Meta Business Setup

Organise the business assets and tracking your team needs before advertising. The engagement starts by checking ownership and permissions, then covers the agreed connections, event tests, and handover—not a promise of sales or platform approval.

For a business preparing to advertise, a store with disconnected catalogue or event tracking, or a service business that needs a clear lead-event setup and an asset access map.

Discuss Meta Business Setup scope

Deliverables

  • An inventory of the agreed business portfolio, Facebook Page, Instagram account, ad account, domain, dataset or Pixel, catalogue, and relevant access roles.
  • Setup or connection of approved assets where the account is eligible and your business has the necessary ownership and permissions.
  • A tracking plan for the agreed lead or ecommerce events, with browser-event checks and server-side integration only where included and technically supported.
  • For an ecommerce scope, catalogue and product-feed checks; for a service business, a documented lead journey and event definition.
  • Test evidence, an access and asset map, open platform issues, and a handover checklist for your business administrator.

What you need to provide

A business administrator must approve access and retain control of the assets. Provide the asset IDs or URLs, website or store platform, relevant domain access, a billing method managed by your business, and a description of the lead or purchase journey. Verification may require genuine business documents submitted by the owner. Use assigned roles rather than sharing personal passwords, and confirm the site’s consent and data-handling requirements with your responsible adviser.

Timelines and dependencies

Initial replies are targeted within 24 hours. The standard free review target is 48 hours after details and required access arrive. Setup milestones depend on current asset ownership, account eligibility, website integration, and administrator approvals. Meta verification, account recovery, and platform reviews run on Meta’s timetable and may delay completion.

Pricing approach

Quotes reflect the number of assets, existing access problems, website platform, catalogue complexity, and event integrations. Tracking implementation, campaign management, WhatsApp API connections, and ongoing optimisation are separately identified. Advertising spend, platform subscriptions, and external integration fees are not included unless the proposal states otherwise.

Ownership and handover

Configure assets in accounts controlled by your business, with your administrator maintaining appropriate access. VoxiKit uses the permissions needed for the agreed work. Handover documents asset IDs, connections, event definitions, and how to remove temporary access. Account transfer or recovery may need the current owner or Meta support.

Reporting and evidence

The setup report distinguishes created, connected, tested, and blocked items. It records the testing date and environment, observed events, unresolved errors, and required owner actions. Ongoing campaign reporting is a separate scope and must distinguish attributed conversions from confirmed sales and costs.

Limitations and exclusions

Verification, account reinstatement, ad approval, attribution completeness, and sales are not guaranteed. Browser restrictions, consent settings, checkout limitations, and platform processing can affect tracking. Account recovery, policy appeals, legal advice, advertising creatives, and ongoing media buying are outside the standard setup scope unless agreed.

How the work proceeds

  1. Inspect ownership and permissions

    Map existing assets and identify restrictions or duplicate accounts before creating anything new. Confirm which administrator can approve changes and who will retain access after handover.

  2. Connect the agreed assets

    Configure eligible accounts and connections within the written scope. Ecommerce catalogues, WhatsApp API work, and server-side tracking are separate integrations when needed, not automatic inclusions.

  3. Test the event journey

    Use the agreed browser or server test tools and a suitable test journey. Document event definitions, missing signals, and deduplication checks where browser and server integrations coexist.

  4. Handover and next steps

    Provide the asset map and verification notes. Resolve acceptance issues within scope and identify any outstanding platform review or owner action before advertising starts.

Frequently asked questions

What will I receive?

An inventory of the agreed business portfolio, Facebook Page, Instagram account, ad account, domain, dataset or Pixel, catalogue, and relevant access roles. Setup or connection of approved assets where the account is eligible and your business has the necessary ownership and permissions. A tracking plan for the agreed lead or ecommerce events, with browser-event checks and server-side integration only where included and technically supported. For an ecommerce scope, catalogue and product-feed checks; for a service business, a documented lead journey and event definition. Test evidence, an access and asset map, open platform issues, and a handover checklist for your business administrator.

What do you need before starting?

A business administrator must approve access and retain control of the assets. Provide the asset IDs or URLs, website or store platform, relevant domain access, a billing method managed by your business, and a description of the lead or purchase journey. Verification may require genuine business documents submitted by the owner. Use assigned roles rather than sharing personal passwords, and confirm the site’s consent and data-handling requirements with your responsible adviser.

When will I receive the work?

Initial replies are targeted within 24 hours. The standard free review target is 48 hours after details and required access arrive. Setup milestones depend on current asset ownership, account eligibility, website integration, and administrator approvals. Meta verification, account recovery, and platform reviews run on Meta’s timetable and may delay completion.

How is the engagement priced?

Quotes reflect the number of assets, existing access problems, website platform, catalogue complexity, and event integrations. Tracking implementation, campaign management, WhatsApp API connections, and ongoing optimisation are separately identified. Advertising spend, platform subscriptions, and external integration fees are not included unless the proposal states otherwise.

Who owns the accounts and receives the files?

Configure assets in accounts controlled by your business, with your administrator maintaining appropriate access. VoxiKit uses the permissions needed for the agreed work. Handover documents asset IDs, connections, event definitions, and how to remove temporary access. Account transfer or recovery may need the current owner or Meta support.

What evidence and reporting will I receive?

The setup report distinguishes created, connected, tested, and blocked items. It records the testing date and environment, observed events, unresolved errors, and required owner actions. Ongoing campaign reporting is a separate scope and must distinguish attributed conversions from confirmed sales and costs.

What is outside scope or cannot be guaranteed?

Verification, account reinstatement, ad approval, attribution completeness, and sales are not guaranteed. Browser restrictions, consent settings, checkout limitations, and platform processing can affect tracking. Account recovery, policy appeals, legal advice, advertising creatives, and ongoing media buying are outside the standard setup scope unless agreed.

Does setup include ads, verification approval, and WhatsApp API access?

Those are not automatic inclusions. The proposal identifies whether campaign management, verification assistance, or a WhatsApp API integration is included. Your business supplies required access and documents; Meta and any integration provider determine eligibility and approval. Ad spend and provider fees are separately agreed.

Start with the scope

Send your website or asset URLs, priorities, and relevant constraints. Please do not send passwords or sensitive documents through the enquiry form. The next step is to confirm what can be reviewed, what needs access, and what belongs in a written proposal.

Platform reference: Meta: give, edit or remove Facebook Page access. Platform requirements may change; eligibility and available permissions are checked during scoping.