Facebook and Instagram connected and an ads account ready to use.

What the setup covers

The scope is built from modules. We pick those your accounts need, so you do not pay for steps already done. Option names in Meta panels change from time to time, so we check how your accounts look before starting.

• Review and cleanup of the Facebook page and Instagram profile: name, bio, categories, contact details, buttons, highlights
• Switching the Instagram profile to a professional account
• Connecting Facebook with Instagram in Meta Accounts Center and Meta Business Suite
• Meta business portfolio (Business Manager): setup and asset assignment
• Ad account and payment method
• Roles and access for people and agencies
• Meta Pixel and domain verification
• Two-factor authentication and admin safety
• Handover checklist

Cleanup of the page and profile

We start by auditing what a customer sees: name and handle, profile photo and cover, bio, categories, opening hours, address, phone, email, website link and buttons. We fix inconsistencies between Facebook and Instagram and tidy the highlights so the profile looks consistent before paid traffic arrives. Bio and description wording goes to you for approval.

Connecting Facebook with Instagram

First we switch the Instagram profile to a professional account (business or creator), because ads and insights depend on it. Then we connect it to the Facebook page in Meta Accounts Center and Meta Business Suite. The result is one inbox, shared publishing and the ability to promote posts from both places. We also check that the Instagram account sits in the right business portfolio and is not attached to a personal profile.

Business Manager, ad account and payment

Business Manager (now the Meta business portfolio) holds the page, Instagram account, ad account, Pixel and domain in one place. Setup covers creating the portfolio under your company details, assigning assets, creating the ad account with the right currency and time zone and attaching a payment method. The owner or an authorised person enters the card details; we never ask for a card number.

Roles, access and security

We grant access through roles and invitations, with no password to your account. You stay the administrator and we receive only the permissions the scope requires, which you can withdraw at any time. We enable two-factor authentication, recommend at least two administrators on the company side and review who has access to the page today so former staff and agencies can be removed.

Pixel and domain verification

The Meta Pixel collects data about behaviour on your website and is needed to measure ads. We create the Pixel, verify the domain in the business portfolio and check that events arrive in Events Manager. Installing the code requires access to the website or to the person who manages it. Cookie consent and privacy rules are set by the website owner; we record what needs completing but do not give legal advice.

How the work runs

We work in stages and record what changed after each one.

• 1. Call and scope: we check what you already have and what is missing.
• 2. Invitations: you give us roles in the business portfolio or on the page.
• 3. State audit: page, profile, connections, ad account, permissions.
• 4. Cleanup and connecting Facebook with Instagram.
• 5. Business Manager, ad account, payment, Pixel and domain.
• 6. Security settings and removal of our access if it is no longer needed.
• 7. Handover checklist and a short walkthrough with you.

What we need from you

We never ask for passwords. We need invitations sent from your administrator account, company details (name, address, invoicing data), a decision on who owns the assets and a person to enter the payment details. A website address, logo and current service descriptions help. If you do not know who administers the page, we help find out.

Turnaround

Once invitations are accepted, the work usually takes 3 to 5 working days. The date depends on the state of the accounts and the number of modules, so we state it in the quote. Verifications on the Meta side, such as domain, business or ad account, take as long as Meta decides and are outside our control.

Price and handover checklist

Pricing is individual because it depends on the state of the accounts and the modules chosen. Describe your situation on the contact page and we return with a scope and price before work starts. At the end you receive a handover checklist: what was configured, who holds which roles, where the ad account and Pixel IDs are and what remains on your side. We do not promise ad results or reach; the service ends with ready, secured accounts.

• Individual quote
• Scope and price before we start
• No promises about ad results

What comes after setup

Once the accounts are ready, we can manage publishing in agreed channels. See: B2B social media management

We can prepare reels and videos for ads and posts from your footage. See: short video editing