Agency & Client Work
11 guides on agency & client work, written by the DashOps team.
How Agencies Justify Retainers With Better Meta Ads Reporting
Learn how to justify a retainer with Meta Ads reporting: branded, on-time, client-facing reports that prove results, reduce churn, and protect agency retention.
How to Onboard a New Client Onto Your Meta Ads Reporting Dashboard
A repeatable checklist to onboard a client onto your Meta Ads reporting dashboard: add the ad account, brand their reports, and give scoped access in minutes.
White Label Lite vs White Label Full for Meta Ads Reports: Which Do You Need?
White label Lite vs Full for Meta Ads reports: compare the Growth and Enterprise branding tiers, custom domains, and which one your client work actually needs.
Client Access and Roles in a Meta Ads Dashboard: A Setup Guide
Set up client access roles in a Meta Ads dashboard: Admin, Team member, and read-only Client user, plus how to give clients safe, scoped access to their data.
Custom Domain Meta Ads Reporting: Putting Reports on Your Own URL
Custom domain Meta Ads reporting puts client dashboards on your own URL. Here is how Enterprise white-label Full serves branded reports from app.yourdomain.com.
How to Build a Client Portal for Meta Ads Reporting
Build a read-only client portal for Meta Ads reporting so clients self-serve their results without seeing the full toolset. A practical setup guide.
How to Send White Label Facebook Ads Reports to Your Clients
Learn how to send white label Facebook Ads reports to clients: branded PDF, Excel, and scheduled email digests with your own logo, colors, and custom domain.
White Label Meta Ads Dashboard: What It Is and How It Works
A white label Meta Ads dashboard puts your brand on the reporting your clients see. Here is what it is, who needs one, and how branding and access fit.
The Agency Reporting Tool Checklist: 10 Things to Look For
A practical checklist for choosing a reporting tool when you run Meta Ads for clients, covering white-label, client access, multi-account, automation, and exports.
Client Reporting Software for Freelancers: A Practical Guide
How freelancers can deliver clear, professional Meta Ads reports to clients without spending hours in spreadsheets, and what to look for in client reporting software.
White-Label Client Reporting: Put Your Brand on Every Meta Ads Report
White-label reporting lets you send Meta Ads reports under your own brand, logo, and domain. Here is how it works, why it builds client trust, and what to look for.
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