Facebook Advertising Agency Handover in Hong Kong + Free Access and Asset Checklist
When changing a Facebook advertising agency in Hong Kong, start with a handover record before asking for a new campaign plan. The brand needs to know who controls each asset, who approves spending, which creative remains usable and when the outgoing agency will supply its records. This guide organizes responsibilities for the first meeting; it does not replace checking access inside the actual account.
The schedule and numbers below are Allua planning examples, not Meta deadlines, service commitments or performance guarantees. Interfaces and available features change. Have the current administrator check official guidance before making account changes; this article does not provide unverified menu instructions.
Inventory assets before discussing access
Record the name, ID, current responsible person and intended use of each Page, Instagram account, ad account, dataset or tracking setup, catalogue, landing page and reporting location. Matching display names do not prove that two records refer to the same asset. A screenshot does not establish that the incoming agency can perform the required work. Keep personal passwords, verification codes and access tokens out of the handover document.
Asset or issue | Brand confirmation | Agency evidence |
Accounts and Pages | IDs, administrators and approval responsibilities | Required work is possible; extra access awaits approval |
Ads and creative | Campaigns, versions and validity dates | Source files, copy, approvals and usage limits |
Tracking and landing pages | Event definitions, URLs and owners | Existing setup, known issues and verification scope |
Billing and reports | Payer, currency, period and attribution basis | Media spend separated from agency fees |
The brand should retain its own administration and approval capability, arranging access around the agreed work instead of exchanging personal login details. If another company controls an existing asset, identify what can be handed over, shared or still needs confirmation. Ask the relevant administrator to resolve it; do not assume every asset can move to a new account.
Specify creative versions and usage
For each asset, record the filename, dimensions, language, editable files, approved version, launch date and usage period. Music, fonts, models, creators and stock material may have different arrangements. Ask what can be re-edited, adapted, used on another platform, promoted as advertising or passed to a new supplier. Receiving a video file does not settle every use.
Separate running campaigns from unpublished drafts. Agree which remain live, when any switch happens and who monitors it. A handover should not automatically change budgets, delete campaigns or reset tracking. Put necessary changes into a separate approved record, retaining the original setup and reason.
Free Facebook agency handover Word checklist
The bilingual editable checklist includes a first-meeting brief, asset and access review, creative delivery, named work owners, a changeover record and acceptance fields, plus a completed example. Enter your email, choose a usage purpose and accept the subscription consent shown at the entry form to receive both Word links. There is deliberately no password field.
Use a responsibility table in the first meeting
Work | Responsible person and approver | Completion evidence |
Inventory current campaigns | Outgoing agency prepares; brand confirms | Campaign list, status and open work |
Deliver creative | Outgoing agency supplies; incoming agency checks | Files and permitted-use list |
Verify working access | Brand administrator arranges; incoming agency checks | Actual available tasks and gaps |
Approve changeover | Named brand owner | Date, budget, recovery plan and written approval |
A seven-day internal coordination example could allocate days one and two to the inventory, three and four to access and creative checks, day five to tracking and report definitions, and days six and seven to the switch and review. Actual timing depends on responses, access status and technical issues. This is neither a required advertising pause nor a guaranteed completion deadline.
Hand over definitions with the report
Keep the time zone, currency, reporting dates, data sources, conversion event, attribution settings and exclusions with the original exports. Separate media spend, agency management and production fees. A platform-reported result, website form submission and CRM-confirmed qualified enquiry may describe different stages.
Suppose a period contains 50 forms and the brand verifies 12 against a qualification definition agreed in advance. The qualified proportion is 12 / 50 = 24%. This is an educational calculation, not an Allua or client result. A qualified enquiry is not a sale or revenue. Whether conversion tracking works still needs a separate authorized validation.
Frequently asked questions
Must we supply a personal password?
Do not make a shared personal password the standard deliverable. List the assets and required tasks, have the current administrator arrange appropriate access, and check what the incoming agency can actually do.
Can the old report become the new baseline?
First align periods, time zones, currencies and result definitions. Explain changes alongside the figures and retain the original data instead of joining unlike metrics into one trend.
Is receiving every file enough?
Also check usable versions and rights, working account access, open campaigns, payment responsibilities and reporting ownership. Mark each item completed or awaiting confirmation.
Can a handover guarantee more enquiries?
No. A clear handover supports responsibility and data continuity. Results also depend on the audience, creative, website, budget and sales process, and require actual observation.
Ask Allua to define your handover scope
Share your asset list, current service scope, campaign status, creative and planned changeover date. Allua can help clarify content, advertising, tracking and reporting responsibilities, then suggest a scope based on your actual needs.
Platforms and third-party information change; check before use. Confirm actual service scope, access and timing separately. Please contact Allua with corrections.
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