Client onboarding for agencies

Client onboarding software.
One link to get connected.

Move from signed client to connected accounts. Request Google Ads, Analytics, and Tag Manager access in one guided flow, without chasing passwords or sending another setup guide.

Start onboarding clients See how it works
  • Unlimited account connections
  • No per-account fees
  • No password sharing
A simpler start with LeadUpIllustrative preview

Agency view

Choose the access you need

One request for your client’s Google accounts.

Google Ads

Manager account link

Google Analytics

Viewer access

Google Tag Manager

User access

Your reusable invitation link is ready to share.

Client view

Know what you’re sharing

Review the agency’s request before signing in.

Your accounts. Your choice.

  • Review the products and requested access.
  • Sign in securely through Google.
  • Choose the specific accounts to share.
Your agency never needs your Google password.

Connection results

A clear next step

See which accounts connected and what needs attention.

Google Ads

Connected · Agency access granted

Google Analytics

Connected · Agency access granted

Google Tag Manager

Needs attention · Check account permissions

Clients can retry unsuccessful connections after resolving access issues.

Example workflow. No accounts are connected in this preview.

One flow for your marketing stack

  • Google AdsAvailable now
  • Google AnalyticsAvailable now
  • Google Tag ManagerAvailable now

Coming soon

  • Meta
  • Microsoft
  • LinkedIn
  • Google Merchant Center
How it works

From access request to ready to work.

Give every new client a clear path through account setup, with less manual coordination for your team.

  1. 01

    Configure your request

    Connect your agency’s Google account, enable the products you need, and choose the access levels. Add your MCC for Google Ads.

  2. 02

    Share your invitation link

    Send your reusable connection link by email or message. Your client can review the products and permissions you’re requesting.

  3. 03

    Let your client connect

    Your client signs in with Google, selects the accounts to share, and completes the connection. Results show what connected and what needs attention.

Illustrative workflow · Your client reviews access before connecting.

Supported integrations

Your agency’s stack. An expanding set of integrations.

Connect Google Ads, Analytics, and Tag Manager today. More platforms are on the way.

Available now

Google Ads access

Connect client advertising accounts to your agency’s Google Ads manager account (MCC).

Configure your agency’s MCC before sharing your link.

Google Analytics access

Request account-level access, including the Analytics properties within that account.

Choose Viewer, Analyst, Editor, or Admin access.

Google Tag Manager access

Request User or Admin access to your client’s Tag Manager account.

Container permissions are managed separately in Tag Manager.

Coming soon

More platforms are on the way.

  • Meta
  • Microsoft
  • LinkedIn
  • Google Merchant Center
Clear permissions

A better first impression starts with client control.

Account access shouldn’t mean asking a client to send sensitive login details. LeadUp guides them through Google sign-in and makes your request visible before they connect.

Talk through your onboarding workflow

Request only the products you need

Enable the relevant Google services and configure the supported roles. Your client’s link reflects your saved request.

Keep passwords out of the handoff

Clients authenticate with Google and choose which accounts to connect. Your team doesn’t need to collect or store their passwords.

Leave access in your client’s hands

Clients can review or remove your agency’s access directly in each Google product when their needs change.

Beyond onboarding

Get connected. Then get to work.

Keep building your agency’s workflow with LeadUp’s Google Ads tools.

Review search terms

Find irrelevant searches and review negative keyword recommendations.

Monitor client accounts

Keep an eye on account performance across your agency’s Google Ads portfolio.

Improve ad copy

Review Google Ads copy and identify opportunities to improve your messaging.

Unlimited onboarding

More clients.
Same onboarding price.

Connect unlimited accounts and onboard as many clients as you need. Growing your agency doesn’t add to your onboarding bill.

  • Unlimited Google account connections
  • No per-account charges
  • No monthly client quotas

Included in the LeadUp platform

$49.99USD / month

Client onboarding, plus agency tools for budgets, monitoring, ad review, and reporting.

See full pricing

Other usage-based AI services are billed separately. Unlimited connections and clients apply to onboarding.

FAQ

Your client onboarding questions, answered.

How much does client onboarding cost? Are there account or client limits?

Client onboarding is included in LeadUp’s $49.99 USD monthly platform subscription. Connect unlimited accounts and onboard unlimited clients, with no per-account charges or monthly client quotas. Other usage-based AI services are billed separately; see the pricing page for full details.

What is client onboarding software for marketing agencies?

Client onboarding software helps agencies guide new clients through the setup needed to start working together. LeadUp focuses on account access: configure a request, share one link, and let clients connect Google Ads, Google Analytics, and Google Tag Manager accounts.

How do I get access to a client’s Google Ads account?

Connect your agency’s Google account in LeadUp, enable Google Ads, and configure your Google Ads manager account (MCC). Share your connection link so the client can review the request, sign in with Google, and select the advertising accounts to connect to your MCC. The client needs permission to manage account links.

Which platforms does LeadUp onboarding support?

LeadUp’s client onboarding flow currently supports Google Ads, Google Analytics, and Google Tag Manager. Meta, Microsoft, LinkedIn, and Google Merchant Center are coming soon and are not yet available to connect. Your client’s link only shows products your agency has enabled. Google Analytics access is at the account level, and Tag Manager container permissions are managed separately in Google Tag Manager.

Do clients have to share their Google passwords?

No. Clients sign in through Google and authorize LeadUp to complete the access request. They review the requested access and select the accounts to share. Your agency does not need their Google password.

Can I choose the permissions my agency requests?

Yes. Enable the products you need and configure the supported access levels. Analytics supports Viewer, Analyst, Editor, or Admin roles. Tag Manager supports User or Admin account access. Google Ads connects to your configured manager account. Clients can review the request before continuing.

What if a client cannot connect an account?

The client should use a Google account with permission to manage users or account links for the selected product. LeadUp shows connection results, identifies accounts that need attention, and lets the client retry unsuccessful connections.

Can clients remove agency access later?

Yes. Clients can review or remove agency access in Google Ads Access and security, Google Analytics Access management, or Google Tag Manager User Management.

Can I reuse the same onboarding link for different clients?

Yes. Your agency has a reusable client connection link. Saved changes to your request apply to that link immediately, so review your enabled products and permissions before sharing it with a new client.