---
title: "Onboarding Prep: Requirements & Recommendations"
description: Review the following materials BEFORE the first onboarding call with your account owner to ensure your onboarding experience is as fast and efficient as possible. If you don’t know your clients' Web
---
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1. [Help Center](https://support.buyerbridge.com/knowledge?hsLang=en)
2. [Getting Started](https://support.buyerbridge.com/knowledge/getting-started?hsLang=en)
3. [Welcome Kit](https://support.buyerbridge.com/knowledge/getting-started?hsLang=en#welcome-kit)
# Onboarding Prep: Requirements & Recommendations
Review the following materials *BEFORE* the first onboarding call with your account owner to ensure your onboarding experience is as fast and efficient as possible.
### Requirements & Recommendations
#### Requirements:
- Make sure that your agency has successfully onboarded BuyerBridge using the unique invite link sent to you via email!
- If your agency has not yet onboarded BuyerBridge, please go ahead and do so using this article here**: [Self Service Onboarding For New Partners](https://support.buyerbridge.io/knowledge/self-service-agency-onboarding?hsLang=en)**
#### Recommendations:
- Know who your Site Provider/Feed Provider is
- Check to make sure we integrate with your Website and/or Feed Provider from the BuyerBridge **[Website and Inventory Providers list here](https://buyerbridge.io/integrations/).**
> If you don’t know your clients' Website/Feed provider, or it is not in our list, we will be unable to drive traffic to their website VDP and therefore will recommend that they run On-Facebook AIA *ONLY*.
- Know your dealer client's desired advertising budget
- Want key auto shopper insights that will help maximize your client's opportunity on Facebook? We have a free tool to help you figure out exactly that and then some: **[MarketAnalyzer Tool](https://buyerbridge.io/resource/access-free-marketanalyzer-tool/)**
> Coming Soon: **New Omni-Analyzer tool** - a tool to help your auto agency determine your clients' potential opportunity on multiple channels and how to allocate their budget to maximize dealers' advertising budget!
- Review a breakdown of our Products and the different packages we offer**[here.](https://support.buyerbridge.io/knowledge/new-product-packages?hsLang=en)**
- Marketplace, Marketplace+
- Advertising, Advertising+
- Running ads on Facebook? We have 150+ different Playbooks options...from AIA On-Facebook and OEM-Specific to Branding and Buyback.
- **[Click here](https://support.buyerbridge.io/knowledge/buyerbridge-playbooks?hsLang=en)** to find out everything you need to know about our Playbook library and the Playbooks inside to identify which one(s) align with your dealer client's objective.
> If you only want to deploy Playbook's for Automotive Inventory Ads on Facebook, find out which AIA Playbook is for your client **[here](https://support.buyerbridge.io/knowledge/how-to-choose-the-right-aia-playbook-for-your-dealer-clients?hsLang=en).**
- Facebook Page Access: Know your Dealership Client’s Facebook Page Name
> (BONUS points if you have been granted access to it with the correct permissions - *Manage Permissions*)
Once you have reviewed our requirements/recommendations and feel ready...it's time to onboard your first dealer client!
### [NEXT STEP:](https://support.buyerbridge.io/knowledge/step-1-dealer-onboarding?hsLang=en)CHANNEL SETUP
[](https://support.buyerbridge.io/knowledge/step-1-dealer-onboarding?hsLang=en)
- [Getting Started](https://support.buyerbridge.com/knowledge/getting-started?hsLang=en#main-content)
- [Welcome Kit](https://support.buyerbridge.com/knowledge/getting-started?hsLang=en#welcome-kit)
- [Getting Started](https://support.buyerbridge.com/knowledge/getting-started?hsLang=en#getting-started)
- [Navigating the Platform](https://support.buyerbridge.com/knowledge/getting-started?hsLang=en#navigating-the-platform)
- [Account Management](https://support.buyerbridge.com/knowledge/getting-started?hsLang=en#account-management)
- [Onboarding Clients](https://support.buyerbridge.com/knowledge/onboarding-clients?hsLang=en#main-content)
- [Channel Onboarding](https://support.buyerbridge.com/knowledge/onboarding-clients?hsLang=en#channel-onboarding)
- [Google Onboarding](https://support.buyerbridge.com/knowledge/onboarding-clients?hsLang=en#google-onboarding)
- [Meta Onboarding](https://support.buyerbridge.com/knowledge/onboarding-clients?hsLang=en#meta-onboarding)
- [Pinterest Onboarding](https://support.buyerbridge.com/knowledge/onboarding-clients?hsLang=en#pinterest-onboarding)
- [SEO Onboarding](https://support.buyerbridge.com/knowledge/onboarding-clients?hsLang=en#seo-onboarding)
- [Snapchat Onboarding](https://support.buyerbridge.com/knowledge/onboarding-clients?hsLang=en#snapchat-onboarding)
- [TikTok Onboarding](https://support.buyerbridge.com/knowledge/onboarding-clients?hsLang=en#tiktok-onboarding)
- [Platform Tools](https://support.buyerbridge.com/knowledge/platform-tools?hsLang=en#main-content)
- [Ad Builder](https://support.buyerbridge.com/knowledge/platform-tools?hsLang=en#ad-builder)
- [Ad Launcher](https://support.buyerbridge.com/knowledge/platform-tools?hsLang=en#ad-launcher)
- [Ads Library](https://support.buyerbridge.com/knowledge/platform-tools?hsLang=en#ads-library)
- [Best Practices](https://support.buyerbridge.com/knowledge/platform-tools?hsLang=en#best-practices)
- [Budgeting](https://support.buyerbridge.com/knowledge/platform-tools?hsLang=en#budgeting)
- [Campaign Management](https://support.buyerbridge.com/knowledge/platform-tools?hsLang=en#campaign-management)
- [EventFlow](https://support.buyerbridge.com/knowledge/platform-tools?hsLang=en#eventflow)
- [MarketAnalyzer](https://support.buyerbridge.com/knowledge/platform-tools?hsLang=en#marketanalyzer)
- [Playbooks](https://support.buyerbridge.com/knowledge/platform-tools?hsLang=en#playbooks)
- [SEOFlow](https://support.buyerbridge.com/knowledge/platform-tools?hsLang=en#seoflow)
- [Reports](https://support.buyerbridge.com/knowledge/platform-tools?hsLang=en#reports)
- [VINFlow](https://support.buyerbridge.com/knowledge/platform-tools?hsLang=en#vinflow)
- [White Labeling](https://support.buyerbridge.com/knowledge/platform-tools?hsLang=en#white-labeling)
- [Multichannel Advertising](https://support.buyerbridge.com/knowledge/multichannel-advertising?hsLang=en#main-content)
- [Overview](https://support.buyerbridge.com/knowledge/multichannel-advertising?hsLang=en#overview)
- [Google](https://support.buyerbridge.com/knowledge/multichannel-advertising?hsLang=en#google)
- [Meta](https://support.buyerbridge.com/knowledge/multichannel-advertising?hsLang=en#meta)
- [Pinterest](https://support.buyerbridge.com/knowledge/multichannel-advertising?hsLang=en#pinterest)
- [Snapchat](https://support.buyerbridge.com/knowledge/multichannel-advertising?hsLang=en#snapchat)
- [TikTok](https://support.buyerbridge.com/knowledge/multichannel-advertising?hsLang=en#tiktok)
- [Agency Sales Assets](https://support.buyerbridge.com/knowledge/agency-sales-assets?hsLang=en#main-content)
- [Facebook Sales Assets](https://support.buyerbridge.com/knowledge/agency-sales-assets?hsLang=en#facebook-sales-assets)
- [Google Sales Assets](https://support.buyerbridge.com/knowledge/agency-sales-assets?hsLang=en#google-sales-assets)
- [Graphics & Web Elements](https://support.buyerbridge.com/knowledge/agency-sales-assets?hsLang=en#graphics-web-elements)
- [Instagram Sales Assets](https://support.buyerbridge.com/knowledge/agency-sales-assets?hsLang=en#instagram-sales-assets)
- [Meta Sales Assets](https://support.buyerbridge.com/knowledge/agency-sales-assets?hsLang=en#meta-sales-assets)
- [Omnichannel Sales Assets](https://support.buyerbridge.com/knowledge/agency-sales-assets?hsLang=en#omnichannel-sales-assets)
- [Pinterest Sales Assets](https://support.buyerbridge.com/knowledge/agency-sales-assets?hsLang=en#pinterest-sales-assets)
- [Snapchat Sales Assets](https://support.buyerbridge.com/knowledge/agency-sales-assets?hsLang=en#snapchat-sales-assets)
- [TikTok Sales Assets](https://support.buyerbridge.com/knowledge/agency-sales-assets?hsLang=en#tiktok-sales-assets)
- [SEO for Dealers](https://support.buyerbridge.com/knowledge/agency-sales-assets?hsLang=en#seo-for-dealers)
- [Product Updates & Enhancements](https://support.buyerbridge.com/knowledge/product-updates-enhancements?hsLang=en#main-content)
- [Enhancements](https://support.buyerbridge.com/knowledge/product-updates-enhancements?hsLang=en#enhancements)
- [Product Updates](https://support.buyerbridge.com/knowledge/product-updates-enhancements?hsLang=en#product-updates)
- [Announcements](https://support.buyerbridge.com/knowledge/product-updates-enhancements?hsLang=en#announcements)
- [Monthly Updates](https://support.buyerbridge.com/knowledge/product-updates-enhancements?hsLang=en#monthly-updates)
- [Metrics](https://support.buyerbridge.com/knowledge/metrics?hsLang=en#main-content)
- [Offline Events](https://support.buyerbridge.com/knowledge/metrics?hsLang=en#offline-events)
- [Metrics Defined](https://support.buyerbridge.com/knowledge/metrics?hsLang=en#metrics-defined)
- [Leads](https://support.buyerbridge.com/knowledge/metrics?hsLang=en#leads)
- [Reporting](https://support.buyerbridge.com/knowledge/metrics?hsLang=en#reporting)
- [SEO Reporting](https://support.buyerbridge.com/knowledge/metrics?hsLang=en#seo-reporting)
- [Supported Providers](https://support.buyerbridge.com/knowledge/supported-providers?hsLang=en#main-content)
- [CRM Integrations](https://support.buyerbridge.com/knowledge/supported-providers?hsLang=en#crm-integrations)
- [Inventory & Feed Providers](https://support.buyerbridge.com/knowledge/supported-providers?hsLang=en#inventory-feed-providers)
- [Website Providers](https://support.buyerbridge.com/knowledge/supported-providers?hsLang=en#website-providers)
- [3rd Party Support](https://support.buyerbridge.com/knowledge/3rd-party-support?hsLang=en#main-content)
- [Google Help Center](https://support.buyerbridge.com/knowledge/3rd-party-support?hsLang=en#google-help-center)
- [Facebook Platform Help](https://support.buyerbridge.com/knowledge/3rd-party-support?hsLang=en#facebook-platform-help)
- [TikTok Help Center](https://support.buyerbridge.com/knowledge/3rd-party-support?hsLang=en#tiktok-help-center)
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