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.

Gather these first

A short pack of information gets you a clearer quote.

• Company name, website and the person who will approve work
• Services or products to advertise, in order of priority
• Customer types or areas to target, and any to exclude
• Monthly ad budget range
• Current ad, analytics and tag accounts, and who administers them
• Where inquiries go, and the tool your sales process runs in
• Any consent wording you use on forms for calls or texts, as set up with your own counsel

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.