# Agency Client Onboarding in 1 Hour

Source: https://adsuperpowers.ai/docs/cookbook/recipe/agency-client-onboarding

Complete discovery, audit, and baseline for new clients.

Category: [Onboarding](https://adsuperpowers.ai/docs/cookbook/category/onboarding). Difficulty: Intermediate. Estimated time: 1 hour. Estimated time saved: 4h. These estimates depend on your account and task.

## Platforms

- [Meta Ads](https://adsuperpowers.ai/docs/cookbook/platforms/meta)
- [Google Ads](https://adsuperpowers.ai/docs/cookbook/platforms/google-ads)
- [Google Analytics](https://adsuperpowers.ai/docs/cookbook/platforms/ga4)

## Best for

- [Agency Owner](https://adsuperpowers.ai/docs/cookbook/roles/agency-owner)
- [Sales Pro](https://adsuperpowers.ai/docs/cookbook/roles/sales-pro)

## Prerequisites

- Client platform access

Connect the required accounts and your [AI assistant](https://adsuperpowers.ai/docs/setup), then confirm the [workspace and client context](https://adsuperpowers.ai/docs/accounts#client-profiles). 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`](https://adsuperpowers.ai/docs/tools/meta-ads#available-tools) | Account discovery |
| [`meta_query`](https://adsuperpowers.ai/docs/tools/meta-ads#available-tools) | Structure analysis |
| [`meta_get_insights`](https://adsuperpowers.ai/docs/tools/meta-ads#available-tools) | Performance baseline |
| [`google_ads_list_accounts`](https://adsuperpowers.ai/docs/tools/google-ads#available-tools) | Account discovery |
| [`ga4_list_properties`](https://adsuperpowers.ai/docs/tools/google-analytics#available-tools) | GA4 discovery |
| [`workflow`](https://adsuperpowers.ai/docs/tools/workflows#available-tools) | Audit workflow |

The tools available to your assistant depend on account connections, workspace permissions and client support. [Browse the tool catalog](https://adsuperpowers.ai/docs/tools).

## Workflows used

- [`client-onboarding`](https://adsuperpowers.ai/docs/workflows)

## 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

```text
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.

## Related recipes

- [Daily Performance Pulse](https://adsuperpowers.ai/docs/cookbook/recipe/daily-performance-pulse)
- [List All Connected Accounts](https://adsuperpowers.ai/docs/cookbook/recipe/list-all-accounts)
- [Campaign Status Check](https://adsuperpowers.ai/docs/cookbook/recipe/campaign-status-check)

[All recipes](https://adsuperpowers.ai/docs/cookbook) · [Featured](https://adsuperpowers.ai/docs/cookbook/featured) · [Quick wins](https://adsuperpowers.ai/docs/cookbook/quick-wins) · [Deep dives](https://adsuperpowers.ai/docs/cookbook/deep-dives) · [Automated workflows](https://adsuperpowers.ai/docs/cookbook/automated) · [Integrations](https://adsuperpowers.ai/docs/cookbook/integrations) · [Platforms](https://adsuperpowers.ai/docs/cookbook/platforms) · [Roles](https://adsuperpowers.ai/docs/cookbook/roles)