From your brief to a quote, in plain steps

Inside a typical engagement

Timelines depend on scope, though the order rarely changes.

1. Discovery: the partner learns what you sell, who buys it and how inquiries are handled now.
2. Plan: a short written plan sets out channels, campaign structure, pages, tracking and reporting.
3. Build: the partner works inside your accounts and shares drafts for approval.
4. Launch: campaigns start, conversions are verified and the first reporting period begins.

What to prepare before scoping

None of this needs to be polished. Notes are fine.

• A short description of your typical customer
• Offers you want to promote, with any terms or limits
• Existing ad accounts and who owns them
• Your website platform, such as WordPress, Webflow or Squarespace
• Any current tracking: tags, pixels, call tracking numbers
• Where inquiries go today and who follows them up
• A rough monthly ad budget

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.

Staying in control after launch

You keep the final say on budget, offers and wording after campaigns go live. The partner manages the day-to-day detail and reports on it, and you decide what changes. A few habits help. Log in to your ad accounts now and then and compare what you see with the latest report. Keep a shared document of agreed changes. Raise problems with inquiries quickly, such as the wrong locations or the wrong kind of buyer, so targeting can be corrected. If the work stops suiting you, give notice as your agreement says, remove access and keep your accounts as they are.