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Client onboarding

Welcome aboard.

You're in — this is where we get to know your brand properly. Fill in what you can below; anything you skip, we'll just ask you about on our kickoff call. Ten minutes now saves a lot of back-and-forth later.

01

Business basics

02

Brand & voice

03

Socials & access

🔒 Please don't put any passwords here. Instead, add Yoonspace as a partner on Meta Business Manager — the steps are below.

How to add Yoonspace as a partner on Meta (Facebook & Instagram)
  1. 1.Go to business.facebook.com and log in with the Facebook account that manages your page. If you've never set up a Business Portfolio it'll walk you through it — just needs your business name, your name and an email.
  2. 2.In Business Settings, go to Accounts → Pages, hit Add, then Add an existing Page. Select your page.
  3. 3.Same menu, Instagram accounts, hit Add. You'll need the Instagram login. If Instagram isn't already a Business or Creator account, switch it first in the app under Settings → Account type.
  4. 4.Go to Partners, hit Add, then Give a partner access to your assets. Paste in our Business ID: 1297178565852812. Tick the page, the Instagram account and the ad account, and set us to full control.

Heads up on the ad account — if you don't have one yet, you'll need to create it, add a payment method, and verify a phone number before anything can publish. Worth doing that now rather than on launch day.

Any step that doesn't look right, screenshot it and send it to ryan@yoonspace.co.nz.

04

Goals & competitors

05

Content & logistics

Prefer to talk it through instead? Email ryan@yoonspace.co.nz