# Meta ad account handoff

Copy this record for one business and one ad account. Replace each `Unknown` with an observed fact and an evidence reference. Keep `Unknown` when it cannot be verified. Do not include passwords, card numbers, or session details.

| Field | Value |
| --- | --- |
| Record owner | Unknown |
| Business name | Unknown |
| Business portfolio ID | Unknown |
| Ad account name | Unknown |
| Ad account ID | Unknown |
| Account owner business | Unknown |
| Owner portfolio ID | Unknown |
| Relationship evidence | Unknown |
| Intended outcome | Unknown |
| Selected route | undetermined (create / claim / request_access / owner_grants_partner / undetermined) |
| Route reason | Unknown |
| Accountable actor | Unknown |
| Permission scope, with asset and tasks | Unknown |
| Route fit | Unknown (Fits / Does not fit / Unknown) |
| Readiness | Hold (Ready / Hold / Unknown) |
| Submitted state and time | Not submitted |
| Approved state, approver, time, scope, evidence | Unknown |
| Observed state, surface, identity, date, evidence | Unknown |
| Verified state | Hold |
| Native receipt | Unknown |
| Evidence references | Unknown |
| Evidence date | Unknown |
| Unresolved item | Business owner and account existence |
| Exact owner request | Who owns the ad account, and does it already exist? If so, please provide its ID and owning business portfolio. |
| Next action | Ask the business owner for the account and portfolio identities before selecting a route. |
| Billing readiness | Unknown |
| Page asset | Unknown |

**How to read the states:** Route fit says which action makes sense. Readiness says whether the next step has enough identity, authority, and scope. Submitted means a native request or creation action has a matching receipt. Approved records the named approver, time, scope, and evidence. Observed records what the intended actor can see in the correct portfolio and Ads Manager. Verified means those records match. An invitation or approval alone is not observed access. An account can be verified as created while billing and ad serving remain Unknown.

If a creation confirmation is missing, inspect the chosen portfolio and account list before trying again. If IDs or owners conflict, reconcile them with the owner. Do not solve either gap by making another account.