From your brief to a quote, in plain steps

Four stages to go-live

A clear order keeps spend from starting before measurement is ready.

1. Agreement: scope, fee, reporting cadence and notice terms are put in writing.
2. Audit: existing campaigns, pages and tags are checked, and anything broken is noted.
3. Build: the agreed campaigns, pages and tracking are set up in your accounts.
4. Go-live: you approve, ads start running and each conversion type is tested with a real submission.

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

Admin access, set the right way

Give access through each platform's user roles. In Google Ads you can link the partner's manager account or invite a user with admin or standard access. In Meta, you assign the partner's business to your ad account and pixel. LinkedIn Campaign Manager and Microsoft Advertising have similar user roles, as do GA4 and Google Tag Manager. Keep at least two people from your own business as admins on every account, so access never depends on one person or on the partner. Billing details stay in your name throughout.

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.