Meta Business Portfolio & Ads Manager Setup

Service Scope

Meta Business Portfolio & Ads Manager Setup is a fixed-scope foundation service for one business. It prepares the essential business, advertising-account, and access structure required before campaign build, tracking work, catalog setup, or media spend begins.

Meta Business Portfolio Setup

We create or organize one Meta Business Portfolio for the approved business, where available under the client’s eligible Meta account. The work focuses on establishing a clear, practical structure for the business and its approved advertising assets.

Meta Ads Manager and Advertising Account Setup

We create or organize one advertising account in Meta Ads Manager where permitted by Meta. The approved foundational settings and structure are prepared so the account is ready for future campaign, tracking, or management work.

This service does not include campaign creation, audience building, ad creation, ad copy, budget allocation, billing setup, or media spend.

Approved Business Assets

We connect or organize up to one Facebook Page and one eligible professional Instagram account supplied by the client. We review the approved assets and their current access structure to help ensure they are organized for future advertising work.

The service does not include creating Facebook Pages or Instagram accounts, transferring ownership from another business, catalog setup, Commerce Manager work, or resolving restricted assets.

Access and Permission Structure

We set up access for up to five approved individuals, such as business owners, administrators, or team members. Access is assigned only according to the client’s confirmed instructions and the permissions available through Meta.

The client remains responsible for confirming who should receive access and which level of access each person should have.

Account Readiness and Handoff

After setup, we review the approved Business Portfolio, advertising account, connected assets, and assigned permissions. You receive confirmation of the completed foundation setup and one 30-minute handoff call.

Client Responsibilities and Meta Approval

The client must provide the required Meta access, business information, approved asset details, and confirmation of requested users and permissions. Meta controls account eligibility, business verification, advertising-account availability, billing, payment-method approval, policy decisions, and asset ownership.

Approval, verification, unrestricted account status, or successful advertising delivery cannot be guaranteed.

Final Deliverable

You receive one organized Meta Business Portfolio and Meta Ads Manager foundation for one business, including the approved advertising account, connected assets, access structure, completion confirmation, and handoff call.

Timeline

Standard delivery is 3–5 business days after complete client access, required information, and approvals are received. Delayed access, missing information, existing ownership issues, Meta restrictions, or verification requirements may extend the timeline.

Scope Boundaries

This package does not include Meta campaign strategy, campaign build, Pixel or Conversions API setup, event tracking, catalog or Commerce Manager setup, audience setup, creative production, ad copywriting, landing-page work, billing setup, business verification, policy appeals, account recovery, restricted-account resolution, or ongoing Meta Ads management.