The Complete PPC Ad Account Access Template

This complete PPC ad account access template makes gaining access to your new client's ad accounts easy and stress-free. Whether they run campaigns on Google Ads, LinkedIn Ads, Meta Ads, or all 3, this guide is a one-stop access resource.

This template also includes access granting instructions for Google Analytics and Google Tag Manager.

Simply duplicate this Notion resource, customize it for your branding, and you'll have a ready-made access guide to send to clients.

The new PPC client onboarding process has a lot of moving parts. But the first, and most critical, part is getting access to your new client's ad accounts. Because if you can't get into the accounts, you can't manage them!

WHO IS THIS GUIDE FOR?

If you run paid ads for clients or are involved in the PPC client relationship.

• Freelance PPC experts
• Agency PPC specialists
• Agency owners or team leads.
• PPC account managers.

By having an easy-to-use, professional-looking resource to provide to your clients, you'll have a strong start to the PPC client relationship and it will make the access process less frustrating and confusing.

HOW TO USE THIS RESOURCE

• Duplicate the Notion guide.
• Change the intro, branding, and remove any sections you don't need.
• Publish the guide and send your client the link!
• High-five to the start of a great new PPC client relationship.

ABOUT ME

👋 Hi, I'm Emily.

I've spent the last 10 years helping businesses grow with PPC, lead generation, and go-to-market strategies.

I've worked in agencies and in-house, so I know the client relationship very well from both sides. I quit my in-house director of marketing job in 2023 to start my own business where I help both businesses and agencies scale.

As part of that endeavor, I needed my own client onboarding processes and resources. Which is how this template was created!

WHY THIS TEMPLATE

Maybe you're restructuring your new client onboarding processes to make them more streamlined and organized.

Maybe you've had an influx of new clients onboarding and you need an efficient way to get access to their accounts.

Maybe you've had issues gaining access to ad accounts in the past and you just need a simple, effective resource to send to your clients.

Whatever the case, the access process can be a headache. But it's the first step in managing PPC accounts.

Do it right (and quickly).

First impressions are important. That's why getting onboarding right is so critical.

Get your new client relationship started on the right foot by providing your client with an easy-to-follow guide that is organized and professional.

This is the guide I use for my PPC clients when they sign on. It's made the onboarding process much more streamlined and I'm able to get access fairly quickly without as many questions!

WHAT'S INCLUDED

✅ Google Ads manager account linking instructions

✅ LinkedIn Ads account and company page access instructions

✅ Meta Business Suite and Meta Ads account access instructions

✅ Google Analytics account and property access instructions

✅ Google Tag Manager account and container access instructions

✅ Screenshots for every step for each platform

✅ Written in a client-facing format with anonymized screenshots so you don't have to make any edits

✅ Helpful notes and things to look out for when requesting access to particular platforms

✅ Tips and tricks that I've found helpful when requesting access from clients

✅ Bonus instructions on how to publish your own version of this template on Notion (so you can then just send your clients a link when requesting access!)

QUESTIONS?

Send me an email: emilywoodmarketing@gmail.com

Or connect with me on LinkedIn: https://www.linkedin.com/in/emilylwood/