Here is something most agencies won't tell you: campaigns rarely stall because of the ads. They stall because of a missing login, a pixel nobody installed, or a script that sat for a week waiting for approval.
That's why our onboarding at Secret Agents is a checklist, and we don't launch until every box is checked. Here is what each phase looks like and what we need from you.
Agreement signed. Scope, deliverables and ad spend are agreed in writing.
A shared Slack channel. You get a direct line to the team doing the work, not a ticket queue. Questions get answered where everyone can see them.
Brand assets. Your logo, colors, photos, past videos, testimonials and anything that makes your business recognizably yours.
Strategy call. We learn your buyer, your offer and what a great customer is worth to you. We also ask what has and hasn't worked before, so we don't repeat it.
Scripts. We write the ad scripts, each built around a different hook, and you approve them. This is where you catch anything that doesn't sound like you or that your industry doesn't allow.
Video ads. We produce the ads from the approved scripts.
Landing page. Where the offer needs more explanation than a form allows, we build or review a landing page, including any compliance disclaimers your industry requires.
Access and tracking. In parallel, you give us access to your ad accounts on Meta, TikTok or Google. We install tracking so every lead traces back to the ad that produced it.
Calendar and CRM. We connect your booking calendar and CRM so every lead lands where your team already works. If you use our AI voice agent, this is when it gets set up with your qualifying questions and booking rules.
One lead owner. Before launch, you name one person on your side who owns the leads. When everyone owns the leads, nobody does.
Go live. Campaigns launch with multiple ads at once, so the data shows quickly which angles work.
First report date on the calendar. Your first report is scheduled before launch day, so you always know when you'll see numbers.
It depends on the business, but the biggest variable is almost always access and approvals. The campaigns that launch fastest have three things in common:
The campaigns that launch slowest are missing one of those.
Here's what we confirm before any campaign goes live:
It varies by business, and the biggest factor is how quickly the agency gets ad account access and approvals on scripts and creative. Fast approvals mean a fast launch.
A signed agreement, your brand assets, a strategy call, access to your ad accounts, approval on scripts and creative, and a connected calendar or CRM so leads land with your team.
Most delays come from missing access, tracking that wasn't installed and approvals that take days. A clear checklist with an owner for each item prevents most of them.
One named person who works the leads, manages the calendar and talks to the agency. Shared ownership usually means slow follow up.
See real numbers in our case studies, or request a quote and we'll map how we'd do this for your business.
Secret Agents (secretagents.co) is a growth agency for high-performing companies. We generate inbound leads and booked appointments using AI video ads, AI voice agents and authority content: 50,000+ leads generated, 7,000+ ads created, 43+ industries. ---
Onboarding steps vary by client and scope.
