Facebook Business Manager Setup Checklist: Assets, Access and Handover

Start with an asset inventory

Write down the Facebook Pages, advertising accounts, and business tools involved in your work. Add the business or client responsible for each asset and the person who currently manages it. A simple inventory often reveals that the main issue is missing access rather than a missing account.

Separate assets owned by your business from assets managed for a client. If several teams are involved, record their responsibilities before requesting changes. Keep account identifiers in your private working document; the public enquiry only needs a summary.

Define the access your team needs

Describe the work each person will do: managing campaigns, maintaining the Page, handling billing, or reviewing results. Ask how those responsibilities will be reflected in the access arrangement. Avoid treating shared passwords as a substitute for a clear team structure.

Include an offboarding question in the discussion. A setup should be understandable when someone joins or leaves the team, not only on the day it is delivered.

Compare the actual option, not just its label

Terms such as BM1 or BM3 appear in product listings, but a label is not a complete specification. Ask which assets are included, what the current account status is, what limitations apply, and what work is part of the service. Keep the answers next to the product name so you compare like with like.

Verification, advertising eligibility, account access, and campaign performance are different subjects. Ask about each one separately. No business setup can promise a particular advertising result.

Make billing and support explicit

Discuss who funds advertising, how charges are handled, which service fees apply, and who can answer a billing question. A setup price and the money used for campaigns should be explained separately.

Ask for the support scope and any replacement or refund terms before placing an order. Do not assume that terms from one product apply to every product in a catalogue.

Use a written handover checklist

A useful handover record names the agreed service, the included items, the responsible contacts, and the steps needed to confirm access. Check each item with the team before considering the handover complete. Use secure methods for any sensitive information that becomes necessary later.

For a first enquiry, share your business type, the assets you need, and your main questions. Leave passwords, recovery codes, and identity documents out of that initial message.

Your next step

Explore our Business Manager service and compare the Business Manager products. If verification is part of your requirement, also read what to check about a verified Business Manager. You can then prepare a WhatsApp or Telegram enquiry with a clear summary.