How to Automate Client Onboarding for a Marketing Agency
An automation blueprint for agencies, with concrete triggers, task templates, reminder rules, and a single LeadUp link for collecting Google account access.
Read article7 articles on this topic.
An automation blueprint for agencies, with concrete triggers, task templates, reminder rules, and a single LeadUp link for collecting Google account access.
Read articleTwo ways to share Google Ads access, with instructions for the client and agency, recommended roles, and checks before marking the account connected.
Read articleA practical GA4 access guide for clients and agencies: choose the right property, assign a role, verify access, and avoid sharing more than the project needs.
Read articleAccount access and container permissions solve different problems. Use this guide to request exactly what your tracking specialist needs to work safely.
Read articleAn access-request matrix for agency operations: what to request, how narrowly to scope it, and how to prove the team can use the right account.
Read articleA signed-contract-to-first-delivery checklist for account managers coordinating several services, stakeholders, and client approvals.
Read articleA final technical review for PPC leads: verify the configured campaign against the approved plan, document test evidence, and decide whether it can go live.
Read articleLeadUp Platform
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