Client onboarding software
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.
Run this playbook in Fentyr with a branded client portal—get started today.
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.
For ppc agencies, that most often comes down to one thing: document owner responsibilities so blockers are visible before go-live—instead of chasing the same information twice. 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 for ppc agencies?
- The most common gap is that ad account permissions are incomplete when launch dates are already fixed Fentyr replaces that with one branded link—structured steps, uploads, and context in one place, so nothing hides in an inbox.
- Can I start with a template and customize per client?
- Yes. Start from the flow above—standardize intake for platforms, pixels, offline events, and crm mappings—then tweak it per engagement while keeping a consistent, branded experience.
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Put this playbook into production
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