Get access to every client account with one link

Every agency knows the routine. The contract is signed, the kickoff is booked, and then it's a week of "can you add us to Analytics?", screenshots of the wrong menu, an invite sent to the wrong address, and a Business Profile that turns out to belong to the web designer from 2019.

An onboarding link turns that into one message. The client opens it, sees in plain words what your agency is asking for, and connects each platform in the order it's listed. Most finish in a few minutes, on their phone.

When you create a link you pick the client (or make it reusable), choose view or manage, tick the platforms and set the role for each. The roles are the platforms' own: Viewer, Analyst, Editor or Administrator on GA4; Read, Edit, Approve or Publish on Tag Manager; Standard, Read only or Admin on Google Ads; Manager on Business Profile; Manage campaigns or View performance on Meta.

The client's page lists every one of those in plain language before anything is connected, and each platform's own consent screen lists the permissions requested. Owner-level access is never on the menu.

On Google Analytics 4, Business Profile and Tag Manager your agency's Google login is added straight to the property or account at the role you chose. Google Ads and Merchant Center send you an invitation from the client's account. On Meta, your business portfolio is assigned as a partner on the ad account and Page the client picks in Meta's own dialog.

If you listed several people — two Google logins, or more than one Meta Business ID — each is granted on the same property. If one fails, the connection says Partly added and names who is missing.

Search Console can only add owners through its API, and YouTube, TikTok, LinkedIn, Snapchat and Shopify don't let apps add users on a client's behalf. For those, the link shows the client the exact steps with your email or ID and the role to pick, and they tap I've sent the invite or I've done this when they're finished. Reporting on Search Console still connects automatically the moment they sign in.

The same step library covers website and hosting access — WordPress, GoDaddy, Hostinger, Wix, Squarespace, or anything you write yourself — with an optional question such as the login URL. Passwords are never asked for.

A client link belongs to one client and completes when every platform on it is connected and every step is done, then stays readable so the client can see what they shared. A reusable link is for prospects and sign-up flows: it asks for a business name, contact name, email and phone, creates the client, then runs the same connections — and you can cap how many sign-ups it accepts, from one to ten thousand.

Links don't expire unless you give them an expiry. Regenerate or revoke one at any time from the Onboarding page.

This is where a standalone access tool stops and Agency Pilot keeps going. The Google Ads, GA4, Search Console, Business Profile and Meta accounts the client just connected start syncing into their dashboard and your Mission Control within the hour, backfilling up to 400 days. Their listing is ready for geo grid scans, the Business Profile audit and review monitoring. And the client can see it all in their portal and the LeadPulse app.

The LeadPulse app has the whole onboarding flow: see which links are active, opened or complete, and create a new link for a client in a few taps — then share it by text or email straight from the phone.