Who reads your request and what they do next

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.

Scoping checklist

Having these ready makes the first conversation shorter and the quote more accurate.

• What you sell, and which products or services you want to advertise first
• The areas you serve or ship to
• Your monthly ad budget, or a range you are comfortable with
• A list of ad accounts you already own on Google, Microsoft, Meta or LinkedIn
• Who has admin access to GA4, Google Tag Manager and your website
• The CRM or inbox where inquiries should land
• Who answers new inquiries, and how quickly they usually do
• How often you want reports, and who should receive them

Data stays with your business

Campaign history, audiences, conversion data and inquiry records all belong to you. Keep them in accounts you own: the ad platforms, GA4, your tag container and your CRM. The partner should not copy customer lists out of those systems or hold them elsewhere without your written agreement. If they upload a customer list to Meta or Google for matching, ask how it is handled and who can see it. And if your forms collect phone numbers for calls or texts, the consent wording is yours to set up with your own counsel, since TCPA rules fall on the business making the contact.

Ending the arrangement

Arrangements end for ordinary reasons: a season finishes, budgets change, or you bring the work in-house. Check the notice period in your agreement and give it in writing. Before the partner leaves, ask for a handover note covering campaign structure, conversion actions, tags and any tools on their account. Then remove their user access from your ad, analytics and tag accounts. Campaigns and data stay where they are, so whoever takes over next starts from the same history. If campaigns should keep running in the meantime, agree who watches spend until the handover is done.