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The Facebook Ad Agency Onboarding Process & What to Expect Week by Week

You’ve just signed on with a facebook ads agency and might be wondering what comes next. The onboarding process can seem a little unclear but it’s one of the most important steps to setting your campaigns up for success. You’re probably curious about how soon your ads will launch, what the agency will need from you, and how involved you should be.

A strong onboarding goes beyond paperwork and calls. It builds the foundation for a solid partnership. In fast-moving markets where consumer expectations and advertising rules constantly change, getting this phase right can save you time, money, and frustration.

Whether you’re working with a marketing agency specializing in facebook ads or a facebook ads management agency, understanding the typical journey during onboarding can help you prepare and keep everything on track.

Pre-Week One Preparation

Before the kickoff call, it’s important to get everything ready on your side. This usually includes gathering brand assets such as logos, style guides, creative files, and any data from past campaigns. If you’re running an ecommerce store or using platforms like Shopify, make sure product feeds, sales tracking, and pixel setups are accessible.

Most experienced facebook ads agencies will provide a checklist ahead of time to guide you through this. Getting this done early helps avoid delays caused by missing credentials or approvals.

One helpful tip is to make sure your Facebook Business Manager access is properly configured so the agency can begin work without back-and-forth.

Week One: Kickoff and Deep Dive

The kickoff call is when you and the agency align expectations and start building a working relationship. They’ll want to hear your brand’s story, what you sell, who your customers are, and what has worked or not worked before.

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An audit of your existing ad accounts typically follows, where performance data and tracking setups are reviewed. This often uncovers issues like missing pixels or audience overlaps that might have been costing you money.

Jessica Lee, a digital strategist, says the discovery phase is crucial because many brands lose significant budgets due to technical errors that go unnoticed until audited.

If you’re looking for a facebook ads agency near me or one that specializes in ecommerce, this deep dive is where the partnership really begins.

Week Two: Strategy Development

After gathering insights, the agency will create a tailored campaign strategy. This includes defining clear performance goals, choosing target audiences, budgeting, and brainstorming creative approaches.

For ecommerce businesses, this stage often involves mapping out tactics like dynamic product ads, cart abandonment retargeting, or building lookalike audiences from your best customers.

Since customer behavior can vary across regions and demographics, many agencies recommend regionally tailored campaigns to better connect with local buyers.

Partnering with the best facebook ads agency means you’ll benefit from these nuanced strategies.

Week Three: Technical Setup and Creative Collaboration

This week focuses on getting the technical details right. The agency verifies or installs Facebook pixels, sets up conversion events, and builds custom audiences in Facebook Ads Manager.

If you provide creatives, the agency reviews and optimizes them for engagement and compliance. Otherwise, expect creative drafts for your input.

Privacy and data protection are more important than ever. Agencies ensure your campaigns comply with platform policies and legal standards, which is critical especially if you work with  facebook ad agency.

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Week Four: Final Review and Launch Planning

You’ll review and approve final creatives, audience setups, budgets, and overall campaign structures.

A thorough quality check is performed, testing every link and tracking pixel to avoid any problems on launch day. Timing is locked in, often to coincide with important sales or product launches.

Week Five: Launch and Early Optimization

Once your campaigns go live, the agency monitors daily performance closely. They adjust bids, budgets, and creatives to help Facebook’s algorithm find your ideal audience.

Expect regular, easy-to-understand reports highlighting what’s working and what needs improvement. Don’t hesitate to ask your agency to track deeper metrics like post-click engagement or repeat purchases for richer insights.

Working with a facebook ad management agency that provides clear reporting makes this process more transparent and effective.

Week Six and Beyond: Testing, Scaling, and Evolving

Facebook advertising requires ongoing testing and refinement. Your agency will continuously experiment with new creatives, audience segments, and bidding strategies.

They’ll scale up what’s working and pause what isn’t. For ecommerce clients, this often includes funnel optimization or upsell campaign development.

Regular strategy check-ins keep your efforts aligned with evolving business goals and market changes.

Common Pitfalls to Avoid

Slow delivery of creative assets or delayed approvals can stall your campaign launch. Be proactive to keep things moving.

Clear communication is essential. Use dedicated tools like Slack or Asana and clarify roles so everyone knows who’s responsible for what.

Also, ensure you fully understand your agency’s pricing. Transparent facebook ads agency pricing helps avoid unexpected costs that can eat into your marketing budget.

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Hypothetical Scenario

Imagine a nutrition brand preparing for a big holiday sale. During onboarding, their agency identifies regional shopping habits and suggests customizing ads, more energetic visuals in busy urban centers and trust-focused messaging in smaller towns. This tailored approach boosts conversions by 25 percent compared to a generic national campaign.

Conclusion

Onboarding your facebook ads agency properly sets the stage for campaign success. Knowing what happens each week, from preparation to launch and ongoing optimization, will keep you in control and aligned with your agency.

In a competitive and ever-changing market, your agency’s agility and communication can be just as important as the campaigns themselves.

Ready to make onboarding easier? Gather your assets, clear your schedule for kickoff meetings, and get ready to grow.

Sky Bloom IT

I’m Ghazanfar Ali, CEO of Sky Bloom IT. For over 5 years, I’ve helped brands grow online with high-quality guest posts and direct backlinks. With access to 1200+ author accounts, I offer trusted placements that deliver results, not promises. WhatsApp: +923075459103

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