How to Set Up a New Client for Google Ads (Step-by-Step Onboarding)
If you’re managing Google Ads for clients, you’ve probably wondered:
Do clients need to give written permission to advertise their site?
The short answer: No, not technically.
But if you want to be professional, protected, and scalable, here’s the right way to onboard a new client.
Step 1: Always Start With a Clear Agreement
Too many consultants just “wing it” with verbal confirmations or email chains.
Instead:
- Create a simple agreement (even if it’s not a legal-heavy doc)
- Include what services you’re providing
- Outline the goals and expectations
- Mention any limitations—like “what if the results don’t come?” or “is there a refund policy?”
Having a signed document builds trust and clarity right away.
As you grow, it’s smart to invest in a proper legal agreement, especially to protect both you and your client long-term.
Step 2: Lock in the Budget (Separately)
Budget should be handled outside of the contract. Why?
Because:
- Budget may change month to month
- You want flexibility
- It doesn’t need to be a “set in stone” clause
Instead, confirm budget via email:
- “Here’s what we’re spending this month”
- “Can you confirm?”
- ✅ Client replies: “Yes”
Done. It’s simple and effective.
Step 3: Account Access and Ownership
If the account is the client’s (which it should be), then:
- They should own the account
- You should be added as a manager
- They retain full visibility and access
This builds transparency and ensures the client can see performance, spend, and account history—regardless of who’s managing it in the future.
Final Thoughts
Onboarding a new client for Google Ads isn’t just about pushing campaigns live—it’s about setting clear boundaries and communication from day one.
To recap:
- ✅ Get a signed agreement outlining responsibilities and limitations
- ✅ Confirm budget via email for flexibility
- ✅ Ensure client owns the account, and you have access as manager
This keeps your client relationships clean, professional, and scalable—so everyone’s aligned and protected.