Own your accounts before you spend a dollar on Meta.
Hey, it's Cem from Lead Generation Pipeline.
Every lead on this path runs through your accounts. So step one is making sure they're yours. If someone else owns them, they own your leads too.
Whoever owns the portfolio owns everything inside it. A lot of owners let the person helping them set it all up in that person's own portfolio. Then if they leave or get fired, they walk off with your ad account, your page access and all that data.
We've onboarded clients and had to call support and our connections at Meta to get things fixed, because the last person left behind a mess.
Partner access only
What works is to own everything. Anyone who helps you gets partner access only. They can still run your ads. They just can't take them or do anything with your account.
If I remove a partner, nothing happens. The page, the Instagram and the ad account are still in my portfolio. Their access is gone. Your ads and your data aren't.
Connect tracking first
We connect tracking before we spend a single dollar on Meta, because Meta can only learn from the bookings it hears about.
Meta only knows who filled in the form. It doesn't know if the lead answered, booked with someone else or fell off in any of the steps. So it goes out and finds more people who just fill forms for a living.
We send Meta who booked, who showed up and who's actually a qualified lead. Then it stops chasing form fills and starts looking for more people like your buyers.
Pick the right goal
Meta does what you tell it, and it's very good at it. Ask for any lead and it's going to find people who fill out every form they see.
Most owners leave the goal on the number of leads, which we never want to do. Conversion leads tells Meta to find more people like the ones who actually booked and showed.
1. Create the portfolio
We go to settings, create a new business portfolio and type in the company name, not a person's name.
2. Add your three accounts
Then we add the Facebook page, connect the Instagram account and add the ad account into it.
3. Check people and partners
Under people, you check that you're the admin. Under partners, your helper gets partner access only.
If a helper leaves, your ads stay with you.
Watch the video: The BEST Facebook Ads Tutorial For Owners in 2026
Talk later, Cem
PS. Running Meta ads right now? Reply with your landing page link and I'll record a short video review of your ad and page.