# Ads Client Onboarding

> Paid ads client onboarding, intake, access, and handoff SOP for agencies or internal growth teams. Use when the user needs a client onboarding checklist, account access request, media buying intake form, kickoff agenda, audit request list, tracking handoff, approval workflow, reporting cadence, budget/goals brief, or wants to standardize agency paid ads operations before campaign work begins.

- Skill: `elinking-111/ads-client-onboarding` (Agent Skill, multi-file: 2 files)
- Install (CLI): `npx skillmds@latest add elinking-111/ads-client-onboarding`
- Raw SKILL.md: https://api.skillmd.com/api/skills/elinking-111/ads-client-onboarding/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Marketing & Growth
- Author: elinking-111 (https://skillmd.com/u/elinking-111)
- Updated: 2026-09-21
- Page: https://skillmd.com/skills/elinking-111/ads-client-onboarding

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# Ads Client Onboarding

Create the operating baseline for paid ads work before strategy or execution. The goal is to prevent missing access, unclear goals, bad tracking, and approval bottlenecks.

## Workflow

1. Confirm engagement type: audit, launch, optimization, creative sprint, tracking setup, or full management.
2. Collect business context:
   - Offer, ICP, countries, languages, sales cycle, margin, LTV, target CPA/ROAS, budget, seasonality.
3. Request access:
   - Ad accounts, analytics, tag manager, CRM, website/CMS, product feed, app/MMP, creative libraries, landing pages, payment/revenue data.
4. Validate tracking before media recommendations.
5. Collect assets:
   - Brand guide, logos, product screenshots, past creative, testimonials, claims/disclaimers, landing pages, competitor list.
6. Define ways of working:
   - Approval owner, naming conventions, reporting cadence, experiment cadence, change-log process, emergency contact, budget-change authorization.
7. Produce onboarding pack and launch readiness status.

## Access Checklist

| Area | Examples |
|---|---|
| Ad platforms | Google Ads/MCC, Meta Business Manager, TikTok, LinkedIn, Microsoft, Apple Ads |
| Analytics | GA4, Looker/dashboard, Mixpanel, Amplitude |
| Tracking | GTM, server GTM, CAPI/Events API, MMP, offline conversions |
| Revenue | Stripe, Shopify, CRM, backend purchase export |
| Creative | Brand assets, ad account library, UGC, product images/videos |
| Website/app | Landing page CMS, product feed, app store listings |

## Output

Create:

```markdown
## Paid Ads Onboarding Pack

### Readiness Status
Green / Yellow / Red

### Missing Access
| Item | Owner | Why Needed | Priority |

### Goals and Constraints
...

### First 14 Days Plan
...

### Approval Workflow
...
```

Do not proceed to aggressive media recommendations if tracking, goals, or account access are incomplete.