{"slug":"meta-ads-client-setup-sop","title":"Meta Ads Client Setup: Business Manager Access, Pixel, and Funnel Infrastructure","tags":["meta-ads","pixel","facebook","client-onboarding","funnel"],"agent_summary":"Step-by-step SOP for getting a client's Meta Business Manager access, setting up the pixel, configuring the ad account, and preparing the funnel infrastructure before launching meta ads.","trigger_phrases":["meta ads client setup","facebook business manager access","meta pixel setup for client","get access to client ad account","prepare client for meta ads","facebook ads infrastructure setup"],"runnable":true,"markdown":"## Meta Ads Client Setup SOP\n\n### Step 1: Get Business Manager Access\n\nWalk client through this on a call:\n\n1. Client goes to `business.facebook.com`\n2. Navigate to **Settings** (bottom left)\n3. Go to **People**\n4. Remove any previous agencies/people who had access\n - Click person → \"Remove from business portfolio\"\n - May need to verify identity (Facebook notification)\n5. Click **Invite People** (blue button)\n6. Enter your email (e.g., `jason@ironautomations.com`)\n7. Set access level: **Full Control**\n8. Click **Advanced Options** → Finance → **Manage** (so you can see ad spend)\n9. **Assign Assets:**\n - Facebook Pages → Select All → Enable all permissions (including Leads)\n - Instagram → Select (if connected)\n - Ad Accounts → Select and assign full access\n - Pixels → Check if one exists (likely not if they used instant lead forms)\n10. Click **Next** → **Invite**\n\n### Step 2: Accept Invitation\n- Check your email for the Meta Business invite\n- Accept and verify you have access to: Pages, Ad Account, Events Manager\n\n### Step 3: Set Up Meta Pixel\n- Go to Events Manager in the client's Business Manager\n- Create a new pixel if none exists\n- Add pixel code to the client's funnel pages\n- This enables tracking: where leads drop off, conversion optimization, campaign analytics\n\n### Step 4: Conversion API Setup\n- Configure server-side event tracking from GHL funnel to Meta\n- Sends lead actions back to Facebook for better ad optimization\n- Use N8N workflow to bridge GHL events → Meta Conversion API\n\n### Step 5: Funnel Preparation\n- Quiz-style funnel to qualify leads (adds friction = higher quality)\n- Replace stock photos with client team photos\n- Funnel fields: Service needed, frequency, timeline, contact info\n- All submissions push to GHL sub-account with proper field mapping\n\n### Key Infrastructure Before Ads Launch\n- [ ] Meta Business Manager access (full control)\n- [ ] Meta Pixel installed on funnel\n- [ ] Conversion API configured\n- [ ] A2P SMS verification approved (for instant text-back)\n- [ ] Pipeline set up in GHL sub-account\n- [ ] Speed-to-lead automation active (SMS + conversation AI)\n- [ ] Client has Lead Connector app installed for notifications\n","html":"

Meta Ads Client Setup SOP

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Step 1: Get Business Manager Access

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Walk client through this on a call:

\n
    \n
  1. Client goes to business.facebook.com
    2. \n
  2. Navigate to Settings (bottom left)
    3. \n
  3. Go to People
    4. \n
  4. Remove any previous agencies/people who had access\n\n
    5. \n
  5. Click Invite People (blue button)
    6. \n
  6. Enter your email (e.g., jason@ironautomations.com)
    7. \n
  7. Set access level: Full Control
    8. \n
  8. Click Advanced Options → Finance → Manage (so you can see ad spend)
    9. \n
  9. Assign Assets:\n\n
    10. \n
  10. Click Next → Invite
    11. \n
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Step 2: Accept Invitation

\n\n

Step 3: Set Up Meta Pixel

\n\n

Step 4: Conversion API Setup

\n\n

Step 5: Funnel Preparation

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Key Infrastructure Before Ads Launch

\n\n"}