TURN ACCESS INTO A DELIVERY MILESTONE

Stop chasing access. Start delivering.

Give clients one guided request for the scoped Meta access your approved work needs. They see what to do, your team sees what is done, and delivery moves the moment the connection is ready.

  • One clear client request
  • Live readiness status
  • Delivery starts from the workspace
A bright product illustration of a client connection request becoming a ready-to-launch workspace.
01One clear client requestBuilt into the client delivery workflow
02Live readiness statusBuilt into the client delivery workflow
03Delivery starts from the workspaceBuilt into the client delivery workflow
ACCESS SHOULD NOT BE A BOTTLENECK

Make “I sent it” a real delivery milestone.

A generic instruction email creates another support thread. A scoped connection request gives the client a clear task and gives your team a visible starting line for the work.

01

Ask for only what the work requires

Send one plain-language request for the scoped Meta access your approved work needs—without asking clients for passwords or broader permissions.

02

Make the next missing step impossible to miss

Show what is complete, what is waiting, and who owns the follow-up beside the client workspace. No digging through email to reconstruct the story.

03

Let ready trigger the next task

When the required access is complete, assign the right owner, create the next task, or begin the approved onboarding sequence while the momentum is still there.

THE FIRST CLIENT EXPERIENCE COUNTS

Your onboarding should feel as organized as the work you sell.

Spacebrain makes access collection part of the client workflow—alongside the workspace, the owner, the onboarding tasks, and the next delivery outcome.

THE EMAIL-THREAD VERSION

Access becomes a support ticket before work even starts.

  • Vague instructions leave the client unsure what to do
  • Your team rebuilds the context every time they follow up
  • Delivery waits for another manual handoff
THE SPACEBRAIN VERSION

One request becomes a visible green light for delivery.

  • The exact request and status stay with the client workspace
  • The owner can see the one thing blocking progress
  • Ready status starts the next approved delivery task
THE DELIVERY-READY PATH

Build an onboarding path clients can actually finish.

  1. 01

    Set the scope

    Choose the Meta access and client details the approved delivery scope actually requires.

  2. 02

    Send one clear ask

    Give the client a guided request that explains the action without a long setup email.

  3. 03

    See the hold-up

    Track what is complete, waiting, or needs a follow-up from the same workspace.

  4. 04

    Release delivery

    Assign the work or start the approved workflow as soon as the connection is ready.

WHERE ACCESS BLOCKS THE WORK

Use Client Connections wherever Meta access is holding delivery hostage.

01

Paid-social launch

Collect the scoped Meta access and client context a campaign needs before the first launch date slips.

02

Ad-account onboarding

Keep the request, the live status, and the next delivery action tied to the workspace that will run the work.

03

New-client setup

Replace scattered how-to instructions with one explicit, client-friendly action that is easy to finish.

04

Stalled access follow-up

See incomplete requests and follow up with context instead of rebuilding the client story from email or chat.

05

Client workspace handoff

Keep access readiness beside the workspace where your team will manage ongoing client delivery.

06

Repeatable Meta onboarding

Reuse a proven request for relevant client packages while keeping every client’s progress and delivery plan separate.

FOR AGENCIES THAT WANT TO LOOK ORGANIZED

Let your onboarding signal how your agency operates.

Create reusable connection requests, keep each client’s progress in the right workspace, and start delivery from a visible green light—not a long email thread.

Build your client request
THE IMPORTANT DETAILS

Client Connections, without the back-and-forth.

What are Client Connections?

Client Connections gives Pro and Agency accounts a structured way to send a guided Meta access request before client work begins. The status stays tied to the client workspace and the associated onboarding work.

Does it ask clients to share passwords?

No. Client Connections is designed around guided, scoped Meta access requests for approved client work. It does not ask clients to share passwords or broader permissions.

Which access is supported today?

Client Connections currently focuses on guided Meta access requests. Confirm current support in the product before promising a particular platform, asset type, or client setup.

How does the team know when delivery can start?

Use the connection status with the client’s onboarding checklist. Once the required items are complete, assign the next task or start the approved follow-up workflow.

Can an agency reuse the same process?

Yes. Reuse a request for a relevant client package while preserving that client’s own progress, owner, and delivery context in their workspace.

START WITH THE FIRST CLIENT WIN

Give clients one clear request. Give your team a visible starting line.

Build the scoped Meta access path once, keep every status in the right workspace, and make delivery ready to begin the moment the client completes it.