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This guide takes you from a brand-new account to a fully connected client. The whole thing takes just a few minutes, and every plan starts with a 7-day free trial so you can set everything up before you’re charged.

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1. Create your account

1

Go to the sign-up page

Visit clientplug.io/signup.
2

Sign up

Use Continue with Google for the fastest path, or enter your email and a password. If you sign up with email, check your inbox for a confirmation link.
3

Start your trial

Pick a plan — Starter, Pro, or Enterprise — to begin your 7-day free trial. You add a card up front but aren’t charged until the trial ends, and you can cancel anytime before then. You’re taken straight to your dashboard.

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2. Run the setup wizard

The Setup page walks you through connecting your accounts and adding your first clients. You can reach it any time from the left sidebar.
1

Connect Stripe

Paste your Stripe Secret key to sync client subscriptions, payment dates, and revenue automatically. See the Stripe guide for exactly where to find your key.
2

Connect Meta Ads

Click connect and sign in with Facebook to authorize your Meta ad accounts. See Meta Ads.
3

Connect Google Ads

Click connect and sign in with Google to authorize your Google Ads account. See Google Ads.
Every integration is optional. Connect only the ones you use — you can add the rest later from the Integrations page.

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3. Add your first client

1

Add a client

From the dashboard, click + Add Client (or add clients during the setup wizard).
2

Fill in the basics

  • Company Name — how you’ll recognize this client on your dashboard
  • Campaign Type — the service you provide (lead gen, e-commerce, SEO, paid ads, or social media management)
  • Product / Service — what they sell, shown on the client row
3

Link billing

If Stripe is connected, pick the client’s Stripe subscription from the dropdown to auto-track payments and revenue. Otherwise, enter their monthly revenue and payment status manually.
4

Attach ad accounts

Connect the client’s Meta and/or Google ad accounts so ClientPlug can pull campaign performance. See Campaigns.
5

Save

The client now appears as a row on your dashboard.

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4. Sync and monitor

Click Refresh on the dashboard to pull the latest data from Stripe, Meta, and Google. From here you can:
  • See payment status and monthly revenue per client
  • Expand a row to view its Meta and Google campaigns
  • Watch your total MRR update at the top of the dashboard
  • Add to-dos for each client

Next: read your dashboard

Learn what every column and color means.