The client isn’t the admin
Your access request gets forwarded, then forwarded again, until someone finally finds the login.
MONi Onboarding · For Marketing Agencies
One link to onboard every new client.
MONi Onboarding is a white-label client onboarding platform for digital marketing agencies. Clients complete intake, grant Meta and Google access, upload assets, and book their kickoff from one branded link, without sharing a single password.
The Problem
Why client onboarding stalls
The contract is signed, but the work can’t start until you have access to the client’s ad accounts, analytics, website, and domain. That’s where days turn into weeks.
Access arrives at the wrong level
Viewer instead of admin means asking all over again, and losing more days.
They can’t find the setting
Every platform hides partner and user access in a different menu.
Your team chases instead of works
Days of follow-up emails pass before a single campaign or build can start.
How It Works
From signed contract to kickoff in four steps
01
Send one branded link
Create an onboarding for a new client and send them a single link with your agency’s name and logo.
02
Your client works through guided steps
Intake, platform access, asset upload, and kickoff booking, on their phone, with progress saved. Any step can be sent to the person who actually has access.
03
Your team verifies each access
Confirm every access arrived at the right permission level, right from the dashboard.
04
Fully onboarded, kickoff booked
When every step is complete, the client books the kickoff call and your team starts the work.
Features
Everything you need to get full access, without the chase
Guided access steps
Clear, step-by-step instructions for Meta, Google, website platforms, domains, and email or CRM tools, with your agency’s details already filled in.
Auto-detection
Looks up the client’s domain to find their DNS host, website platform, and existing tracking tags, then shows only the steps that apply.
Send a step to someone else
Clients can hand any step to their web person, IT contact, or previous agency, without forwarding the whole request.
Access verification
Your team confirms each access arrived at the right permission level before marking it done.
Reminders and escalation
Clients get automatic nudges, and the account manager is alerted when a step has been stuck for 72 hours.
Agency dashboard
Every client in one view: percent complete, stuck steps, and time to full access.
Integrations
GoHighLevel, Slack, Calendly, and Zapier or webhooks. Uploaded files go straight to your agency’s own Google Drive.
Mobile-first client portal
Clients finish onboarding from their phone, and their progress is saved between visits.
Optional contract and payment
Turn on contract and payment steps that use your own e-signature provider and Stripe, only if you want them.
One-click Meta and Google connection
Pending platform approval. Until then, clients use guided steps with your agency’s details pre-filled.
Platforms Supported
Guided access steps for the platforms your clients use
Meta
- Business Portfolio
- Ad account
- Facebook Page
- Pixel
- Google Ads
- Google Analytics 4
- Tag Manager
- Search Console
- Business Profile
- Merchant Center
- YouTube
Website
- WordPress
- Shopify
- Wix
- Squarespace
- Webflow
- HubSpot
Domain and DNS
- GoDaddy
- Namecheap
- Cloudflare
Email and CRM
- Email marketing and CRM tools
Security & Privacy
No passwords. Ever.
- MONi Onboarding never asks for or stores client passwords or login credentials.
- Access is granted inside each platform through its own partner, manager, or user invites.
- Uploaded files go to your agency’s own Google Drive, not ours.
- When one-click connection launches, authorization tokens are encrypted and can be revoked at any time.
Privacy Policy · Terms of Service · Data Deletion Instructions
Frequently Asked Questions
MONi Onboarding: common questions
Do clients need to share passwords?
No. MONi Onboarding never asks for or stores client passwords. Clients grant access inside each platform using partner, manager, or user invites, and the guided steps show them exactly how.
What if the client isn’t the admin on an account?
They can send that step to whoever is, such as their web developer, IT contact, or previous agency. That person completes just that step, and your dashboard shows when it’s done.
Which platforms are supported?
Meta (Business Portfolio, ad account, Page, Instagram, Pixel), Google (Ads, GA4, Tag Manager, Search Console, Business Profile, Merchant Center, YouTube), website platforms (WordPress, Shopify, Wix, Squarespace, Webflow, HubSpot), domain and DNS hosts (GoDaddy, Namecheap, Cloudflare), and email and CRM tools.
Is one-click Meta and Google connection available?
It’s coming soon, pending platform approval. Today, clients use guided access steps with your agency’s details pre-filled.
Can we keep our own contract and payment process?
Yes. Contract and payment steps are optional and off by default. If you turn them on, they use your own e-signature provider and your own Stripe account.
Will clients see our brand or yours?
Yours. The client portal and emails carry your agency’s name and logo, with a small “Powered by MONi Ai” mark.
How is it priced?
A one-time setup fee plus a monthly subscription. Book a call and we’ll walk you through pricing for your agency.
Get Started
Stop chasing client access.
Book a call to see MONi Onboarding and get pricing for your agency.