Programmatic guide
Client onboarding for PPC agencies
Collect ad account access, conversion events, budget constraints, and brand guardrails before launch so paid campaigns start with clean tracking.
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Common onboarding gaps for ppc agencies
- Ad account permissions are incomplete when launch dates are already fixed.
- Conversion definitions are vague across marketing, sales, and leadership.
- Creative approval paths are unclear until ads are rejected internally.
How Fentyr supports ppc agencies
- Standardize intake for platforms, pixels, offline events, and CRM mappings.
- Centralize assets, copy notes, and compliance constraints in one portal.
- Document owner responsibilities so blockers are visible before go-live.
Why teams standardize onboarding
Ship campaigns faster with less rework from missing access and unclear KPIs.
Whether you are a solo operator or a growing studio, the same principle applies: the fastest projects are not the ones with the fewest emails—they are the ones where expectations were captured early. Create your Fentyr account and turn this outline into a live client flow you can reuse and refine.
FAQ
- What should ppc agencies include in client onboarding?
- Cover goals and success metrics, timelines, file and access needs, approval chains, and legal or usage constraints. Fentyr helps you turn that into a repeatable portal-driven flow so clients complete steps in order.
- How is Fentyr different from email and shared folders?
- Fentyr gives clients one branded link with structured steps, uploads, and context—reducing back-and-forth and keeping everything searchable for your team.
- Can I start with a template and customize per client?
- Yes. Build flows that match how you work, then duplicate or tweak them for each engagement while keeping a consistent professional experience.
Explore related guides
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Put this playbook into production
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