Tutorial: Using Facebook Business Manager to manage your pages, ad accounts and those who work on them

There is a very common scenario with small businesses and Facebook. It goes something like this. The small business realizes they need a Facebook page, so they task someone (employee, related, freelancer) to create the page. The individual creates the business page through their personal profile. Everything goes well…until…the individual is no longer associated with the business. Now the business is stuck. They do not have access to their Facebook business page. When this happens, they 1) create a new page under another individual’s personal profile and repeat the cycle or 2) they abandon the Facebook page idea. Has this happened to you?

For this reason, Facebook created the Facebook Business Manager. The Facebook Business Manager is not tied to an individual profile, rather it is a separate account where the business can manage users, ads and pages (including requesting access from individuals). The business has full control.

So, let’s get started. Follow these simple steps to create your Facebook Business Manager account:

  1. Go to https://business.facebook.com and click “Create Account” (you will need to have a Facebook login to do this. PLEASE NOTE: your personal profile will not be displayed and will not be tied to the account)Facebook Business Manager Start Screen
  2. Enter your business name and click “Continue”Facebook Business Manager create account
  3. Add your name and email and click “Finish”Facebook Business Manager create profile

Now your Facebook Business Manager account has been created. From here, you will many options.

  • Page – When you click this button, you will have three options
    • Add Page – a page that you already own
    • Request Access – request permission from another owner to add their page to your account
    • Create a Page – if you do not have one, you can create a new page
  • Ad Account – Manage Facebook ad accounts
    • Add Ad Account – Manage an account that you already own
    • Request Access – Request permission to manage another owner’s ad account
    • Create an Ad Account – create a new ad account and billing method
  • People – manage users
    • Level of Access – Add users as an employee with restricted access or as an Admin with full access
    • User roles – Assign each user the proper permissions for each page and ad account that you manage

Now that you have taken the step to manage your own pages and ad accounts under one roof, don’t let it stop there. There is so much more that you can do with Facebook Business Manager that can help you use Facebook as a valuable marketing asset. Other features include Audience Insights, Events Manager, and Automated Ad Rules. If you would like to learn more about Facebook Business Manager and all that it offers, please contact us.

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TOFU, MOFU, and BOFU Magnets

When you stack magnets, their power is exponential.

 

Stacking Magnets

 

Think about your best clients and what actions they took when first buying from you. Build magnets based on these actions. Here are examples of how to stack magnets:

 

Fractional CFO Service Company

 

  • TOFU – Cash-Flow Forecast Template for Founders.
  • MOFU – 3-part email class on “Scaling from 500K to 5M using videos.
  • BOFU – Free 30-minute “Financial Check” with a 90-day pilot option. 

 

. Residential HVAC / Plumbing Contractor

 

  • TOFU – Seasonal Maintenance Checklist to Avoid Breakdowns 
  • MOFU – Educational videos on “What To Check Before Calling For Help. 
  • BOFU – Free home system inspection plus a discount on annual plans. 

 

Specialty Retailer or E-Commerce Shop

 

    • TOFU – “Find Your Perfect Product Style” quiz with personalized recommendations and a small first-order discount. 
    • MOFU How-To Guides, Lookbooks, and Comparisons
  • BOFU – Limited-time starter kit, cart-abandonment coupons, and free shipping.

This “magnet stack” approach—clear value at each stage, linked to your core offer—will pull the right prospects from curiosity to commitment.

 

Getting it Done

 

Apex Advisory Group, a professional services firm, had four sales reps plus the owner selling and servicing clients, but deals were inconsistent and follow-up was ad-hoc.

 

Apex engaged CCC, www.cccsolutions.com, to help build their sustainable sales pipeline. The team focused on the ideal client’s journey, selected magnets, and created a sales process to manage prospects. The magnets were:

 

    • TOFU – Risk and Readiness Checklist.
  • MOFU – Quarterly Webinars and Case Studies
  • BOFU – Business Circle Invitation

 

CCC set up X2CRM to segment, track, and reach prospects and remind salespeople to follow up. At every stage, the CRM captured new information and responded based on specific prospect actions.

 

Apex Today

 

Apex now has a repeatable sales engine: Their magnets consistently attract new prospects, X2CRM nurtures and scores them, and the sales team focuses its energy on the best opportunities.

 

With CCC Solutions guiding strategy and configuration, Apex built a sustainable, measurable pipeline that increased sales while reducing the chaos of manual follow-up.

 

FREE ebook:
Build More Revenue with Less Follow Up Fatigue

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