Before You Connect Your Ad Accounts to AIThe front-and-back checklistThe front-and-back checklist

The 15 checks on one printable front-and-back sheet: what the AI can see, what it can change, which customer details reach the chat, where the keys live.

What you get (+1 bonus)

The 15 checks, front and back.
Four groups on one sheet printed front and back: what it can see, what it can change, what reaches the chat, and credentials and team.
A five-minute routine.
Five steps to run before every new connection, even a quick test: name the question, pick the account, check the plan, set approvals and log it.
Where to revoke.
The place to cut off access in Google, Google Ads, GA4, Search Console, Meta, Shopify, Claude and ChatGPT, with what you can and can't reverse after a change.
A score with a next step.
13 to 15: connect with confidence. 9 to 12: fix the gaps before anything new. 0 to 8: pause new connections and start with access and write rights.
+1 bonus
An AI skill for Claude, ChatGPT, Gemini or Copilot
that scores each of your connections on the same 15 checks and lists what to fix first, without ever asking for passwords or keys.

Free · about 15 seconds

Who it's for, and who it's not for

A marketer at a desk is about to click an approval button on a laptop sign-in screen.

Who it's for

Owners and marketers of shops and lead-gen businesses who are about to connect Google Ads, Meta, GA4, Search Console or their store to an AI assistant.
Teams that want one printed sheet by the desk to run before every new connection, even for a quick test.
Agencies and freelancers who connect client accounts to AI tools and want the same 15 checks for every one of them.

Who it's not for

People who only paste exported reports into a chat and never connect an account. Most of these checks are about live connections.
Anyone who wants the reasons behind each check from the page alone. The explanations and platform details are in the full guide, also on this page.

What's inside

PDF · 2 pages, front and back

Honest note

The checklist covers what you can control on your side: roles, approvals, plans, keys and the register. It can't tell you what a vendor does with your data, so read their terms too. Platform screens and defaults change, and the revoke paths are as of October 2026. Nothing in an AI connection reverses a change for you. This is practical guidance, not legal advice.

Free · about 15 seconds