Adding more client accounts
Before onboarding another client, record who owns the advertising accounts and who can authorize access.
Eliminate invalid traffic while scaling client advertising spend. Ensure accuracy and effectiveness of digital advertising campaigns while protecting clients' ad budgets and maximizing campaign performance.
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The agency onboarding flow. 30 minutes of work for unlimited clients.
Upload a CSV of client domains + their Google/Meta/Microsoft account IDs. We auto-create one workspace per client.
10 minUpload your agency logo, set brand colors, customize PDF report footer. Saved once, applied to all clients.
5 minWe host a 30-minute walkthrough for your account managers. Recording is shared for future hires.
30 minSwitch on protection per-client when you're ready. Send the auto-generated client onboarding email with one click.
5 min/clientExplore a hypothetical $300 monthly client fee. This example is a pricing exercise, not reported agency earnings.
Markup is suggestion only — your contract pricing is your call. Net margin assumes the suggested $300/client/mo.
Example situations to plan for when evaluating protection across client accounts; these are not customer case studies.
Before onboarding another client, record who owns the advertising accounts and who can authorize access.
Explain which traffic reports and supported actions your agency will review for the client.
Save current settings and reports, then test one familiar account before changing the rest.
Compliance items agency customers commonly need for procurement.
Pipe MCS data straight into your own client dashboards.
Drop in your agency logo, brand colors, and footer copy. We generate the monthly PDF report on the 1st of each month for every connected client — fully white-labeled, no MyClickShield branding.
Customizable header / footer / accent color / contact info. Available on Pro and above.
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7-day free trial. Connect up to 10 client accounts to see the dashboard in action. No demo call.
Official Google Ads, Meta and Microsoft Advertising API integrations — no charge during your 7-day free trial.
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Start with one client whose campaigns you know well. Check installation, account access and reporting, then use what you learn to prepare the next account. Each client's customers, forms and goals still need their own checks.
Agree who approves campaign changes and who handles an unexpected flag. For reporting, decide what counts as a useful enquiry or order. Those definitions help you explain the work to the client and hand the account to a colleague.
Use a common setup checklist, then adapt the settings to each client. A local emergency service may value answered calls, while an online shop needs completed orders. Agree what a useful result means before reporting on improvements. Confirm who owns each advertising account, who can connect it and who approves changes to campaigns or exclusions.
Choose one client for the first installation and test its main customer journey. Check the traffic records and explain an example flag to the account manager who will handle it. For the next client, review the settings again rather than copying them without context. Keep a note of any exceptions and the reason they exist. In client reports, show the affected campaign, what you found, what you changed and what you will check next. This gives the client a clear account of the work and helps a colleague take over without rebuilding the history from emails.
Use an account owner or someone with the appropriate access to connect your advertising account. Before authorizing the connection, check the business name and account ID, especially if you manage several clients. Review the permissions shown in the connection process and confirm which campaigns you intend to protect. Keep account passwords and private credentials out of shared spreadsheets and support messages.
Decide who will check the connection if access expires or a member of staff leaves. A disconnected account can still require attention even when the website tracker is collecting visits. If actions are no longer being applied, inspect the connection status before assuming traffic has become clean. When taking over an account from another agency, ask which integrations and reporting permissions are already in use. When a client leaves, review those connections and access rights so the correct people retain control of their own account.
Start your report with the campaign, dates and question you investigated. For example: enquiries fell after a new placement started sending traffic. Show the change in spend and qualified enquiries, then add a few visits that explain why you investigated that source. Include the action taken and any question that still needs an answer.
If the report goes to a client, explain unfamiliar terms the first time you use them. They should be able to see what happened without interpreting a list of IP addresses. Keep the detailed records available for the person checking the account. Where a change has been made, say when you will review its effect and what you will compare. A short report with a specific follow-up is easier to use in a campaign meeting than a long list of blocked visits with no explanation of how customers or advertising costs were affected.
Decide who will check account connections and respond to unexpected traffic or customer complaints. In a small business, that may be the person already managing campaigns. In an agency, assign responsibility for each client. Keep the routine manageable: look for connection problems, review unusual changes and follow up on any unresolved visit or rule.
Leave a short handover note with the installation location, connected account IDs, important exceptions and where reports are kept. Include the steps to check after a website redesign, new checkout or staff change. If a customer cannot use a form, the next person should know where to look and whom to contact. Record why you changed a setting, especially when allowing an exception. That explanation is much more useful six months later than a list of addresses with no dates or reasons. Review access when someone joins or leaves the team.
Suppose a campaign suddenly receives more clicks without more enquiries. Before investigating, you only know that costs have risen. Pausing the campaign may stop the spending, but it can also stop genuine customers reaching you. Start by noting the affected dates and checking whether you changed the budget, targeting, offer or landing page around that time.
Next, inspect the traffic source and a few visits from the affected period. Test the enquiry form yourself. If you find a page problem, repair it. If a particular group of visits looks suspicious, review the available protection settings for that campaign and record the change you make. Afterwards, watch both the suspicious activity and genuine enquiries. This before-and-after example shows how to narrow the response. To assess your own result, compare similar days and keep other campaign changes in the record so you can see what helped.
Start with a website whose campaigns and customer journey you know well. Confirm that visits are recorded, the correct advertising account is connected and forms or checkout still work. Review a few records with the person who will manage that site. Write down the installation steps and any questions you had to resolve.
Use those notes when adding the next website, but check its own requirements. A shop, a booking site and a lead-generation page may use different domains, forms and tracking tools. Confirm the account IDs and conversion steps for each one. If a site needs an exception, record why rather than adding it to every account. Keep a way to reverse a change if genuine visitors encounter a problem. After each installation, check the first records and connection status before moving on. This makes it easier to find mistakes while the details of that setup are still fresh.
Before removing your existing tool, save the details you may need later: where its code is installed, connected ad accounts, important settings and recent reports. Check which exclusions were created by the tool and which your team added manually. Review older entries before transferring anything; an address or rule that once mattered may no longer be appropriate.
Arrange the change with the person who manages your website and campaigns. Know how to restore the previous setup if a form or checkout stops working. Avoid letting two tools change the same campaign settings independently unless you understand how they interact. Once the new installation is in place, make a test visit, inspect the record and verify the account connection. Check a normal enquiry or purchase as well. Note the switch date in your reporting, because different tools may classify or count activity differently. Review the first few days before expanding the change to other websites.
Ask the people answering calls or following up forms what they are receiving. Are enquiries genuine? Is the customer in your service area? Do they want a service you provide? A real person asking for something you do not offer is a targeting problem. Repeated nonsense submissions may need a closer look at the form and associated visits.
Keep a simple record of the reasons enquiries are rejected. It can reveal a broad keyword, an unclear offer or a form that is too easy to misuse. Check duplicates before dismissing them: a customer may have submitted twice because no confirmation appeared or nobody responded. Where the visit looks suspicious, compare its timing and campaign with the submitted details. Use both the traffic information and feedback from your team when deciding what to change. Improving an ad, clarifying a service area or fixing follow-up can be as relevant as adjusting a protection rule.
Start with what you were actually charged and the results your business received. A flagged visit does not automatically equal a paid click. Your advertising platform may already have filtered or credited some invalid activity. Check its reporting and billing adjustments before adding up a claimed saving from the same visits.
For a practical comparison, look at spend per qualified enquiry or paid order before and after the change. Include the subscription fee and the time you spend reviewing traffic. For example, if ten flagged visits are multiplied by a $4 average click price, the resulting $40 is an estimate of possible exposure, not proof of a $40 refund. Keep estimates labelled and explain the calculation. A useful review should show whether your account is producing better-quality enquiries or orders for its overall cost, with promotions, bid changes and other adjustments taken into account.
Start with your number of websites and a normal month of traffic. Check what each plan counts toward its allowance: paid clicks, all website activity, ad spend or another measure. If your shop runs large promotions, also estimate a busy month. Ask what happens when you exceed the allowance or add another website, so the next invoice is predictable.
Compare the billing terms as carefully as the displayed monthly figure. An annual plan may show a monthly equivalent while requiring payment for the full year. An introductory offer may renew at a higher price. Include features you actually need, such as a particular reporting option, and allow time for installation and account review. For a quote-only provider, request a written offer using the same requirements. Keep that offer alongside the subscription price so you can compare what your business would pay and what work each option includes.