AgencyFacebook Ad Account Setup Checklist
A short preparation checklist helps the advertiser and support team work from the same plan. Use it before requesting access or arranging an account setup.
Write a campaign brief first
Describe the product or service, the audience you want to reach and the countries you plan to target. Choose the main action you want visitors to take, such as requesting information or completing a purchase. Include the landing page and a planned launch window. A clear brief makes it easier to identify missing information before work begins.
List the assets you will use
- The business and advertising assets involved in the campaign.
- The Facebook Page and other relevant brand profiles.
- The website or landing page that visitors will open.
- The creative materials, copy and person responsible for approval.
- The team members who need campaign or reporting access.
Confirm who controls each asset and whether the required access is already available. Do not assume that access to one asset provides access to every related asset. Keep a record of the permissions you request and the person who can approve them.
Agree on the service arrangement
Ask the provider to explain the account access method, billing responsibilities and support process. Confirm service fees separately from advertising spend. Discuss funding requirements, cancellation terms and how remaining funds would be handled. Write down the agreed scope rather than relying on an informal description of the package.
Check the customer journey
Open your landing page on a phone and a computer. Follow the intended customer action and check that forms, product information and contact links work. Review the advertised offer against the page content. Decide how you will measure the intended action, and verify the required setup before launch.
Complete a final review
Check the selected market, campaign objective, spending plan and approved materials. Review the platform requirements relevant to your campaign. Assign someone to approve launch and someone to review early results. When contacting AgencyCrowns, share this brief and ask the team to confirm available account options and onboarding requirements.