Client Onboarding

Welcome

Let's get you set up.

This portal walks you through everything we need before your campaign can launch. It takes about 15–20 minutes on your end, and then we'll be ready to move into next steps.

Stuck on a step? Use the Sable Setup Assistant — click the chat icon in the bottom right corner.

Your personalized portal

Before we begin —
who are we welcoming?

Enter your name or business name and we'll personalize this portal for you.

Step 1 of 6

Tell me about your business.

The more context I have, the better I can build your campaign. There are no wrong answers — write like you're explaining it to a friend.

Describe your service in plain terms — what does a client actually get when they work with you?
Roughly how much does a typical client pay? Helps us build the right ad budget.
Stays between us — helps me understand where you're at right now.
Walk me through your sales process. Do you want them to call? Fill out a form? Who follows up, and when? How long does it typically take to close?
If someone fills out a form on your site, does anything happen automatically?
Regulations, things you can't say in ads, past issues with platforms, anything sensitive about how your business operates.

Step 2 of 6

Meta Business Access.

I'll run your ads from inside your own Meta Business Portfolio — your assets always stay yours. Follow these steps to add me as a partner.

Before you start: Make sure you're logged into Facebook in this browser. Then open a new tab and go to business.facebook.com.
0
Do you have a Meta Business Manager?

A Meta Business Manager (also called a Business Portfolio) is a separate dashboard from your personal Facebook — it's where businesses manage pages, ad accounts, and Instagram professionally.

Easy check: Go to business.facebook.com. If you see a dashboard with navigation menus, you have one. If it asks you to create one, you don't.
I need to create a Business Manager first
  1. Go to business.facebook.com and click Create Account
  2. Enter your business name, your name, and your business email
  3. Follow the prompts to verify — you'll receive a confirmation email
  4. Once set up, come back here and continue with Step 1 below
1
Open Settings in Meta Business Suite

Go to business.facebook.com. In the left sidebar, scroll to the very bottom and click Settings (gear icon).

Meta Business Suite home screen with Settings gear icon at the bottom of left sidebar
Click Settings in the bottom-left sidebar
2
Navigate to Users → Partners

In the Settings sidebar, find the Users section and click Partners.

Meta Settings sidebar with Partners option highlighted under Users
Settings → Users → Partners
3
Click "+ Add" → "Give a partner access to your assets"

Click the blue + Add button (top right). A dropdown appears — select "Give a partner access to your assets."

Dropdown showing two options for adding a partner
Select "Give a partner access to your assets"
4
Enter Sable Digital Co.'s Partner Business ID

Copy the ID below and paste it into the Partner Business ID field, then click Next.

1349962286881726
Add a new partner dialog with empty Partner Business ID field
Paste the ID into the field and click Next
5
Assign assets — give Full Access to everything you see

You'll see an "Assign assets and permissions" screen. Work through each asset type tab on the left (you may see Facebook Pages, Ad accounts, Instagram accounts, Datasets, and others).

For each tab that has assets: check the box next to your asset(s), then on the right side enable "Everything (except sensitive actions)" under Full Access. Click Assign assets when done.

Assign assets and permissions screen with Full Access toggle enabled
Go through every tab — give Full Access to each asset you see
Don't skip tabs: Go through every asset type that appears on the left. Some accounts will have more tabs than others — assign access to anything that's there.
6
Confirm — look for "Assets assigned"

A confirmation screen will show "Assets assigned." Click Done. I now have partner access to work in your account.

Assets assigned confirmation screen with Done button
Click Done — you're all set

Step 3 of 6

Domain & DNS Setup.

Your landing page will live on a subdomain of your website — something like go.yourdomain.com. This takes about 5 minutes and won't affect your existing site at all.

What is this? DNS is like a phone book for the internet. We're adding one entry that points a new subdomain to your landing page. Your main site stays completely untouched.
What happens after? Once you add the CNAME record, just let me know. I'll verify it on my end and set up your landing page — nothing more needed from you for DNS.

Select your domain registrar for step-by-step instructions:

GoDaddy
Namecheap
Cloudflare
Squarespace
Bluehost
Wix
Other
Not sure who manages your domain? Click here

Your registrar is often different from whoever built your website. Here's how to find out:

  1. Search your email for "domain renewal" — the company sending those emails is your registrar
  2. Go to whois.domaintools.com, enter your domain, and look for the "Registrar" field
  3. Ask whoever built your site — they'll know, and can often add the record for you in 2 minutes
If someone else manages your DNS, just forward them the CNAME values from the relevant tab above.

GoDaddy — step by step

1

Log into godaddy.com → account name (top right) → My Products

2

Find your domain and click the DNS button next to it

3

Click Add New Record → set type to CNAME

4

Name/Host: go  ·  Value: cname.vercel-dns.com

5

Leave TTL as default → click Save

▶ Watch a GoDaddy DNS walkthrough

Namecheap — step by step

1

Log into namecheap.comDomain List → click Manage

2

Click the Advanced DNS tab

3

Click Add New Record → type: CNAME Record

4

Host: go  ·  Value: cname.vercel-dns.com

5

Click the green checkmark to save

▶ Watch a Namecheap DNS walkthrough

Cloudflare — step by step

1

Log into dash.cloudflare.com → select your domain

2

Click DNS in the left sidebar → Add Record

3

Type: CNAME  ·  Name: go  ·  Target: cname.vercel-dns.com

4

Important: Click the orange cloud to set it to DNS only (grey). Required for Vercel to verify the domain.

5

Click Save

▶ Watch a Cloudflare DNS walkthrough

Squarespace Domains — step by step

1

Log into squarespace.com → profile icon → Domains

2

Click your domain → DNS Settings

3

Scroll to Custom RecordsAdd Record

4

Type: CNAME  ·  Host: go  ·  Data: cname.vercel-dns.com

5

Click Save

▶ Watch a Squarespace DNS walkthrough

Bluehost — step by step

1

Log into bluehost.comDomains → click your domain → DNS tab

2

Scroll to CNAME section → Add Record

3

Host: go  ·  Points to: cname.vercel-dns.com  ·  TTL: Automatic

4

Click Save

▶ Watch a Bluehost DNS walkthrough

Wix — step by step

1

Log into wix.comDomainsManage DNS Records

2

Scroll to CNAME section → + Add Record

3

Host name: go  ·  Value: cname.vercel-dns.com  ·  TTL: 1 hour

4

Click Save

▶ Watch a Wix DNS walkthrough

Other provider

Add a new CNAME record with these values:

Type: CNAME
Name / Host: go
Value: cname.vercel-dns.com

Forward those values to whoever manages your site and they can add it in 2 minutes.

▶ Watch a general CNAME walkthrough
Heads up: DNS changes can take a few minutes to a few hours. You don't need to wait — just let me know once you've made the change.

Step 4 of 6

Brand Assets.

Share links to your existing brand assets so I can build creative that looks and feels like your business. No uploading needed — just paste links to wherever files already live.

Logo files
Google Drive, Dropbox, or similar. SVG or PNG preferred. Share the folder if you have multiple versions.
Brand colors & fonts
Link to a brand guide or style doc. Hex codes typed directly here work fine too.
Photos & images
Team photos, location shots, before/after — anything that might work as ad creative.
Video content
Testimonials, explainers, social clips. YouTube, Vimeo, Drive, or Dropbox all work.
Reviews & testimonials
Link to your Google Business profile, Facebook reviews, or a doc with written testimonials.
Anything else
Pitch decks, case studies, past ads, before/after examples — anything that might help.

Step 5 of 6

Ad Spend Billing.

Your Meta ad budget is billed directly by Meta to your own payment method — it never goes through Sable. You'll set this up later once the ad account is ready.

How billing works: Meta (Facebook/Instagram) will bill your card directly for your ad spend. Sable Digital Co. invoices you separately for the monthly retainer. These are two completely separate charges.
⏳ Wait for my go-ahead

Connect your payment method

Don't add your payment method yet. I'll message you once your Meta ad account is fully set up and ready. Adding payment before then can cause configuration issues.

🔒 Your card info is entered directly into Meta's secure system. Sable will never see, store, or have access to your payment information.

1
Settings → Billing & payments

Go to business.facebook.com, click Settings (gear icon, bottom-left), then scroll the sidebar to find Billing & payments.

Meta Settings sidebar scrolled down showing Billing and payments option
Scroll the Settings sidebar to Billing & payments
2
Click "Payment methods" → find your ad account

Click Payment methods in the left nav. Scroll past the Business portfolio section to the Ad accounts tab. Click the blue Add payment method button next to your ad account.

Billing and payments screen showing Add payment method button under Ad accounts
Click Add payment method under your ad account
3
Add your payment method and save

A modal appears — choose your preferred method (credit or debit card is most common) and enter your details. Click Save when done.

Add payment information modal with options for card, PayPal, online banking, and ad credit
Choose and enter your payment method
Note on early billing: When Meta first charges a new account it may run a few small test charges ($1–$25) before settling into a regular billing cycle. This is normal and stabilizes within a few days.
Saving your information...

You're all set

Here's what happens next.

I'll be in touch within 1–2 business days. Here's how the first phase of your engagement unfolds.

Strategy & account setup
I'll review everything you've shared, build your Meta ad account structure, install the Pixel, and configure the Conversions API so every lead is tracked accurately from day one.
Landing page build
I'll build your custom landing page — designed for conversion and hosted on your domain subdomain — optimized to turn ad clicks into qualified leads.
Creative direction & production
Ad creative concepts — copy, image variations, and video direction — will be shared with you for review before anything goes live.
Campaign setup, tracking & UTM validation
Full campaign build in Ads Manager, UTM parameters, and validation that every conversion event is firing correctly before we spend a dollar.
Review, approval & launch
You review and approve everything before launch. Once aligned, we go live and the testing phase begins.
Done here. I'll reach out within 1–2 business days. If you get stuck on any technical step, use the chat icon in the bottom right.

FAQ & Troubleshooting

Common questions & errors.

The most common issues people run into during this setup process — and exactly how to fix them.

🔒
Permission or access error when adding Sable
Getting an error when I try to add a partner / assign assets

The most common cause of "Unable to assign assets, please try again later" is one of the following:

  • Meta Verified account: If your Page or Instagram is Meta Verified (blue checkmark), it enables advanced security that blocks partner assignments. Fix: contact Meta Verified Support through your Meta Verified settings → Contact Support, and ask them to manually assign the partner access.
  • Unconfirmed email address: Go to Business Settings → Business Info → scroll to "My Info" → check if your email shows a "Confirm" prompt. Resend and confirm the email, then try again.
  • Two-factor authentication needed: Meta sometimes silently requires re-authentication. Visit business.facebook.com/security/twofactor/reauth/, complete the 2FA check, then return to Partners and try assigning again.
  • Assets already assigned: If those assets are already assigned to the same partner with the same permissions, Meta shows an error instead of a success message. Check the Partners tab to confirm the access is already there — it may have worked.
📄
My Facebook Page says it belongs to a different account
Page is owned by someone else or I can't see it in my Business Manager

This usually means your Facebook Page was created under a different personal account or business portfolio. A Page can only belong to one Business Portfolio at a time.

  • Log into Facebook with the account that originally created the Page
  • From that account's Business Manager, you can either move the Page to your current portfolio or add your current account as an admin
  • If you no longer have access to the original account, contact Meta Support through business.facebook.com → Help → Contact Support
📱
Instagram "Login needed" warning showing
Orange badge next to my Instagram account in Business Manager

This means your Instagram account's connection to your Business Portfolio has expired or needs to be refreshed.

  • In Business Settings → Accounts → Instagram accounts, click on your account
  • Click Reconnect and log into your Instagram credentials again
  • Once reconnected, the orange badge should disappear within a few minutes

This is common after password changes, app updates, or long periods without logging in.

📲
Facebook is asking me to verify my identity mid-process
Got a code sent to my phone or email while trying to add a partner

This is normal and a security feature — just complete the verification. Enter the code sent to your phone or email, then continue where you left off.

If verification codes aren't arriving: check your spam folder, make sure your phone number is correct in your Facebook security settings, or use a backup verification method (authentication app).

🚫
"Account restricted" or "Business Manager restricted" message
Facebook says my account or Business Manager is restricted

A restricted Business Manager usually means Meta flagged the account for a policy issue or the account is newer and hasn't established enough trust yet.

  • New Business Manager: Restrictions sometimes lift automatically within 1–7 days as the account establishes a track record. Complete your Business Info, add payment, and verify your business if prompted.
  • Policy issue: Go to business.facebook.com/business-support-home to see any open support cases and appeal if needed
  • Business Verification: Meta may require you to verify your business (upload documents). Go to Business Settings → Business Info → Start Verification. This is common for new accounts over certain spend thresholds.

Contact Beth directly if you're seeing this — it affects campaign launch timing and we'll want to work through it together.

"New to Facebook products" warning when sharing assets
Seeing a warning about sharing assets with a newer account

This warning appears when a Business Portfolio is relatively new and doesn't have a long activity history. It's informational — not an error. You can still proceed with assigning assets.

Click through the warning and continue with the partner assignment. The warning typically stops appearing after your account has been active for 30–60 days.

🔍
I can't find my Facebook Page to add it to Business Manager
My page isn't showing up when I try to add it

A few common reasons a Page doesn't appear in the asset list:

  • Wrong account: Make sure you're logged into the Facebook account that has admin access to the Page
  • Already in another Business Manager: A Page can only be in one Business Portfolio. If it's in another, you'll need to remove it there first or transfer it
  • Page role too low: You need to be an Admin (not just an Editor) of the Page to add it to Business Manager

To check: go to your Page → Settings → Page roles and verify you have Admin access.

🌐
I added the CNAME record but it's not working
The DNS change doesn't seem to have taken effect

DNS propagation takes time — anywhere from a few minutes to 48 hours depending on your registrar and TTL settings.

  • Wait at least 30 minutes before assuming something is wrong
  • You can check propagation status at dnschecker.org — enter your subdomain (e.g. go.yourdomain.com) and select CNAME to see if it's resolving correctly
  • If using Cloudflare, make sure the proxy is set to "DNS only" (grey cloud) not "Proxied" (orange cloud)
  • If it's been more than 24 hours, double-check that you entered the CNAME record exactly as shown — a typo in the value is the most common cause

Once you've added the record, just let me know and I'll verify it on my end.

Sable Setup Assistant
Technical troubleshooting · Meta, DNS & billing
Hi — I'm here to help with technical setup questions: finding things in Meta, DNS errors, billing issues, and similar. What's giving you trouble?