How Leadsie Became Lilo Social’s Secret Weapon for Faster Client Wins 🔥

At Leadsie, we’re obsessed with making client onboarding ridiculously simple. 

But don’t just take our word for it…

Lilo Social started using Leadsie to fix one of the most frustrating parts of agency life: getting the right access quickly without stressing out clients or slowing down audits.

The result? In their words, it was “a big unlock.” 🔓

(We blushed a little.)

So, we sat down with Bobby Palmieri, Co-Founder of Lilo Social, to hear how Leadsie helped them build trust from the very first interaction, and even save deals they might’ve otherwise lost!

Watch the full interview or read on for the highlights 🤝

Who is Lilo Social? 🤔

Lilo Social is an e-commerce growth agency co-founded by Bobby Palmieri, and they’re the kind of team brands call when they want more than just someone to run their ads. 

A real partner, i.e., someone who takes ownership of results with them.

That’s exactly what Lilo Social does. Their full-funnel, cross-functional team handles all five core growth marketing services, what Bobby lovingly calls the “complete tool belt.” 🧰

And here’s the part clients love: Lilo Social takes full responsibility for hitting KPIs. As Bobby puts it, they never want to jump on a weekly call and say,

‍“This isn’t working…we need this [one more thing] from you.”

That ownership-first approach, paired with deep expertise across the entire customer journey, is exactly why so many e-commerce brands trust Lilo Social to help them grow.

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The challenge: getting account access shouldn’t take this long…but it does 😅

Before Leadsie, getting the right access to clients’ social, marketing, and ad accounts was a recurring headache. It wasn’t just anxiety-inducing. It also added unnecessary strain on new client relationships.

Bobby explained that client onboarding often dragged on because something was always missing: they’d get Facebook page access, but not for the Facebook ad account. Or the permissions would come through as view-only, leaving key assets entirely overlooked.

It doesn’t help that most clients find it utterly confusing and frustrating to navigate Meta Business Suite to give agencies access.  So instead of asking for all the access they’d eventually need, Lilo Social had to stretch access requests out over weeks:

“We would trickle those [requests] out over two weeks just to not overwhelm the client.”

That sounds like a good fix, until the worst-case scenario happens 💔. Those client onboarding delays have cost them entire accounts and clients:

“A week goes by, and then they go with another agency.”

 And that’s when Lilo realized something had to change. 

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Life after Leadsie: stress-free marketing audits 🌤️

Instead of chasing missing permissions or waiting days for approvals, Lilo Social could finally reach time-to-value much faster - thanks to Leadsie.

One of the biggest wins? Marketing audits turned into a breeze.

By embedding their Leadsie link on their site, anyone requesting an audit could grant the correct access in seconds. 

👉 Here’s a quick look at what a Leadsie access request looks like when embedded on a website.

That immediacy means audits don’t stall while waiting for access.

Whether someone requests an audit during business hours or late at night, access can be granted right away.

And that matters. Marketing audits are often the first real value exchange between an agency and a potential client, and slow access is one of the easiest ways to lose momentum or lose a lead entirely.

As Bobby puts it:

“You’re either building trust or losing trust. When we can start the relationship during the audit process by getting access as simply as possible, it gives us a leg up on other agencies.”

But the impact didn’t stop at audits or sales calls.

With Leadsie, Lilo also started:

➡️ Getting access to all the right platforms from day one

Instead of sending requests over two weeks, they now confidently collect access for Google Analytics, Search Console, and Merchant Center upfront.

➡️ Building trust from the first touchpoint 

A common mistake agencies make is assuming a client’s first real touchpoint happens at project kickoff. Spoiler: it doesn’t!

From the moment someone lands on your website or has their first conversation with your team, they’re already forming opinions about how capable, organized, and easy you’ll be to work with.

So when that early experience involves jumping through administrative hoops just to grant access to 5, 10, or even 15 social accounts and marketing assets, friction creeps in before the relationship has even had a chance to start.

A smooth, instant access flow tells prospects, “Hey, we’ve got this handled.”

And according to Bobby, that trust alone delivers major returns:

“If it helps build trust with one new client a month out of the three that we onboard, the ROI is potentially endless.”

Endless ROI? We’ll take that. 😉

Which leads to Lilo Social’s final realization:

➡️ Leadsie isn’t just an onboarding tool, it’s a client retention tool.

By removing friction, accelerating time-to-value, and starting the relationship on the right foot, Lilo Social sees Leadsie as a way to keep clients confident, engaged, and sticking around longer.

This was one of the coolest insights from Bobby:

“We look at this as a client retention tool. There’s an inherent ROI in simply making everything streamlined.”

In our eyes, making your clients' lives easier is a client retention strategy 👀

Want to build trust from the first impression?

Lilo Social did. And it changed everything.

With Leadsie, they now get access to every account they need upfront, start projects with confidence, and give clients a smooth onboarding experience from day one.

A massive shoutout to Bobby Palmieri for giving us a behind-the-scenes look at how Lilo Social uses Leadsie across marketing audits, client onboarding, and nurturing client relationships. ❤️

If you’re tired of the back-and-forth and the week-long wait for clients to finally give you the correct permissions… it might be time for your own “big unlock.” 🔓😉

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What does Leadsie do?

Leadsie is a client onboarding software that simplifies requesting and giving access to marketing assets, social media, and ad accounts with one secure link. Get access to your clients’ or influencers’ Facebook, Instagram, Google, TikTok, Shopify, LinkedIn, and 31+ other accounts without sharing passwords.

🎁 Try a free 14-day trial with zero risk—no credit card needed!‍