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
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.
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.
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
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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