Let's Run Marketing - Client Onboarding

Let's Run Marketing

Client Onboarding Checklist

Welcome aboard! This interactive guide will walk you through granting us the necessary access to your marketing platforms. Please check off each item as you complete it. Your progress will be tracked below.

Overall Progress 0% Complete

1. Google Analytics (GA4)

This allows us to analyze your website traffic and user behavior, which is essential for measuring performance and finding opportunities for growth.

Details:

Email to Add: [email protected]
Permission Level: Administrator

Instructions:

  1. Sign in to your Google Analytics account.
  2. Navigate to Admin (⚙️ icon in the bottom-left).
  3. In the Property column, click on Property Access Management.
  4. Click the blue + button and select "Add users".
  5. Enter the email address above.
  6. Under Permissions, select the Administrator role.
  7. Click the "Add" button.

2. Meta Business Suite (Facebook & Instagram)

This gives us access to manage your Facebook Page, Instagram profile, and run advertising campaigns. We connect as a partner to keep your assets secure.

Details:

Partner Business ID: 1244701856693584

Instructions:

  1. Sign in to business.facebook.com.
  2. Go to Business Settings (⚙️ icon).
  3. Under Users, click on Partners.
  4. Click "Add" and select "Give a partner access to your assets".
  5. Enter our Partner Business ID above and click Next.
  6. Assign the following assets:

You must select Full Control for each one.

  • Facebook Page
  • Ad Account
  • Pixels
  • Instagram Account
  • Catalogs (if applicable)
  1. Click "Save Changes".

3. LinkedIn Business Manager

This requires two separate steps: granting access to the ad account (Campaign Manager) and the company page. Please complete both.

Part A: Campaign Manager (Ads) Access

Details:

Campaign Manager ID: 7267604441812369408
Permission Level: Account Manager

Instructions:

  1. Sign in to LinkedIn and navigate to Campaign Manager.
  2. Click the gear icon ⚙️ for Account Settings.
  3. Click on Manage access, then "Add user to account".
  4. Paste our Account ID above and select the Account Manager role.
  5. Click "Add".
Part B: Company Page Access

Details:

Profile to Add: Jake Sweeney
Permission Level: Super admin

Instructions:

  1. Go to your LinkedIn Company Page and click Admin tools.
  2. Select Manage admins.
  3. Click "Add admin" and search for Jake Sweeney.
  4. Assign the Super admin role and click "Save".

4. Other Recommended Access

For a fully integrated strategy, we may also require access to the following platforms. Please provide access to `[email protected]` where applicable.

  • Google Tag Manager: Grant `Publish` level access.
  • Google Search Console: Add us as a `Full` user.
  • Website Backend / CMS (Shopify, WordPress, etc.): Provide login credentials or add us as a user with appropriate permissions.

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