What to ask a freelancer working under your brand

Working under an agency’s brand isn’t just about removing my name from a report. I’m joining an existing relationship and need to respect its boundaries. These are the terms I review before starting.

Confidentiality and the client relationship

I sign an NDA and commit in writing never to contact your clients. I clarify what information I may use, who may see it and how it should be handled when the work ends.

We also agree whether I join calls. If you don’t want me there, I stay off them. If you need me to use an email address on your domain, I do. I wouldn’t assume either point. I confirm it with you.

Accounts should stay in the client’s name

Campaigns, history and billing stay in the client’s account. I receive access to do the work. I don’t become the owner of those assets. If we stop collaborating, there’s no account to migrate just to recover what was already theirs.

Grant access, don’t share passwords

I ask you to invite my user account with the permissions needed on each platform. I check who retains admin access and what I need for ads, measurement and reporting. I wouldn’t ask you to email me the client’s password.

• The ad accounts and assets campaigns will use.
• GA4 and Google Tag Manager when measurement is in scope.
• The report template and the sources needed to complete it.
• The person who approves budgets and creative.
• The process for removing access at the end.

Reports with your branding

I use your template, your logo and the format you already present to the client. We agree which metrics they need to read and how I’ll explain changes, learnings and next steps. A report you have to rebuild from scratch isn’t solving the agency’s problem.

Handover at the end

We agree what gets handed over and who removes access. I wouldn’t leave that conversation until the last day.

One review before granting access

Before starting, I’d check that the agreement covers scope, fees, confidentiality, no client contact, account ownership and reports. Then I’d review the invitations and approval process with your team.

On the first call, we can look at what you need to delegate and how you work today. I’d rather clarify the boundaries at the start than discover them while campaigns are already live.

This is how I run white-label management. For the outcome, here is a LinkedIn Ads case for a B2B SaaS.