What to expect at each stage of the work

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.

A buyer's scoping list

Use this to compare partners on the same terms.

• Channels in scope, named one by one
• Number of campaigns and landing pages included
• Which conversions will be tracked, and how
• Whether CRM or inbox routing is included
• Reporting frequency and format
• What is one-time setup and what is ongoing
• Notice period and how access is handed back
• Who owns pages, creative and copy once they are paid for

Who owns what

• Ad accounts. Yours, opened in your business name with your billing details.
• Pixels and tags. Yours, inside your Meta business account and your Google Tag Manager container.
• Analytics and conversion data. Yours, in your GA4 property and ad accounts.
• Inquiry data. Yours, in your CRM or inbox.
• Landing pages. On your website, or a page builder account in your name if that is agreed.

The partner gets user access to each one through the platform's own roles, and you can remove it at any time.

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.