Your First 7 Days: Agency Setup Checklist
This checklist walks you through everything you need to do during your 7-day trial to get your agency fully set up and ready to launch campaigns the moment you convert. The trial is a setup-only experience — you can connect accounts, scan brands, draft campaigns, and explore agency tools, but publishing is unlocked when you subscribe. Follow the daily milestones below.
Who this is for
Agencies starting a free trial. Works on all plans. If you’re a brand or solo advertiser, see: Your first 7 days: brand setup checklist.
Before you begin
- A work email to create your account.
- Admin access to your clients’ Facebook Business Manager, Google Ads, and/or TikTok Ads accounts (whichever platforms you’ll be running ads on).
- Your clients’ website URLs — the platform scans these to auto-populate brand info, logos, and products.
- If you plan to use a custom domain for white-label: access to your domain’s DNS settings (GoDaddy, cPanel, Squarespace, etc.).
- For the full list of what to have ready, see: What to prepare before connecting accounts.
The checklist
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Day 0–1 |
Create your workspace and scan your brand ✨ Aha moment: Your brand info, logo, and products populate from a URL in seconds. ☐ Create your account and log in. ☐ Go to the Brands tab and create your first workspace (one per client). ☐ Enter your client’s website URL to scan their brand. The platform pulls in logos, colors, industry, products, and services automatically. See: Set up brand context to supercharge AI results ☐ Review and fine-tune the scanned brand info. Add any missing products or services manually, or import them from a CSV. ☐ Repeat for additional clients if you want to set up multiple workspaces now. |
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Day 2–3 |
Connect ad accounts and import existing campaigns ✨ Aha moment: Your existing campaigns appear automatically the moment you connect an account. ☐ Open a workspace and connect your Meta (Facebook & Instagram) ad account. See: Connect Meta (Facebook & Instagram) ☐ Connect your Google Ads account. See: Connect Google ☐ Connect your TikTok Ads account (if applicable). See: Connect TikTok ☐ If any accounts don’t appear or you hit a permissions error, don’t worry — this is the most common sticking point. See: Fix common permission and access errors ☐ Check that your existing campaigns from native platforms have been imported into the workspace. See: Import existing campaigns from native ad accounts ☐ Set up Special Ad Categories if you run housing, credit, or employment ads. See: Set up Special Ad Categories (housing, credit, employment) |
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Day 4–5 |
Draft your first campaign with AI ✨ Aha moment: A full campaign draft — copy, creative, targeting — generated from a short prompt. ☐ Open a workspace and start a new campaign. Choose your goal (traffic, leads, conversions, etc.). See: Choose the right campaign goal ☐ Describe what you want to promote in a short prompt. The AI generates ad copy, headlines, and creative options for you. See: Create AI ad creative from a prompt ☐ Explore the AI creative tools: generate images, try branded templates, or experiment with different ad formats. See: Generate ad images with AI ☐ Review the draft campaign. Adjust targeting, budget, and schedule. You won’t be able to publish yet — that unlocks after the trial — but your draft will be ready to go. See: Launch your first campaign ☐ Try duplicating a campaign to see how fast you can spin up variations across clients. See: Duplicate a TikTok campaign |
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Day 6 |
Explore agency features: billing, white-label, and templates ☐ Set up client billing through Stripe so you can charge clients directly from the platform. See: Set up client billing with Stripe ☐ Configure white-label branding: add your agency logo, business name, and landing page image under the Customize tab. Your clients will see your branding, not the platform’s. See: Set up white-label branding ☐ Set up a custom domain if you want clients to access the platform from your own URL (e.g., marketing.youragency.com). You’ll add a CNAME record in your DNS provider — it typically propagates within 1–2 hours. See: Connect a custom domain ☐ Customize your clients’ experience: under Preferences, choose which tabs, platforms, and features they can see. You can configure this at the agency level or per workspace. ☐ Explore the Creative Hub and create reusable templates you can share across client workspaces. See: Create reusable templates in the Creative Hub ☐ If you use GoHighLevel, set up the integration so clients can access the platform from within GHL. See: Set up the GoHighLevel integration ☐ Invite team members from the Team Members tab. Assign them to specific workspaces or give them admin access. See: Manage workspaces and team members |
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Day 7 |
Review your setup and decide on your plan ☐ Walk through each workspace. Confirm brand info is accurate, ad accounts are connected, and you have at least one campaign draft ready to publish. ☐ Review your plan options and what’s included. Check which features (Optimize for Me, Budget Optimizer, Rules Engine) you’ll want for your workflow. See: Understand your plan and what’s included ☐ Convert to a paid plan. Your drafts, workspaces, connections, and settings are all preserved — nothing resets. ☐ Once you’re subscribed, publish your first campaign. You’re live. |
What you’ll have by the end of day 7
- One or more workspaces set up with brand info auto-populated from client websites.
- Ad accounts connected across Meta, Google, and/or TikTok, with existing campaigns imported.
- At least one AI-generated campaign draft ready to publish the moment you subscribe.
- Client billing, white-label branding, and team access configured (if applicable to your plan).
- A clear picture of what your day-to-day workflow will look like on the platform.
Tips for getting the most out of your trial
- Don’t try to set up every client on day one. Start with one workspace, get comfortable with the flow, then scale to more.
- Brand scanning is fastest with a well-structured website. If the scan misses something, you can always add products and services manually or via CSV.
- Permission errors are normal. They’re the most common issue during setup and almost always fixable within minutes. Check the blocker articles linked above.
- DNS propagation takes time. If you’re setting up a custom domain, do it early in the trial. It can take anywhere from a few minutes to 24 hours.
- Everything you set up during the trial carries over. Nothing resets when you convert to a paid plan. Your workspaces, drafts, connections, and settings stay exactly as you left them.
What comes next
Once you convert, the setup phase is over and the real work begins: launching campaigns, reading results, optimizing performance, and scaling across clients. For a week-by-week guide to your first month, see: Days 8–30: launch, optimize, and scale.
Related articles
- Start here for agencies
- What to prepare before connecting accounts
- Days 8–30: launch, optimize, and scale