Get account access before the kickoff call, not during it.
Stop chasing ad accounts, pixels, and brand files. Collect every login and asset through one branded link, and let Otto chase what's missing.
Works alongside your CRM & PM tool.
New client · Onboarding
Agencies · Day 3
- Agreement signed
- Intake completed
- logos uploaded
- Google Ads access
- Kickoff scheduled
Otto: Waiting on Google Ads. Drafted a reminder, ready to send.
The chase
Where agencies onboarding actually stalls
- Ad-account access turns into 15 back-and-forth emails before kickoff.
- Brand files and creative arrive in pieces while the launch date holds.
- You discover the wrong permission level on the account on launch day.
Your onboarding
Everything you chase, in one flow
Documents & assets
logos, brand guides, creative, ad copy
Account access
Google Ads, Meta Business Manager, GA4, pixels, Shopify
Ready when
accounts linked, tracking live, first campaign drafted
The parts that win you the launch
Access, assets, playbooks, readiness, and Otto: the modules that attack the chase head-on.
Asset Collection
Gather every file, auto-tagged by type and source.
Access Manager
Request, track, and verify account access as structured state.
Playbook Builder
Encode each service's onboarding once, reuse it forever.
Launch Readiness
An explainable score for what's done and what's blocking go-live.
Otto · AI Coordinator
The AI layer that checks, drafts, summarizes, and flags.
FAQ
Agencies client onboarding, answered
Agency client onboarding is how a marketing or ad agency gets ready to run work for a new client: collecting account access (Google Ads, Meta Business Manager, GA4, pixels) and brand assets (logos, guidelines, creative, copy). AutoStack collects the logins and the files through one branded link, and Otto chases what's missing, so the first campaign isn't waiting on access.
Your AI onboarding coordinator
Otto runs the busywork inside AutoStack (checking, chasing, drafting, and summarizing) so your team does the judgment work.
Assistive & reviewable. Otto recommends, you decide. Never autonomous.
Checks completeness
Reads every intake and upload, flags what's missing or wrong before it reaches your team.
Drafts the follow-ups
Writes the specific, polite nudge for missing items, ready for you to send in one click.
Summarizes the brief
Turns a finished onboarding into a clean kickoff brief so the team walks in knowing the client.
Flags the blockers
Explains exactly why an onboarding is stuck and what needs to happen before launch.
Onboard your next agencies client in days
Run the 3-minute diagnostic and we'll map AutoStack to exactly how you onboard today.