How to Run Client Campaigns at an Agency (Account Access, Approvals and Reporting in Meta Ads Manager)
To run client campaigns at an agency, get access to the client's own ad account and assets through the platform's partner or admin request flow, agree a written brief with one conversion goal and a spending limit, use a consistent naming and folder structure, get creative and copy approved before launch, and report on the client's conversion metric rather than platform vanity numbers. Infinall AI prepares research, copy and creative drafts that land in an Approval Queue for your review; you configure, publish and manage spend in the ad platform, and Infinall does not place media or run campaigns for you.
Running one campaign for yourself is a platform skill. Running campaigns for ten clients is an operations problem: who owns the ad account, who approved the claim in the headline, which campaign belongs to whom, and what the client was promised in the report. Most agency mistakes come from skipping that structure, not from poor targeting. This guide uses Meta Business settings and Ads Manager as the worked example because many agencies start there, and the same ideas apply to Google, LinkedIn and TikTok. Menu names change often, so confirm current labels in each platform's documentation. Infinall AI does not place media, manage ad spend or replace your contract and compliance review.
How to Run Client Campaigns at an Agency (Account Access, Approvals and Reporting in Meta Ads Manager)
Have the client own the ad account and give you partner access
Where possible, the client should own their business portfolio (Meta Business settings), ad account, pixel and page, and you request access as a partner or have them add your people with only the permissions needed. Ownership matters because if the relationship ends, the client keeps their data, audiences and payment method, and you avoid disputes about who owns the history. Use your agency's own business portfolio as the partner, so your team is added by role rather than through personal profiles, and review who has access whenever someone joins or leaves your team. Check the platform's current partner-access process in its documentation, since it changes.
Write a one-page campaign brief with a single conversion goal and a budget limit
Before building anything, record the client's product, offer, target customer, the one conversion that counts (a booked demo, a purchase, a trial start), the monthly spend cap the client has approved, the markets, and any claims or words the client forbids. Add what the client will provide and by when: logo files, product images, testimonials with permission, landing page access. Have the client sign off on the brief in writing, because it becomes your reference for any later disagreement about performance expectations.
Verify tracking and the landing page before you spend
In the client's Events Manager (or equivalent) confirm the pixel or conversions API fires on the real conversion event, test it with a genuine submission or purchase, and check that the event name matches what the campaign will optimise toward. Test the landing page on mobile and check load speed and any consent banner. If tracking is wrong, fix it first or tell the client in writing that results will be unreliable. Do not start a spend that cannot be measured.
Structure and name campaigns consistently across every client
Pick a naming convention and use it everywhere, for example client, objective, audience, offer and start month in a fixed order, so that anyone on the team can read an account in seconds. Keep one campaign per goal, use a small number of ad sets, and attach several distinct creatives per ad set rather than many near-identical ones. Keep a shared tracker listing each client, platform, account ID, monthly cap, goal, start date and owner at the agency. Consistent structure makes handovers, audits and reporting much faster.
Prepare creative and copy, and get client approval before anything goes live
Draft several distinct angles per client, check each claim against the brief, and send the full set for approval in one place with the exact headline, text, image and destination link visible. Record who approved what and when. Infinall AI can generate research from competitor ads in Ad Spy, plus copy and image or carousel drafts from the client's product URL; these land in an Approval Queue where your team edits and approves them before export, and the client's approval is still a separate step you run yourself. Infinall does not guarantee that copy meets platform policies or legal requirements, so review those yourself.
Launch, report on the client's metric and hold a regular review
After publishing in the ad platform, leave budgets and creative alone through the learning period, then report weekly or fortnightly on the conversion goal in the brief: cost per booked demo, cost per purchase, return on ad spend where revenue is tracked. Show spend against the approved cap, what you tested, what you are cutting and what comes next. Where platform numbers and the client's CRM or store data disagree, show both and explain the attribution difference rather than choosing the flattering one. Agree a standing review call so decisions are made on the data and recorded.
Frequently asked questions
Should the agency or the client own the ad account?
Usually the client, with the agency added as a partner or user with appropriate permissions. That keeps the audiences, pixel data, billing and history with the business if the relationship ends, and it removes a common source of disputes. Some agencies run campaigns from their own accounts for specific reasons such as pooled billing or special agency arrangements. If you do, set the ownership and data-return terms out in your contract.
Does Infinall AI run campaigns for my agency clients?
No. Infinall AI prepares campaign research, strategy, copy, creative and a launch guide for your review. You configure each campaign, publish it and manage spending in the ad platform, and the client approval process is yours to run. Infinall does not place media or manage live ad spend. The Free plan ($0, 1,000 credits/month, 2 users) covers Full Campaign in Lite mode; Pro is $30/month with 5 users, 3,000 credits/month and video generation.
How do I keep reporting honest when platform and client numbers differ?
Report the client's conversion goal from the source the client trusts, such as their CRM or store, alongside the platform's figure, and explain attribution windows and privacy modelling as the reason for the gap. Agree in the brief which source is the reference. Clients tend to trust agencies that show the discrepancy openly, and it avoids the later problem of a platform dashboard that looks better than the bank account.
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