Onboard a marketing reporting client without sharing passwords
Establish resource access, reporting definitions and review boundaries before connecting a client’s marketing accounts.
Good reporting onboarding reduces ambiguity about identity, ownership and the numbers that matter. Ask the client to grant appropriate access through provider tools. Shared passwords and copied tokens make it harder to manage permissions and understand who can retrieve data.
Work through it, step by step.
List the required properties and ad accounts with their IDs and owners. Confirm the business purpose for each connection and the relevant reporting currency.
Agree the definitions of enquiries, purchases and other outcomes. Identify who owns measurement configuration and can resolve event-quality questions.
Connect with authorised identities, verify a small read report and record the review cadence. Document how access will be revoked when the engagement ends.
Make it concrete.
Two client properties have nearly identical names but represent staging and production. Recording their IDs during onboarding prevents a polished report from describing the wrong environment.
What to keep in mind.
An agency’s access to one platform does not imply permission to retrieve every other connected source. Scope the work to the client’s actual authorisation.
Your next useful step.
Keep a compact account map and metric dictionary. In Liftaven, validate each provider connection before preparing the first recurring report or agent workflow.
Working with this in Liftaven
Choose a single business question before requesting data. Write down the accounts, dates and definitions that make the answer reproducible. Liftaven provides the reporting workspace and authenticated MCP access; decisions and changes remain with you.
Explore the AI workflowSources & context
This note combines original practical guidance with the reporting references below. Follow provider documentation for current definitions and availability; suggested investigations are not guarantees of a particular result.