One of the most time-consuming and frustrating parts of onboarding new clients is gaining access to their various ad accounts on platforms like Facebook, Google, TikTok, and LinkedIn. So when we came across an account access tool called Leadsie, we wanted to share it with our audience. Leadsie is a game-changing tool that streamlines the process of account access management for digital ad agencies. Leadsie recommends using a business account for managing permissions effectively. Navigating through business settings in Meta Business Portfolio is essential for managing accounts and permissions effectively. This blog post outlines the features, benefits, and reasons why Leadsie is the go-to solution for agencies needing quick and secure access to their clients’ accounts.
What is Leadsie?
Leadsie is a software-as-a-service (SaaS) platform designed to simplify the process of accessing clients’ marketing assets across multiple platforms. Leadsie integrates with Meta Business Portfolio for managing Facebook pages. Meta Business Manager helps in accessing and managing Facebook business pages securely. Instead of the traditional methods of exchanging passwords or troubleshooting access via screen shares and lengthy back-and-forth email threads, Leadsie enables agencies to request access to Facebook, Google, TikTok, and LinkedIn accounts through a single, secure link. With just a few clicks, clients can grant the necessary permissions, making the entire onboarding process faster and more efficient.
The Importance of Accessing Clients’ Social Accounts
As a digital agency or freelancer, having seamless access to your clients’ social media accounts is crucial for managing their online presence effectively. Access to their Facebook page, in particular, allows you to perform various tasks such as scheduling content, checking analytics, and responding to customer comments and private messages. This access is essential for the day-to-day management of the page admin and ensures that your clients’ social media presence is consistent with their brand identity.
Moreover, accessing clients’ social accounts enables you to provide better services, such as creating and scheduling posts, monitoring engagement, and analyzing performance metrics. This, in turn, helps to build trust and strengthen client relationships. By having seamless access to your clients’ social media accounts with Leadsie, you can streamline your workflow, reduce the risk of errors, and focus on delivering high-quality services that meet your clients’ expectations.
Why Leadsie is a Game Changer for Digital Ad Agencies
Multi-Platform Access
One of the key pain points for agencies is managing multiple social media platforms, each with its own process for granting access. For instance, accessing a client’s Facebook Ad account involves different steps than gaining access to their Google Ads or TikTok account. Leadsie eliminates the need for agencies to learn and juggle multiple procedures. Instead, it combines access requests for Meta (Facebook and Instagram), Google Ads, Google Analytics, TikTok Ads, and LinkedIn into a single streamlined process.
Simple, One-Click Request Access
Leadsie turns a traditionally cumbersome process into a seamless experience. After generating a custom access link, agencies send it to their clients, who can then click and grant the necessary permissions. Leadsie simplifies the process of requesting Facebook access with just a few clicks. In many cases, it takes just one or two clicks, making it as easy as possible for clients. This simplicity not only saves time but also reduces the friction often experienced during onboarding.
Automated Onboarding
Agencies often waste hours or even days chasing clients for the right permissions or troubleshooting access issues. With Leadsie, this is no longer necessary. Leadsie automates the process of requesting access to a client’s Facebook account, ensuring a smooth transition to managing their business page. The platform offers built-in automations and integrations with Zapier and other tools to further streamline onboarding tasks. For example, once access is granted, agencies can automatically assign assets to team members or initiate client workflows without lifting a finger.
Custom Branding
For agencies that want to reinforce their professional image during the client onboarding process, Leadsie allows for white-label customization. You can embed your custom access link directly on your website and include your agency’s branding, ensuring that clients experience a seamless, professional interaction from start to finish. This enhances your agency’s reputation and creates a strong first impression during the critical initial phase of client relationships. Additionally, Leadsie helps in managing the client’s Facebook business page with custom branding.
Security and GDPR Compliance
Data security is a major concern for both agencies and clients, especially in a time where regulations like GDPR demand higher levels of compliance. Leadsie is fully GDPR-compliant, meaning that agencies can trust it to handle sensitive client information securely. Additionally, Leadsie eliminates the need for password sharing by utilizing OAuth, which ensures that clients can grant access without exposing their login credentials. This also means that there is no need to share personal Facebook account details, ensuring better security.
Time Savings
Every hour spent dealing with access issues is an hour that could have been used to optimize campaigns or generate results for clients. Leadsie drastically reduces the time needed to gain access to clients’ accounts, cutting down what used to take days to just a matter of minutes. This time savings translates into more productive, efficient campaigns and faster client onboarding—key factors that help agencies maintain a competitive edge. Leadsie also simplifies the process of obtaining admin access to Facebook pages, reducing delays and friction.
Challenges of Requesting Access to Facebook Pages
Requesting access to Facebook pages can be a daunting task, especially for agencies and freelancers who work with multiple clients. One of the primary challenges is navigating Meta’s portfolio of tools, which can be frustrating due to multiple names for the same thing. Additionally, clients may not always be aware of the access request or may not know who owns the page or has admin rights, leading to delays and friction in the onboarding process.
Furthermore, requesting access to Facebook pages requires a Business Manager account, which can be a hurdle for clients who are not familiar with Meta’s tools. Moreover, sharing personal Facebook login details is a security risk and can cause problems with 2-factor authentication. These challenges highlight the need for a streamlined and secure solution, such as Leadsie, to request access to Facebook pages and simplify the onboarding process.
Key Features of Leadsie
Leadsie offers several features that make it the go-to solution for agencies needing access to multiple client accounts. Leadsie facilitates the process of accessing a client’s Facebook page securely, ensuring that permissions are granted without compromising the client’s ownership of their Facebook assets.
Platform Integrations with Meta Business Manager
Leadsie integrates with major ad platforms like Facebook, Google, TikTok, and LinkedIn, giving agencies the ability to request access to various assets, including ad accounts, pages, catalogs, pixels, Google Analytics, and more.
Create Missing Meta Assets
A common problem agencies face is dealing with clients who don’t have the necessary Meta (Facebook and Instagram) assets like a Business Manager account. Leadsie solves this by allowing clients to create missing Meta business assets directly through the platform, eliminating yet another potential roadblock during onboarding.
Webhooks and Automation
Leadsie supports webhooks, enabling agencies to automate tasks after receiving access to client accounts. For example, webhooks can be set up to send notifications, assign tasks to team members, or even trigger workflows in external systems like CRM platforms. Leadsie also automates tasks related to Meta Business Manager through webhooks.
Access Levels and Permissions
Agencies often need different levels of access depending on the project. Leadsie allows for customizable links through business settings where agencies can request either “manage” or “view-only” permissions, giving flexibility in how they access client accounts.
Mobile-Friendly
In today’s mobile-first world, it’s essential that clients can grant access no matter where they are. Leadsie is fully mobile-friendly, allowing clients to grant access to social media platforms from their smartphones.
Integrating Leadsie with Content Snare
Leadsie can be seamlessly integrated with Content Snare, a popular data and content collection tool for digital agencies. By pairing Leadsie with Content Snare, you can streamline information gathering and request Facebook page access in one process. This integration allows you to add a new field to your Content Snare request, name it “Access to a page request,” and include a Leadsie link to guide your client through the process of requesting Facebook page access.
To integrate Leadsie with Content Snare, simply add a Leadsie link to your Content Snare request and explain your request in the instruction box. This will enable your client to log in with their Facebook account and confirm access, simplifying the onboarding process and reducing the risk of clients missing the access request.
Setting Up Your Leadsie Account
Setting up your Leadsie account is a straightforward process that enables you to request access to Facebook pages seamlessly. To get started, simply sign up for a Leadsie account and follow the prompts to set up your account. Once you’ve set up your account, you can start requesting access to Facebook pages by sending your client a link with the permission details of your Facebook page request.
Leadsie allows clients to log in with their Facebook account and confirm access, eliminating the need for sharing personal Facebook login details or navigating Meta’s portfolio of tools. By using Leadsie, you can simplify the onboarding process, reduce the risk of errors, and focus on delivering high-quality services that meet your clients’ expectations.
Benefits of Using Leadsie for Agencies
Improved Client Relationships through Client’s Facebook Account
One of the most critical times in an agency-client relationship is during the onboarding process. The smoother this process goes, the better impression the agency makes. With Leadsie, the friction is minimized, meaning clients are more likely to have a positive first experience. This can lead to stronger, longer-lasting relationships. Additionally, Leadsie helps in managing the client’s Facebook business page effectively.
More Focus on Results
By automating the Facebook access request process, Leadsie allows agencies to spend less time chasing down account permissions and more time focusing on what truly matters—delivering results for their clients.
Scalability
For agencies handling a growing number of clients, scalability is critical. Leadsie allows agencies to manage the onboarding of multiple clients’ Meta business assets simultaneously without increasing the workload. The more clients onboarded with Leadsie, the more time agencies save.
Reduced Errors
Granting incorrect access levels or dealing with platform-specific quirks can lead to delays and errors. Leadsie ensures that agencies get the exact level of access they need from the get-go, reducing the likelihood of errors during onboarding. Additionally, Leadsie guarantees that agencies receive the correct admin access levels from the start, facilitating smoother collaboration and access requests.
Better Security
The importance of security cannot be overstated. Password sharing and insecure email exchanges are risky methods of managing client accounts. Leadsie’s secure platform eliminates these risks, making it a safer option for agencies and clients alike by eliminating the need for sharing personal Facebook account details, ensuring better security.
Case Studies: Real-Life Benefits for Agencies
Several leading agencies have adopted Leadsie and seen significant improvements in their processes. For instance, ChiroCandy, a large chiropractic marketing agency in the U.S., cut their onboarding time in half after implementing Leadsie, saving over 15 hours per month. Similarly, EmberTribe, a growth marketing agency, reported that Leadsie allowed them to access historical data from prospective clients more quickly, enabling them to create stronger pitches and win more business. Leadsie also facilitates the process of accessing a client’s Facebook page securely, ensuring that permissions are managed without compromising the client’s ownership of their Facebook assets.
Wrapping Up
Leadsie is more than just an onboarding tool; it’s a time-saving, relationship-enhancing, and error-reducing solution for digital ad agencies. Leadsie recommends using a business account for managing permissions effectively. By simplifying the access request process across multiple platforms like Facebook, Google, TikTok, and LinkedIn, Leadsie enables agencies to focus on what they do best—delivering exceptional results for their clients.
If your agency is tired of chasing down access permissions or dealing with complicated onboarding processes, it’s time to give Leadsie a try. The platform offers a 14-day free trial, so you can experience firsthand how it can transform your agency’s workflows.
