AdAce AdsNine-step setup checklist on the Overview page
The setup checklist on the Overview page turns onboarding into nine clear steps and always highlights the next one. Each step opens the page where it is done.
What it does
The nine steps are: add a client, connect ad accounts, import campaigns, run a website tracking audit, connect GA4 or Search Console, choose a write policy, connect an AI client, set up an agent or a monitor, and invite your team.
Progress is calculated from what actually exists in your workspace and what you are allowed to see. Demo data does not count, so a green step always means real work is done. The team step is shown only to owners and admins.
Why it helps
- New users never wonder what to do next.
- Managers see at a glance which parts of a workspace are not configured yet.
- Honest progress: demo clients and sandbox campaigns do not tick steps.
- Every step is one click away from the page where it is completed.
How to set it up
- Open Overview — the checklist is at the top while steps remain.
- Click the highlighted step; the app opens the right page.
- Complete the action (for example, connect an ad account) and return to Overview.
- Repeat until all steps are green; the checklist then stays out of your way.
Good to know
- Steps reflect your own access: an analyst assigned to one client sees progress for what they can access.
- The checklist never changes anything by itself — it only links to pages.
Try it on your own accounts
Create a workspace, connect Google or Meta in a couple of clicks and see your accounts clearly. Changes follow your approvals or the policy you configure.
Create your workspace