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Meta Ads Client Setup: Business Manager Access, Pixel, and Funnel Infrastructure

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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.

meta-adspixelfacebookclient-onboardingfunnel
Agent 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

Meta Ads Client Setup SOP

Step 1: Get Business Manager Access

Walk client through this on a call:

  1. Client goes to business.facebook.com
  2. Navigate to Settings (bottom left)
  3. Go to People
  4. Remove any previous agencies/people who had access
    • Click person → "Remove from business portfolio"
    • May need to verify identity (Facebook notification)
  5. Click Invite People (blue button)
  6. Enter your email (e.g., jason@ironautomations.com)
  7. Set access level: Full Control
  8. Click Advanced Options → Finance → Manage (so you can see ad spend)
  9. Assign Assets:
    • Facebook Pages → Select All → Enable all permissions (including Leads)
    • Instagram → Select (if connected)
    • Ad Accounts → Select and assign full access
    • Pixels → Check if one exists (likely not if they used instant lead forms)
  10. Click Next → Invite

Step 2: Accept Invitation

  • Check your email for the Meta Business invite
  • Accept and verify you have access to: Pages, Ad Account, Events Manager

Step 3: Set Up Meta Pixel

  • Go to Events Manager in the client's Business Manager
  • Create a new pixel if none exists
  • Add pixel code to the client's funnel pages
  • This enables tracking: where leads drop off, conversion optimization, campaign analytics

Step 4: Conversion API Setup

  • Configure server-side event tracking from GHL funnel to Meta
  • Sends lead actions back to Facebook for better ad optimization
  • Use N8N workflow to bridge GHL events → Meta Conversion API

Step 5: Funnel Preparation

  • Quiz-style funnel to qualify leads (adds friction = higher quality)
  • Replace stock photos with client team photos
  • Funnel fields: Service needed, frequency, timeline, contact info
  • All submissions push to GHL sub-account with proper field mapping

Key Infrastructure Before Ads Launch

  • [ ] Meta Business Manager access (full control)
  • [ ] Meta Pixel installed on funnel
  • [ ] Conversion API configured
  • [ ] A2P SMS verification approved (for instant text-back)
  • [ ] Pipeline set up in GHL sub-account
  • [ ] Speed-to-lead automation active (SMS + conversation AI)
  • [ ] Client has Lead Connector app installed for notifications
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