Starting your partnership with a new marketing agency is an exciting time. You’re about to embark on a journey to grow your brand, reach new customers, and achieve your business goals. However, before the campaigns start rolling and the strategies are put into motion, there’s one essential step: providing your marketing partner with the necessary access to your accounts.
Ideally, you maintain a “master” document of all your username & logins.
You keep record of what apps you utilize such as Call Rail, Constant Contact, etc.
In most situations this is not the case, though. Stay calm… it will get done & please understand it isn’t the fault of the company you hired to market you. It is a common mistake in businesses of all sizes, and it can be corrected.
Another key factor to consider is ensure you part ways amicably with the prior agency you are moving away from. Be certain you own your domain(s), website (not just the assets like some terrible companies do) and have been provided all the usernames & passwords they have.
This too common challenge that arises regarding the lack of usernames and passwords for key platforms can be corrected. Here’s how you can address this challenge and ensure a smooth start to your partnership.
Create a Simple Credentials Checklist
To make the process easier for you, your marketing agency can provide a checklist of the accounts and platforms they’ll need access to. This helps you stay organized and ensures that nothing gets overlooked. Here’s an example of what that list might look like:
- Google Analytics: Owner email & password, or admin access.
- Facebook Business Manager: Admin access for ads, pages, and pixel.
- Instagram Business Profile: Username and password or access via Facebook.
- Email Marketing Software: Login credentials for campaign management.
- Website CMS: Username, password, and access to the site dashboard.
Having a checklist will help you gather everything your agency needs in one go, preventing any confusion later.
What If You Don’t Have the Credentials?
It’s not uncommon to misplace or forget your login details—many businesses have different team members managing accounts over time. If this happens, don’t worry! Here’s what you can do:
- a) Recover Lost Credentials
If you’ve forgotten your usernames or passwords, your agency can guide you through the account recovery process. For example, they can help you reset your password for accounts like Google, Facebook, or email services. You’ll need access to the email associated with the account to reset the details.
- b) Request Access from Previous Admins
If the accounts were managed by another team member or third party in the past, you may need to reach out to them for access. If you don’t have admin privileges on certain accounts, your agency will help you request the necessary permissions from past team members or other account holders.
- c) Set Up New Accounts
In some rare cases, it might be easier to set up new accounts if recovering old credentials proves too difficult. While this may cause a slight delay, it ensures that you have updated and secure access to your accounts moving forward.
Once your marketing agency has the necessary access to your accounts, they can start working on developing and executing your marketing strategy. Whether it’s running paid ads, analyzing website traffic, or building email campaigns, the agency will be fully equipped to bring your vision to life.
Onboarding your marketing partner can be a smooth and successful process when you’re prepared. If there’s an issue with missing usernames or passwords, follow the steps above to recover or securely share the necessary credentials. By setting clear expectations, keeping communication open, and working together to solve any access issues, you can kick off your marketing campaigns without a hitch & allow your marketing team to do what they were hired to do.
