Reference
Agency Client Onboarding in 1 Hour
Complete discovery, audit, and baseline for new clients.
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Category: Onboarding. Difficulty: Intermediate. Estimated time: 1 hour. Estimated time saved: 4h. These estimates depend on your account and task.
Platforms
Best for
Prerequisites
- Client platform access
Connect the required accounts and your AI assistant, then confirm the workspace and client context. Open a recipe for its prerequisites, prompts and expected output. Treat durations and time savings as editorial estimates, not guarantees. Check proposed writes before approving them. Recipes involving another service need a separate connection to that service.
Tools used
| Tool | Purpose |
|---|---|
meta_list_ad_accounts | Account discovery |
meta_query | Structure analysis |
meta_get_insights | Performance baseline |
google_ads_list_accounts | Account discovery |
ga4_list_properties | GA4 discovery |
workflow | Audit workflow |
The tools available to your assistant depend on account connections, workspace permissions and client support. Browse the tool catalog.
Workflows used
Prompts
Use these prompts in your connected AI assistant. Replace account names, dates and targets as needed. Read the result before following a recommendation or approving a write.
Full Onboarding
I'm onboarding a new agency client. Run a complete discovery: list all their ad accounts, analyze account structure, identify immediate issues, establish performance baselines, and generate a 90-day optimization roadmap.
Expected output: Complete client onboarding report with roadmap
Automation
This recipe is intended for an interactive run. Review the result with your assistant before proceeding.
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