Who reads your request and what they do next

From request to launch

Most engagements follow the same four stages, whatever the channel.

1. Request and scoping: you send the form, the service partner asks follow-up questions and you agree a written scope and quote.
2. Access and audit: you add the partner as a user on your ad, analytics and tag accounts, and they check what is already set up.
3. Build: campaigns, landing pages, forms and conversion tracking are prepared, and you approve copy and pages before anything goes live.
4. Launch: tracking is tested with real form fills, campaigns are switched on and the first report date is set.

What to prepare before scoping

None of this needs to be polished. Notes are fine.

• A short description of your typical customer
• Offers you want to promote, with any terms or limits
• Existing ad accounts and who owns them
• Your website platform, such as WordPress, Webflow or Squarespace
• Any current tracking: tags, pixels, call tracking numbers
• Where inquiries go today and who follows them up
• A rough monthly ad budget

If an account was opened by someone else

Sometimes the ad account was created by a previous provider, in their name, under their manager account. Before new work starts, move ownership to your business. That usually means asking the previous provider to make you an admin, or to unlink the account so you can claim it. Pixels and tag containers can have the same problem. A partner can help you work through it, though the request has to come from you as the owner. Once the accounts sit in your name, the partner works in them as an invited user, and you can remove them whenever you like.

After launch

Once campaigns are live, the work shifts to watching and adjusting. The partner checks search terms, audiences, budgets and ad performance on the schedule you agreed and makes changes inside the scope. You get a report at the agreed interval showing spend, clicks, conversions and cost per conversion by campaign, taken from the ad platforms and GA4. Bigger changes, such as a new channel, extra landing pages or a larger budget, are discussed first and may change the fee. Either side can end the arrangement on the notice period in your agreement.