# Review marketing-account access before a handover Canonical page: https://agents.paretoid.com/workflows/review-marketing-account-access-before-a-handover/ Category: Google Ads Practice relevance: cross-practice. A general operational method. Review the stated tool and jurisdiction limits before use. Jurisdiction/provider scope: Inventory observed access, dependencies and missing handover evidence. Status: Proposed / not tested. The public source describes the problem. Documentation supports only the stated method components; no result from this recipe has been verified. Verification: Source methods and reported problems have been reviewed. We have not run the adapted workflow. The sample below describes expected behavior on synthetic data, not a customer result. ## The problem Inventory observed access, dependencies and missing handover evidence. Why it matters: An agency handover can stall when the firm cannot identify who controls an account or what depends on it. A read-only access inventory gives the owner a concrete review list without assuming that an admin role proves legal ownership. ## Sources and evidence - pain: [Pain evidence: Public discussion](https://www.reddit.com/r/LawFirm/comments/t93lfc) original post 2022-03-08. Firm reports an agency withholding account access and control of the tracking phone number while it attempts to switch. Older first-person pain; allegations unverified. - method: [Method: Official method documentation](https://support.google.com/google-ads/answer/6372672?hl=en-gb) documents viewing Google Ads access levels. documents LSA access roles. Other systems must use their own verified access screens, not these instructions. - method: [Method: Official method documentation](https://support.google.com/localservices/answer/7652468?hl=en) Additional official capability reference. The complete adapted recipe has not been tested. Source checked: October 15, 2026. Pain accounts are self-reported. Documentation supports components; this adapted recipe and prompt have not been tested. ## Suggested approach Start when: Agency renewal/change or quarterly audit 1. inventory account IDs, actual owner/admin roles, billing owner, exports, domain/hosting/tracking dependencies 2. Keep source references and report unknowns instead of filling gaps. 3. The responsible reviewer checks the report before any separately approved action. ## What you need - Existing authorized access to the correct source account and records; no new login, credentials, installation or permission grant is included. - Responsible lawyer/operations reviewer approves scope, definitions and any later action. - AI optional; use only approved minimized data and retain originals separately. - Use synthetic inputs first. Keep real data in firm-approved accounts and processing, with appropriate access, confidentiality and retention controls. Aliases alone do not anonymize records. Never paste credentials, API keys or unnecessary client details. ## How to use Documentation-checked component path; proposed workflow, not tested - Verified Google-side paths do not verify other vendors. Legal ownership and portability require contractual evidence. Access and setup: - The live account, entitlement, exact headers, records and field coverage have not been observed. ### 1. Read platform-specific access screens Tool: Google Ads / LSA / GBP / GA4 / GTM Location: Ads/LSA: Admin > Access and security; GBP: More > Business Profile settings > People and access; GA4: Admin > Account/Property access management; GTM: Admin > Account and Container > User Management Capture current account/property/container IDs, firm/agency role aliases, pending invites and relevant inherited manager relationships without changing anything. Separately note the paying entity from permitted billing records, omitting payment/tax details. Expected output: Platform-specific dated control evidence. Next step: Use the approved asset roster to mark which assets were inspected and which remain unknown. Check before continuing: Access is not legal ownership. GA4/GTM account and property/container permissions differ; a payment role does not prove asset control. Execution status: Public official documentation checked 2026-10-15; no login, export, live query, import, installation, configuration, message or client workflow was executed. Step documentation: https://support.google.com/google-ads/answer/6372672?hl=en https://support.google.com/localservices/answer/7652468?hl=en https://support.google.com/business/answer/3403100?hl=en https://support.google.com/analytics/answer/9305587?hl=en https://support.google.com/tagmanager/answer/6107011?hl=en ### 2. Make the checked, minimized handoff Tool: Excel / source-record reviewer Location: Restricted original workbook > separate analysis workbook > Scope worksheet Human records each asset and source screenshot. For domain, hosting, tracking numbers, Meta or any other provider, obtain that actual provider’s read-only control evidence and official instructions first. No generic Google menu is substituted. Keep untouched original exports/screenshots and the identifying source map in restricted firm storage. Build a separate minimized analysis file; do not hide raw client data on another tab. Include the complete Scope/coverage note in the AI-visible workbook or prompt. Use aliases and administrative metadata only. Unknown is not zero, false, completed or absent. Expected output: Assets(asset_alias,platform,scope_id_alias,firm_role,agency_role,billing_entity_alias,contract_ref,access_evidence_ref,coverage); Contracts(asset_alias,approved_ownership_summary,evidence_ref,coverage), containing only staff-approved nonconfidential summaries, not confidential agreements. Next step: Format each approved range as a named table. Carry source-row references and coverage into the analysis workbook. Check before continuing: Every field has an observed source or an explicit missing reason; staff assignments are marked editorial, not native. Execution status: Public official documentation checked 2026-10-15; no login, export, live query, import, installation, configuration, message or client workflow was executed. Step documentation: https://support.microsoft.com/en-us/excel/merge-queries-power-query https://support.google.com/google-ads/answer/9978556?hl=en ### 3. Ask AI to inspect the checked inputs Tool: Excel Copilot, optional Location: Analysis workbook > Copilot icon at lower right > Chat only Open the minimized workbook containing the named tables and Scope. Paste the exact prompt; if unavailable, perform the same rule checks manually. Prompt: ```text Use Assets, Contracts and Scope only. Separate confirmed operational control, agency-dependent access and unknowns; distinguish user role, administrator ability, billing responsibility and contractual ownership. Identify missing evidence for domains, hosting, tracking numbers and linked accounts. Draft minimal handover questions using asset aliases. Do not infer misconduct, disclose credentials, change roles, revoke access, transfer assets or make legal ownership conclusions. ``` Expected output: Evidence-linked control inventory and draft questions. Next step: Copy checked results into a new Review sheet, retaining source references and unresolved blockers. Check before continuing: Every claim has a dated platform/contract source; absent access is not proof the agency owns an asset. Execution status: Public official documentation checked 2026-10-15; no login, export, live query, import, installation, configuration, message or client workflow was executed. Step documentation: https://support.microsoft.com/en-us/excel/copilot/get-started-with-copilot-in-excel ### 4. Human review and final action Tool: Responsible firm reviewer Location: Internal Review worksheet / review document Firm owner reviews asset completeness and contract interpretation. Save the inventory and decide what information to request from the agency. Expected output: Reviewed handover checklist. Next step: Any external request, transfer, user invitation/removal or credential operation is separately authorized. Check before continuing: No passwords, tokens, payment details or private keys are collected. Execution status: Public official documentation checked 2026-10-15; no login, export, live query, import, installation, configuration, message or client workflow was executed. Step documentation: https://support.google.com/google-ads/answer/9978556?hl=en https://support.google.com/business/answer/3403100?hl=en https://support.google.com/tagmanager/answer/6107011?hl=en ## What you will get handover-inventory.csv: asset_id, observed_control, evidence_refs, missing_access_evidence, dependency_gaps, draft_request, reviewer_status ## Human review and limits No credential sharing, ownership takeover or permission changes without explicit authorization. Administrative access is not proof of legal ownership. The assistant drafts or reports only. Check source records and review the output before a human performs any separately approved send or change. No automatic legal decision, money movement, account connection or publication is included. What to measure: In a synthetic pilot, count correctly found exceptions, false alarms, and unresolved inputs. No time or cost saving is assumed. ## Original prepared-input schema assets.csv: asset_id, platform, account_alias, expected_firm_role, dependency_asset_ids access-evidence.csv: evidence_id, asset_id, principal_alias, organization_role, platform_role, observed_at, source_ref contract-excerpts.csv: excerpt_id, asset_id, excerpt_text, source_ref; scope.txt: as-of time, approved asset roster, coverage and access-role definitions Synthetic example input: ```text Synthetic inputs are included in the starter kit. assets-example.csv access-evidence-example.csv contract-excerpts-example.csv handover-inventory-example.csv scope-example.txt ``` Expected synthetic output: ```text AS1 has observed firm admin access, AS2 observed agency admin access, and AS3 unknown access. AS1 depends on AS2. No conclusion about legal ownership and no access changes. ``` Failure check: No credential sharing, ownership takeover or permission changes without explicit authorization. Administrative access is not proof of legal ownership. ## Starter files Native blank scaffolds and original synthetic examples may use different schemas. Follow NATIVE-INPUT-MAPPING where supplied. These files do not connect accounts or install automation. - [Download starter kit](https://agents.paretoid.com/assets/starter-kits/g18-starter-kit.zip) — All inputs, synthetic examples and review notes in one ZIP. No automation is installed. - [Start here: get the sources and prepare the review](https://agents.paretoid.com/assets/starter-kits/g18/START-HERE.txt) — Documentation-checked acquisition, explicit manual mapping, exact prompts and human review limits - [Input template: assets.csv](https://agents.paretoid.com/assets/starter-kits/g18/assets.csv) — Header-only input template; preserve exact names and order - [Synthetic input: assets.csv](https://agents.paretoid.com/assets/starter-kits/g18/assets-example.csv) — Fabricated sample rows for an offline manual trial - [Input template: access-evidence.csv](https://agents.paretoid.com/assets/starter-kits/g18/access-evidence.csv) — Header-only input template; preserve exact names and order - [Synthetic input: access-evidence.csv](https://agents.paretoid.com/assets/starter-kits/g18/access-evidence-example.csv) — Fabricated sample rows for an offline manual trial - [Input template: contract-excerpts.csv](https://agents.paretoid.com/assets/starter-kits/g18/contract-excerpts.csv) — Header-only input template; preserve exact names and order - [Synthetic input: contract-excerpts.csv](https://agents.paretoid.com/assets/starter-kits/g18/contract-excerpts-example.csv) — Fabricated sample rows for an offline manual trial - [Output template: handover-inventory.csv](https://agents.paretoid.com/assets/starter-kits/g18/handover-inventory.csv) — Header-only output template; preserve exact names and order - [Expected output: handover-inventory.csv](https://agents.paretoid.com/assets/starter-kits/g18/handover-inventory-example.csv) — Hand-authored synthetic expected result; not an executed workflow result - [Policy/input template: scope.txt](https://agents.paretoid.com/assets/starter-kits/g18/scope.txt) — Required source/policy preparation scaffold; not populated with firm instructions - [Synthetic policy/input: scope.txt](https://agents.paretoid.com/assets/starter-kits/g18/scope-example.txt) — Fixture-only context; not an approved production policy - [Synthetic fixture expectations](https://agents.paretoid.com/assets/starter-kits/g18/fixture-expectations.txt) — Acceptance targets and failure checks; no claim of workflow execution - [Review prompt](https://agents.paretoid.com/assets/starter-kits/g18/starter-prompt.txt) — Copyable offline review prompt; no executable automation - [Setup and prerequisites](https://agents.paretoid.com/assets/starter-kits/g18/README.txt) — Recipe-specific setup, evidence sources and usage boundaries - [Native input scaffold: Assets](https://agents.paretoid.com/assets/starter-kits/g18/native-assets-template.csv) — Empty editorial table for Assets; populate from verified source evidence after reviewed mapping; not a native export - [Native input scaffold: Contracts](https://agents.paretoid.com/assets/starter-kits/g18/native-contracts-template.csv) — Empty editorial table for Contracts; populate from verified source evidence after reviewed mapping; not a native export - [Native input scaffold: Scope](https://agents.paretoid.com/assets/starter-kits/g18/native-scope-template.txt) — Approved text input for Scope; complete from verified evidence and include in the AI-visible packet - [Native input mapping and scope guide](https://agents.paretoid.com/assets/starter-kits/g18/NATIVE-INPUT-MAPPING.txt) — Old-file-to-native-input compatibility map, acquisition requirements, privacy and blocking gates ## Optional original prepared-input prompt Destination: Your firm-approved AI assistant · prepared files This original prompt uses its own prepared-input schema. Do not mix it with native-step tables without the supplied mapping. ```text Create a marketing-asset handover inventory from these redacted account-access screens and contract excerpts. Separate confirmed firm control, agency control and unknowns. Include Ads, analytics, tags, GBP, domain, hosting and tracking-number dependencies only when evidenced. Draft questions for the agency; do not change access, transfer assets or make legal conclusions. INPUTS assets.csv: asset_id, platform, account_alias, expected_firm_role, dependency_asset_ids access-evidence.csv: evidence_id, asset_id, principal_alias, organization_role, platform_role, observed_at, source_ref contract-excerpts.csv: excerpt_id, asset_id, excerpt_text, source_ref; scope.txt: as-of time, approved asset roster, coverage and access-role definitions OUTPUT handover-inventory.csv: asset_id, observed_control, evidence_refs, missing_access_evidence, dependency_gaps, draft_request, reviewer_status Use only these synthetic or firm-approved inputs and preserve source row/page IDs. Keep missing or conflicting evidence unresolved. Return a draft for the named reviewer. Do not send messages, connect accounts, change records or permissions, move money, or make legal decisions. Keep source files unchanged. List missing prerequisites before continuing. ``` Proposed / not tested · editorial prompt Published by Law Firm Agents. Proposed adaptation; not tested. Not legal advice.