Inside a typical engagement
Timelines depend on scope, though the order rarely changes.
- Discovery: the partner learns what you sell, who buys it and how inquiries are handled now.
- Plan: a short written plan sets out channels, campaign structure, pages, tracking and reporting.
- Build: the partner works inside your accounts and shares drafts for approval.
- Launch: campaigns start, conversions are verified and the first reporting period begins.
Checklist for the first conversation
Bring what you can. Gaps are normal.
- Your goals for paid ads, in your own words
- The ad spend you are prepared to commit, and for how long
- Accounts and tools already in place
- Pages and forms in use today
- Past campaigns, including what you stopped and why
- Who will be the main contact on your side
- Anything a previous provider told you that you want checked
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.
Changes once campaigns are running
- Small changes such as pausing a keyword, adjusting a bid or swapping ad copy are part of routine management.
- Budget changes are yours to decide. The partner can suggest a figure, and you set the spend.
- New work such as another platform, more landing pages or a CRM integration is scoped and quoted separately.
- Urgent stops, for example when an offer ends early, should be possible on request. Agree up front how to reach the partner for these.
Keep changes in writing so the reports still make sense months later.
Tell us what you sell and which channels you want to run. A service partner will reply with a scope and a quote.
Request a quote