Marketing
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Marketing Agency Client Asset Onboarding Agent

Onboarding new clients is tedious. This agent automates retrieval and setup of client ad accounts, pages, Instagram assets, and creative assets, streamlining the onboarding process for marketing agencies and freeing up time for campaign strategy.

Jobs your agent handles

What this agent does for you

Complete jobs, handled end-to-end — so your team focuses on what matters.

You just signed a new Meta Ads client and need to collect all their assets fast

Instead of emailing back and forth for account IDs, Page access, and Instagram logins, hire the agent to retrieve everything in one go—so you can start building campaigns immediately.

Your team wastes hours tracking down missing ad creatives and Pages

The agent automatically finds every creative and Page your client has shared, eliminating delays and letting your strategists focus on campaign planning.

You keep running into access issues right before campaign launch

The agent flags any pending asset requests and missing permissions up front, so you can resolve them before they become last-minute roadblocks.

Client onboarding checklists are inconsistent across your account managers

With the agent, every client gets a standardized, thorough onboarding—no missed steps, no forgotten assets, and a smoother experience for both your team and your clients.

You need to quickly audit which team members have access to client assets for compliance

The agent provides a clear map of user permissions for every asset, making it easy to manage roles and meet agency security standards.

How to hire your agent

1

Connect your Meta Ads account

Securely connect your agency’s Meta Ads account to the agent. The agent will access all client ad accounts, Pages, and Instagram assets your agency has permission to manage.

2

Tell the agent which client to onboard

Specify the client business you’re onboarding. The agent will pull all related ad accounts, Pages, Instagram assets, and creatives, and map user permissions for your team.

3

Agent goes to work

The agent automatically retrieves all assets, flags pending or missing permissions, compiles creatives, and generates a unified onboarding report—so your team is ready to launch campaigns without manual back-and-forth.

You doing it vs. your agent doing it

Manually email clients and chase down account IDs, Page access, and Instagram logins for every new onboarding.
Agent retrieves all client ad accounts, Pages, and Instagram assets instantly—no emails or guesswork.
2-4 hours per client
Build ad creative inventories by hand, risking missed assets and launch delays.
Agent compiles all ad creatives across accounts automatically, so your team has everything they need up front.
1-2 hours per onboarding
Check asset access and permissions manually, often discovering issues right before campaign launch.
Agent flags pending or missing permissions in advance, so you resolve issues proactively.
30-60 minutes per client
Keep inconsistent onboarding checklists across account managers, leading to missed steps and errors.
Agent delivers a standardized onboarding report for every client, ensuring nothing falls through the cracks.
30 minutes per onboarding
Audit which team members have asset access by cross-referencing Meta’s UI and spreadsheets.
Agent maps all user permissions for each asset, simplifying compliance and role management.
20-30 minutes per client

Agent skill set

What this agent knows how to do

Retrieves All Client Ad Accounts Instantly

Pulls a complete list of client ad accounts your agency can access on Meta Ads, so you never chase down account IDs or permissions again.

Fetches Client Pages and Instagram Assets

Automatically collects all Facebook Pages and Instagram accounts your client has shared, ensuring you have every asset needed for campaign launch.

Gathers Creative Assets Across Accounts

Locates and organizes all available ad creatives—images, videos, carousels—across client ad accounts so your team can hit the ground running.

Identifies Pending Asset Requests

Surfaces any ad accounts, Pages, or Instagram assets with pending access requests, so you can resolve bottlenecks before they delay onboarding.

Maps User Permissions for Each Asset

Lists which users on your team have access to each client asset, making it easy to assign roles and ensure compliance from day one.

Compiles a Unified Asset Onboarding Report

Delivers a single, organized view of all client assets, their status, and what’s missing—no more manual checklists or missed assets.

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