Category: Onboarding

A guide for all business owners who have partnered up with a marketing agency, this blog post offers a holistic roadmap on how to share your Facebook (Meta) assets, such as Ad Accounts, Pages, and Pixels, with your marketing team or white-label partner. Updated for the Facebook Business Manager of 2024, it breaks down the process into easy-to-follow steps, ensuring that your business assets are securely managed.

Client onboarding is one of the most key duties for any firm as it directly affects the client’s experience. Proper onboarding builds the customer’s trust in your ability to deliver on the promises made during the sales process. Learn how to master the art of onboarding clients!