What information do you need when onboarding a PPC project?

PPC Project Onboarding | Blastoff Ads

What Happens When PPC Project Onboarding Begins?

When onboarding a PPC project, the first email clients receive from Blastoff Advertising usually includes a set of onboarding action requests. These requests are designed to collect the account access, background information, and campaign materials needed to begin the work efficiently.

Most onboarding requests are links to step-by-step instructions for sharing access to advertising, analytics, tracking, and related marketing accounts. In many cases, account access can be shared in a few minutes. If there are questions or access issues, Blastoff Advertising is available to help work through them.

The goal of PPC project onboarding is to make sure the campaign team has the information, access, and context needed to review the existing account environment, confirm tracking requirements, understand the business objective, and begin campaign setup or management without unnecessary delays.

What Accounts May Need to Be Shared?

The accounts needed for onboarding depend on the project scope and the platforms involved. Examples may include Google Ads, Microsoft Advertising, Google Analytics, Google Search Console, Microsoft Search Console, Google Merchant Center, Microsoft Merchant Center, Google Tag Manager, Shopify, WordPress, and other related accounts.

Why Agency-Level Access Is Used

Access to key accounts is usually handled through agency multi-client accounts when the platform supports that structure. This makes onboarding more efficient and helps protect both the client’s and agency’s best interests by avoiding shared passwords and keeping account access organized.

Using proper account access also helps preserve client ownership. Blastoff Advertising does not need to own the client’s advertising or analytics accounts to manage the work. The client should retain ownership while granting the appropriate level of access needed for campaign setup, review, tracking, and management.

Related questions include PPC account ownership and whether there is an onboarding checklist.

What Other Information May Be Requested?

In addition to account access, onboarding may include requests for business goals, campaign priorities, service or product information, landing page details, existing reports, creative assets, product feed information, conversion goals, and any relevant history from prior campaigns.

For ecommerce or Shopping campaign projects, onboarding may also include product feed access, Merchant Center access, Shopify or website access, product category information, margin considerations, inventory concerns, or other details that affect campaign structure and reporting.

For lead generation campaigns, onboarding may include information about lead quality, service areas, sales process, phone call handling, form submissions, CRM tracking, and which conversion actions should be treated as most important.

Common PPC Project Onboarding Items

Common onboarding items may include advertising account access, analytics and tracking access, Merchant Center access for ecommerce or Shopping campaigns, existing campaign history or reports, landing page URLs, conversion goals, lead quality feedback, media or creative assets, product feed materials, and key contacts for approvals or technical questions.

Not every project requires every item. The onboarding request is based on the campaign type, platforms involved, current account condition, tracking setup, website environment, and approved project scope.

Why Complete Onboarding Matters

Complete onboarding helps the campaign work begin from a stronger position. When access, tracking, business goals, landing pages, and campaign history are available early, Blastoff Advertising can review the account environment more efficiently and identify issues that may affect campaign setup or performance.

The goal is not to make onboarding complicated. The goal is to gather the information and access needed so campaign review, setup, tracking, and management can begin with fewer delays.