Agency ad management: organize clients, access, and approvals
An operating model for agencies that need clear client boundaries without separate subscriptions for every project.
Read guideGuides & workflows
Agency operations
A repeatable agency process needs clear client boundaries as much as useful reports. Organize projects, assign the right people, and keep commercial approval alongside exact advertising previews. These guides connect the permission model to the day-to-day work of client reporting and decision-making.
Start here
3 guidesGive clients read-only ad access without giving them editing rights
A clear permission model for clients who need visibility without the ability to change campaigns.
Read guideCPA vs ROAS: build agency reports that explain the business
Worked calculations and a reporting structure that keeps totals, attribution, and business outcomes honest.
Read guideStart with your own accounts.
Connect your ad accounts, ask a useful question, and review changes before applying them.