What to expect at each stage of the work

How setup runs

Setup is where most of the work happens.

1. Agree scope and sign the partner's quote.
2. Connect accounts: Google Ads, Microsoft Advertising, Meta Ads Manager, LinkedIn Campaign Manager, GA4 and Google Tag Manager as needed.
3. Build campaigns, pages and tracking, then send drafts for your approval.
4. Test each conversion, launch, and watch the first days of spend closely.

Your side of the scoping

The partner can only scope what they can see. These items help.

• View access to existing ad accounts, if you want them looked at before the quote
• Your GA4 property and Google Tag Manager container details
• A list of forms on your site and where each one sends its submissions
• Any call tracking or chat tools in use
• Customer segments or job titles you want to reach on social platforms
• Products, services or areas you do not want to advertise
• Any industry rules on ad wording that apply to you

Your accounts, their access

You own the accounts, and the partner is given access to them. Ad accounts, pixels, tag containers, analytics properties and the data in them are registered to your business. The partner is added as a user through each platform's role settings, with admin rights only where setup needs them. When the work ends, you remove the partner's access and keep everything they built. If anyone asks you to open an account in their name, or to share a password, ask why before agreeing.

Reading your reports

Ask for reports that answer a few plain questions. How much was spent on each platform and campaign? How many form fills, tracked calls or other conversions were recorded? What did each one cost? What changed since the last report, and why? The numbers should match what you see in Google Ads, Meta or GA4 when you log in yourself. Inquiry quality is something only you can judge, so tell the partner which inquiries turned into real conversations. That feedback shapes the next round of changes.