ready in five simple steps.
Follow this step-by-step guide to set up your Business Manager, link your Facebook & Instagram, create an ad account, lock things down with 2FA, and hand us the keys to run your campaigns.
The five steps
Complete them in order — each builds on the last.
015 min
Set up Meta Business Manager
Create your free business portfolio — the central hub that holds your Pages, ad accounts, and people.
Open guide →024 min
Link your Facebook & Instagram
Connect your FB Page and Instagram account so they can be used for advertising.
Open guide →033 min
Create an ad account
Spin up the ad account where campaigns live, with the right time zone and currency.
Open guide →043 min
Secure with two-factor auth
Set 2FA requirement to Everyone and secure portfolio access in Security Center.
Open guide →054 min
Grant full partner access
Add us as a Business Partner with full control so we can run and manage your ads.
Open guide →Finished all five? You're ready to launch. We'll take it from here.
Tell us you're done →