You stay in charge of the accounts and the budget

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.

Information the partner will ask for

Expect questions along these lines.

• Which channels you want: search, social or both
• The ad accounts you own, and the email addresses that administer them
• Landing pages you have now, and whether they can be edited
• What counts as an inquiry for you: form, call, chat or booked meeting
• The CRM you use, if any: HubSpot, Salesforce, Pipedrive or another
• Brand assets: logo, colors, photos and any approved wording
• Who on your side approves ads and pages
• The reporting cadence you want

Access without sharing passwords

Each ad platform lets you invite another person or business to an account with a set role. Google Ads, Microsoft Advertising, Meta, LinkedIn, GA4 and Google Tag Manager all work this way. Use those invitations instead of handing over a login. They keep a record of who changed what, let you limit what each person can do and let you remove access in a few clicks. Admin roles are usually needed during setup, since conversion actions and audience lists require them. Once setup is done, ask whether a standard role is enough for day-to-day management.

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.