Create a Business Suite and company ad account

Set up your Meta Business Suite so we can run your ads. You own it, we manage it. About 10 minutes.

• Step 1. Log in with an aged Facebook account, not a brand new one. The best choice is your company's existing Facebook account (the one you've been posting from for a while). Any personal account that's been active for at least 6 months also works. Brand new accounts get flagged by Meta's fraud detection and often get banned within hours of creating an ad account.
• Step 2. Go to business.facebook.com in your browser.
• Step 3. Click the blue Create Account button in the top right corner.
• Step 4. Enter your business name, your full name, and your business email address. This creates your Meta Business Portfolio (the container that holds your Page, Instagram, and ad account).
• Step 5. Click Submit to create the portfolio.
• Step 6. Open the verification email Meta sends you and click the confirmation link.
• Step 7. Connect your Facebook Page: Business Settings → Accounts → Pages → + Add → pick Add a Page (existing one you own) or Create a new Facebook Page (name it after your business, pick a category).
• Step 8. Connect your Instagram: Business Settings → Accounts → Instagram accounts → + Add → an Instagram login popup opens → sign in to your IG account (must already be set to a Professional / Business account type) → authorize. Skip if you don't have one yet.
• Step 9. Open Settings (the gear icon in the left menu) to enter Business Settings.
• Step 10. Click Accounts, then Ad accounts.
• Step 11. Click the blue Add button, then select Create a new ad account.
• Step 12. Enter the ad account name (using your business name keeps it clean), set your time zone, and choose USD as the currency.
• Step 13. When Meta asks "Who will use this ad account?", select Your own business. Do not select "another business or client", that path causes access issues for you down the line.
• Step 14. Click Confirm to finalize the ad account.
• Step 15. Add a payment method: Business Settings → Billing & Payments → Payment Settings → Add Payment Method → pick Credit or debit card, Direct Debit (US bank), or Monthly Invoicing → enter details → Continue. Nothing gets charged until campaigns run. Note: as of April 2026, Meta removed credit card as an option on some higher-spend accounts. If you don't see it, use Direct Debit.
• Step 16. Once everything is live, move on to the next task below and the Strategy Call task to book your call. We'll connect MSET as a partner during that call.

Grant MSET access to your ad accounts

Now that your Business Suite is live, give MSET partner access so we can run ads and install tracking on your behalf. You stay the legal owner of everything, this just lets us do the work. About 10 minutes.

Two pre-flight steps you didn't do in Task 1:

• Step 1. Enable two-factor authentication on your personal Facebook account: profile photo → Settings & privacy → Settings → Accounts Center → Password and security → Two-factor authentication → pick your account → choose method (authenticator app recommended) → turn on. Meta requires this for Business Portfolio admins.
• Step 2. Create your Dataset (Meta's new 2026 name for the Pixel). Business Settings → Data Sources → Datasets → + Add → name it "[Your Business] - Website" → click Create. You must create this yourself, MSET cannot create it on your behalf.

Grant partner access:

• Step 3. Go to business.facebook.com/settings → scroll to Users in the left sidebar → click Partners.
• Step 4. Click Add → select Give a partner access to your assets.
• Step 5. When prompted, enter MSET's Business ID (also called Business Portfolio ID, 16 digits): 1175106521043100.
• Step 6. Select every asset listed and assign the role MSET needs for each (this is what gives us full operational access):
  • Ad Account → Advertiser
  • Facebook Page → Full control
  • Instagram Account → Full control
  • Pixel / Dataset (the one you just created) → Full control
  • Product Catalog (only if you have one) → Full control
• Step 7. Click Assign assets. MSET will see your accounts within a few minutes.

SMS compliance setup

We auto-text your leads the second they fill out your form. Auto-texts close 30 to 50 percent more deals than email alone. Phone carriers need to approve your business first. We handle the whole registration and pay for it as part of your retainer. Approval takes 1 to 3 days, so let's get this in early.

Email everything below to assets@msetmarketing.com with the exact subject line: "SMS Compliance: [Your Business Name]". Send all five items in one email if possible. Read each item carefully, incomplete or wrong-format submissions force a resubmission and delay your SMS going live by 3 to 5 extra days.

Send us your best shots (and book your strategy call)

Send us your best-performing and favorite content, plus any and all content you have. Photos, videos, your logo, storefront shots, team shots, and especially people actively working on a job. That one is highly recommended, it is the content that sells. Drop it all in your private Google Drive folder.

Why this matters: we use these as reference and material for your ad creatives and your website. We hand-select the best, and nothing goes live without your approval. More is better here, so do not hold back. Send a lot.

Only thing to avoid: blurry, dark, or very low-resolution files can't be used for ads. Clear, well-lit phone photos and clips are perfect.

Email your business info to info@msetmarketing.com

This is the written side. Your photos and videos go in Drive (above). Your business info gets emailed to info@msetmarketing.com so we can build your lead form, ads, and website copy around exactly how you run things. Send it all in one email, and answer the items below right in the body. Every item has an (ex: ...) so you never have to guess what we mean.