The agency journey

The agency journey is the checklist that takes the agency from signup to its first client receiving a report. It lives on the agency Home and has two parts: what the agency sets up once and what each client needs. Each step checks itself off when you complete it in the product, with no "done" button to click.

Before you start

• It applies to agency and freelancer accounts.
• The journey appears on the agency view Home. Inside each client, the same journey shows at the bottom of the sidebar as Getting started.
• Your first client becomes the template for the next ones: report templates you save work for all of them.

The steps

• Connect the agency BM and MCC

  Where it lives

  Settings › Connections

  Checks itself when

  there is an active agency connection (BM or MCC)

• Apply the agency brand

  Where it lives

  Settings › Brand

  Checks itself when

  the agency has a saved logo

• Invite the internal team

  Where it lives

  Settings › Members

  Checks itself when

  the agency has another member besides you, or a pending invitation

• Add the client

  Where it lives

  Clients › Add client

  Checks itself when

  the agency has at least one client

• Assign the client's accounts

  Where it lives

  Client › Connections

  Checks itself when

  the client has at least one Meta Ads, Google Ads or GA4 account assigned, or its own connection

• Apply the client's brand

  Where it lives

  Client › Brand

  Checks itself when

  the client has a logo or brand color

• Create the first report

  Where it lives

  Client › Reports › New report

  Checks itself when

  the client has a generated report

• Schedule recurring delivery

  Where it lives

  Client › Reports › Schedule delivery

  Checks itself when

  the client has an active schedule

• Invite the client to the portal

  Where it lives

  Client › Members

  Checks itself when

  the client has a pending invitation or a member who isn't from the agency

How to use it

1. 1
   Step 1

   Open the agency Home

   In the switcher at the top, choose the agency and click Home. While any client is not ready, the Home opens with the journey and, below it, the portfolio.

   Illustrative screen

   Farol Agency/Home

   Ask RelatorAIPT

   Korra: next step is Client brandSet up the agency once, then follow the client journey until they receive their first report.

   Agency · once

   • Connect the agency BM and MCC

     Done
   • Apply the agency brand

     Pending
   • Invite the internal team

     Done

   Per client · Korra

   • Add the client

     Done
   • Assign Korra's accounts

     Done
   • Apply Korra's brandNext step · about 2 min

     NextOpen client brand

     2
   • Create Korra's first report

     Pending
   • Schedule recurring delivery

     Pending
   • Invite Korra to the portal

     Pending

   1

   Clients ready to deliver · 1 of 3

   Client	Accounts	Brand	Report	Delivery	Access
   Korra	Done	Pending	Pending	Pending	Pending
   Nimbo	Done	Done	Done	Done	Done
   Tempero	Pending	Pending	Pending	Pending	Pending

   3

   1. 1The journey of the Client in focus. Change the client with the selector next to the title.
   2. 2Click the step to see where it lives, how long it takes and the button that takes you there.
   3. 3The portfolio shows the same journey for every client and how many are ready to deliver.

2. 2
   Step 2

   Follow the next step

   The title tells you the next step for the client in focus. When you open a step, you see Where it lives, Checks itself when: and the action button. Report and delivery steps open the client first, then the screen.

3. 3
   Step 3

   Repeat for the other clients

   In the portfolio, Continue opens each client's next step. When a client has every step done, Ready to deliver appears.

4. 4
   Step 4

   Collapse or dismiss the guide

   Use Collapse guide to keep only the title, or Dismiss guide to remove it from the Home. To bring it back, click Show getting started.

When everything is ready

With the agency set up and every client ready, the agency Home switches to the day's agenda: who needs attention, what is running normally and upcoming deliveries. The checklist becomes a discreet line at the bottom, X of Y set up · view checklist, which opens the same journey whenever you need it. See Agency Home.

Common problems

• I did the step but it's still pending. Check the condition under Checks itself when:. For example, the accounts step only counts a Meta Ads, Google Ads or GA4 account assigned to the client, or the client's own connection.
• "Add a client first." Client steps only exist after the first client is created.
• "Couldn't load getting started". Only the guide progress didn't arrive; clients, connections and reports are still saved. Click Try again.