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Client Onboarding Information

Meta New Client Onboarding Checklist

August 30, 2024 · Danielle Dorrie Francis · 1 min read

Meta New Client Onboarding Checklist

Starting with a new agency? Meta’s official checklist walks you through the setup steps that help a new client and their agency get off on the right foot: establishing ownership of your Pages and ad accounts, assigning partner roles in Business Manager, sharing assets and billing, and removing former agency access.

Download the Meta New Client Onboarding Checklist (PDF)

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