The Access Request Problem

Every agency knows this pain. You need access to five platforms. Each platform has different steps. Each client has different technical skills. What should take ten minutes turns into a week of emails.

Google Ads? "Go to Admin, then Access and Security, then add this email as Standard access." GA4? Different steps entirely. Meta Business Manager? Good luck explaining that one over email.

You end up recording Loom videos. Writing custom instructions. Jumping on calls just to walk someone through clicking the right buttons.

This is not what your client hired you for. This is not a good use of your time. And it makes your onboarding feel clunky before the real work even starts.

Guided Steps for Every Platform

SmartMetrics knows exactly how to grant access on Google Ads, GA4, Meta, LinkedIn, and more. When you request access, it generates precise, step-by-step instructions tailored to each platform.

Not generic instructions. The exact steps. With the exact email address you need them to add. No room for confusion.

Your client opens their portal, sees the instructions, and follows them. They don't need to interpret your email. They don't need to watch a five-minute video. They just do it.

Verification Without the Guesswork

Here's the worst part of the old process: you never knew if it worked.

Client says they granted access. You check. Nothing there. Did they add the wrong email? Did they set the wrong permission level? Did they do it in the wrong account? You email back asking them to double-check. They get annoyed. You get frustrated.

SmartMetrics handles verification automatically. When your client finishes the steps, they click Verify. SmartMetrics confirms the access is set up correctly. You get notified instantly.

No "just checking in" emails. No wondering. You know it's done because the system confirmed it.

All Platform IDs in One Place

Once you have access, you need to keep track of account IDs. GA4 property ID. Google Ads CID. Meta Business Manager ID. LinkedIn Campaign Manager ID.

Most agencies store these in a spreadsheet somewhere. Or in a Notion doc. Or in random email threads. When something breaks, you dig through files trying to find the right ID.

SmartMetrics stores all platform IDs in a single, organized record for each client. Onboarding? Check the record. Troubleshooting? Check the record. Setting up a new integration? Check the record.

Everything in one place. Always up to date.

Onboarding in Minutes, Not Days

Access delays kill momentum. You signed the client. They're excited. They want to see results. But you're stuck waiting for admin permissions instead of doing actual work.

With SmartMetrics, access setup happens the same day. Often within the hour. Your client gets the request, follows the steps, clicks verify, done.

You start work immediately. The client sees you moving fast. Everyone wins.

How Agencies Use This

New client onboarding: Select all the platforms you need access to, enter your agency email, send the request. The client handles it from their portal. You get notified when it's complete.

Adding team members: New hire needs access to client accounts? Update the access email and resend. Same guided process, same instant verification.

Fixing access issues: Client accidentally removed your access? Send a new request. They follow the steps again. No awkward "can you re-add me?" conversations.

Audits and consultations: Taking on a quick audit project? Get access in minutes instead of delaying the entire engagement.

Why This Beats Email and Loom

You could keep doing it the old way. Write custom instructions every time. Record new Looms when platforms update their interfaces. Chase clients who meant to do it but forgot.

Or you could let SmartMetrics handle it. Instructions that are always accurate. Verification that's automatic. Notifications that tell you exactly when you're ready to work.

Your clients get a simple experience inside their portal. You get access faster. And you never send another "just following up on that access request" email again.

Get Started

Select your platforms. Enter your access email. Send the request. Your client sees the steps in their portal, completes them, clicks verify.

You get a notification. Access confirmed. Time to work.