You should already have all of this from lesson 3.4. If not, go back and finish it first.
🛑 Haven't done lesson 3.4 yet? Stop here and go back. You need your own Business Manager set up before you can receive client access. Go to Lesson 3.4 →
Every client is different. Here's what you'll see:
Small business owner, never heard of Business Manager. You walk them through the entire setup. This is what we cover in Section 3 below.
They've run ads before or had another agency. Skip Section 3 and go straight to Section 4 (how they invite you).
They post on their business page but never ran ads through Business Manager. Create the BM first, then claim their existing page inside it.
💡 Most clients will be Scenario A. Small business owners don't know what Business Manager is. That's normal. Offer to do it together on a Zoom call or record a Loom video walking them through it.
Walk your client through these steps. Either share your screen on a Zoom, send them a Loom, or do it for them if they give you login access (get written permission first).
They fill in:
Click Submit. Meta sends a verification email. They need to open it and confirm.
Screenshot will be added here
🛑 Currency CANNOT be changed after creation. Double check this with the client before they click Create. If they pick the wrong currency, they have to create a whole new ad account.
Screenshot will be added here
The client enters THEIR credit card or debit card. This is what pays for the ad spend.
⚠️ Their card, not yours. You manage the ads. They pay the ad spend. Your management fee is charged separately (via Stripe, invoice, etc). Never put your own card on a client's ad account unless you have a very specific reason and trust them completely.
Screenshot will be added here
This is the most important part. The client needs to invite you to their Business Manager so their ad account and page show up in YOUR dashboard.
The gear icon is in the bottom left corner of the screen.
Screenshot will be added here
This is where they manage who has access to their business assets.
They type in YOUR business email (the one connected to your Business Manager).
Screenshot will be added here
After entering your email, they select what access to give you:
Click Send Invitation.
Screenshot will be added here
💡 Always ask for Full Control. If they only give you partial access, you might not be able to create campaigns, edit audiences, or adjust budgets. Full Control means you can do your job without asking them to click buttons for you.
You'll get an email from Meta. Log into YOUR Business Manager, find the invitation, and accept it.
Once accepted, their ad account and Facebook page will show up inside your Business Manager dashboard. You manage everything from your side. They don't need to do anything else.
Screenshot will be added here
Copy this message and send it to your client. Replace the brackets with your info.
Hey [name], to get started I need access to your Meta ad account and Facebook page. Here's what to do: 1. Go to business.facebook.com and log in 2. Click Settings (gear icon, bottom left) 3. Click People → Add People 4. Type in my email: [your email] 5. Give me Full Control on your ad account and your page 6. Hit send That's it! Once I accept on my end we're good to go. Let me know if you need help with any of the steps.
💡 Pro tip: If your client is not tech-savvy, offer to hop on a quick Zoom and walk them through it. Takes 5 minutes and saves you a week of back-and-forth messages.
Have these answers ready. You'll hear them on every single onboarding call.
No. They invite you through Business Manager. You never need their password. Ever.
No. Business Manager is completely separate from their personal profile. You can only see their business page and ad account.
Their credit card is on their ad account. They pay the ad spend directly to Meta. Your management fee is separate.
Boosting is different from running ads through Business Manager. We set up proper campaigns through the ad account, which gives way more control over targeting, budgets, and optimization.