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agency-and-client-ops

Coordinate agency paid-media operations through an approval-based workflow.

Updated Aug 27, 2026
Search Tags:#client onboarding#paid media#offboarding#media planning#agency ops#ad account access#reporting cadence
One-click install
npx skills add https://github.com/ca-who-codes/Ultimate-Performance-Marketing-Google-Ads-Meta-ads-etc.- --skill agency-and-client-ops
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: agency-and-client-ops
Source: https://github.com/ca-who-codes/Ultimate-Performance-Marketing-Google-Ads-Meta-ads-etc.-/tree/main/skills/agency-and-client-ops
Command: npx skills add https://github.com/ca-who-codes/Ultimate-Performance-Marketing-Google-Ads-Meta-ads-etc.- --skill agency-and-client-ops

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill removes the confusion and risk around running paid media for external clients by turning agency operations into a clear, approval-based workflow.

Core Features & Use Cases

  • Media Plan Sign-Off: Build a client-ready media plan before any spend begins, including budget split, launch timing, KPI targets, assumptions, and risks.
  • Least-Privilege Account Access: Request and verify the narrowest workable access level across major ad platforms instead of over-granting admin rights.
  • Reporting Cadence Setup: Establish a client-facing rhythm for dashboards, weekly summaries, and strategic reviews.
  • Offboarding Control: Remove access quickly and consistently when an engagement ends or scope shrinks.
  • Use Case: An agency needs to launch a new client account, secure approvals, provision platform access, and define reporting expectations without rebuilding a full onboarding system.

Quick Start

Use this skill to create a client media plan, define the correct ad account access, and set the reporting cadence for a new paid media engagement.

Frequently Asked Questions about agency-and-client-ops

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I set up least-privilege ad account access for agency clients across platforms like Google Ads and Meta?▼

Least-privilege ad account access involves requesting and verifying the narrowest workable access level across platforms like Google Ads, Meta, and TikTok instead of over-granting admin rights. This approach requires documenting platform-specific access records and client-confirmed approval steps to maintain security.

What is an approval-based workflow for client onboarding in paid media?▼

An approval-based workflow for client onboarding coordinates paid-media operations by requiring pre-spend sign-off on media plans, budget splits, and KPI targets. This structured process ensures client confirmation before provisioning ad account access or launching campaigns.

How do I manage client offboarding and revoke access when a paid media engagement ends?▼

Client offboarding requires documented revocation steps to remove access quickly and consistently across ad platforms when an engagement ends or scope shrinks. This structured offboarding control ensures all platform permissions are securely revoked.

Can I use this workflow to establish a reporting cadence for dashboards and strategic reviews?▼

Yes, you can establish a client-facing reporting cadence by setting up recurring dashboards, weekly summaries, and strategic reviews. This requires client-confirmed cadence decisions to align reporting frequency with agency operations and engagement scope.

What's the best way to get media plan sign-off before launching paid media campaigns?▼

Media plan sign-off is best achieved by building a client-ready plan that details budget split, launch timing, KPI targets, assumptions, and risks before any spend begins. This requires documented approval steps to ensure client alignment.

Which ad platforms and analytics tools are supported for provisioning access during client onboarding?▼

Supported platforms include Google Ads, Meta, Microsoft, LinkedIn, TikTok, Amazon, programmatic platforms, GA4, and GTM. The workflow applies to client onboarding slices requiring pre-spend sign-off and least-privilege access across these specific environments.

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