Client Onboarding

Step 1 — Confirm your key accounts

Please confirm you have access to:

If you’re not sure where your accounts live, no problem — we can help you locate or set them up.

Step 2 — Grant Google Ads Access (Required)

We manage everything from inside your existing Google Ads grant account.

✅ Best Option: We Request Access

  1. Log into your Google Ads account
  2. Near the top of the page you’ll see your account name (typically your organization’s name) and Google Ads account number, it looks like a phone number: 123-456-7890
  3. Copy that number
  4. Send it to us
  5. We request access to manage your account
  6. You approve access from the prompts Google sends to you

✅ Alternative Option: Add us as a user

  1. Log into your Google Ads account
  2. Go to Tools & Settings → Access and Security
  3. Click the Users tab
  4. Click the blue “+” button
  5. Add your account managers email address.
  6. Select permission level:
    ✅ Admin (preferred) or Standard

If your organization has internal policies that restrict Admin access, we can work with Standard — but Admin is best for clean setup.

Step 3 — Grant Google Analytics (GA4) Access (Required)

Analytics access ensures we can validate conversion tracking and report outcomes.

  1. Log into Google Analytics
  2. Click Admin (gear icon)
  3. Under Account Access Management and/or Property Access Management
  4. Add your account managers email address.
  5. Recommended permissions:
    ✅ Editor (preferred)

Step 4 — Grant Google Tag Manager Access (If applicable)

If your site uses GTM, it’s the cleanest way to manage conversions.

  1. Log into Google Tag Manager
  2. Select your container
  3. Click Admin
  4. Click User Management
  5. Add your account managers email address.
  6. Permission level:
    ✅ Admin (preferred)

Step 5 — Grant Google Search Console Access (Required)

Search Console helps us validate indexing, diagnose landing page visibility, and guide the grant toward sustainable growth.

  1. Log into Google Search Console
  2. Select your website property
  3. Click Settings
  4. Click Users and permissions
  5. Click Add user
  6. Add your account managers email address.
  7. Permission:
    ✅ Full (preferred)

Step 6 — Website Access (Required)

To ensure your grant performs well, we often need to make or recommend improvements related to landing pages, forms, and tracking.

Options for website access:

✅ Best: add us as a user/admin for your CMS

  • WordPress: add as Administrator (preferred) or Editor
  • Wix/Squarespace: invite collaborator/admin
  • Other platforms: just let us know which one you’re using

If you prefer not to provide website access, we can work via recommendations and approvals — but implementation will take longer.

After Access Is Granted — What Happens Next

Once access is complete, our onboarding process begins immediately:

  1. Account & conversion audit
  2. Fix tracking issues
  3. Build grant structure + intent mapping
  4. Launch optimizations
  5. Reporting tied to meaningful outcomes (not vanity clicks)

Need help?

If you hit any roadblocks during access setup, just email us and we’ll walk you through it.