Clear steps, clear ownership, no surprises in scope

The engagement, step by step

Each stage ends with something for you to check or approve.

1. Scope. You approve a written list of channels, pages, tracking and reporting, with the partner's quote.
2. Access. You grant admin or standard access through each platform's user settings. No passwords are shared.
3. Build. You look over ad copy, audiences and landing page drafts and ask for changes.
4. Go-live. You confirm budgets, the partner launches, and test conversions are checked in each platform.

Before you request a quote

A few minutes with this list cuts down the back-and-forth later.

• Decide which service matters most right now
• Check that you are an admin on your ad accounts, or find out who is
• Note the monthly budget you plan to give the platforms
• List the pages ads would send people to
• Write down how inquiries reach your staff today
• Pick one person to approve copy and pages
• Think about how often you want to see the numbers

Offboarding, done cleanly

Plan the exit at the start. Ask the partner to agree in writing that, when the work ends:

• you remove their user access from each ad, analytics and tag account;
• campaigns, audiences, conversion actions and history stay in your accounts;
• landing pages and their source files stay with you or are handed over;
• any tools they pay for, such as call tracking or a page builder, are listed so you can replace them;
• a short handover note explains how everything is set up.

Because the accounts were yours from the start, very little has to move.

Reporting and regular check-ins

A useful report can be read without a meeting. For each campaign it shows what was spent, how many clicks and conversions were recorded and what each conversion cost, plus a short note on what was changed and why. Ask for the numbers to come straight from the ad platforms and GA4, so you can check them yourself. Many arrangements add a regular check-in, monthly or quarterly, to look at what is working and what to try next. Those meetings are where budget shifts, new offers and new pages get decided.