A simple path from first message to running campaigns

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.

Gather these first

A short pack of information gets you a clearer quote.

• Company name, website and the person who will approve work
• Services or products to advertise, in order of priority
• Customer types or areas to target, and any to exclude
• Monthly ad budget range
• Current ad, analytics and tag accounts, and who administers them
• Where inquiries go, and the tool your sales process runs in
• Any consent wording you use on forms for calls or texts, as set up with your own counsel

Account ownership and access

Every ad account, pixel, tag container and analytics property should be registered to your business and stay there. The partner works inside them as an invited user. Google Ads, Microsoft Advertising, Meta, LinkedIn Campaign Manager, GA4 and Google Tag Manager all let you add users with a set role from their account settings. No passwords change hands. Billing stays on your card. If the arrangement ends, you remove their user access, and everything they built, including campaigns, audiences, conversion actions and history, stays where it is.

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.