Request Access Communication

An email template for new clients to gain access to marketing platforms.

Let's Go!

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Template

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Email Template: 

We are requesting access from {CLIENT} for the following:

  1. Google Analytics (Admin for {ACCOUNT MANAGER} & {ANALYST})
  2. Google Tag Manager (Admin to production website container for {ACCOUNT MANAGER} & {ANALYST})
  3. Google Search Console (Full User for both {ACCOUNT MANAGER} & {ANALYST})
  4. Google Ads (Admin for both {ACCOUNT MANAGER} & {ANALYST})
  5. Facebook (Partner for {AGENCY})

In the event that you don't have an account set-up with one or more of the platforms above, we can assist with set-up. We will set-up a new gmail account for this purpose, or can use an existing Gmail account for your organization. This will ensure you maintain ultimate control over any new platforms that are established.

SOP

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  1. Decide what platforms we need access to as dictated by contract and existing analytics set-up
  2. Requests for access communicated to client
  3. Phone call scheduled to walk through and complete analytics on-boarding process