Clear steps, clear ownership, no surprises in scope

How setup runs

Setup is where most of the work happens.

1. Agree scope and sign the partner's quote.
2. Connect accounts: Google Ads, Microsoft Advertising, Meta Ads Manager, LinkedIn Campaign Manager, GA4 and Google Tag Manager as needed.
3. Build campaigns, pages and tracking, then send drafts for your approval.
4. Test each conversion, launch, and watch the first days of spend closely.

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

If an account was opened by someone else

Sometimes the ad account was created by a previous provider, in their name, under their manager account. Before new work starts, move ownership to your business. That usually means asking the previous provider to make you an admin, or to unlink the account so you can claim it. Pixels and tag containers can have the same problem. A partner can help you work through it, though the request has to come from you as the owner. Once the accounts sit in your name, the partner works in them as an invited user, and you can remove them whenever you like.

What ongoing management looks like

After launch, expect a few things on a schedule: adjustments inside the ad accounts, a written report, and a check-in to agree what comes next. Anything outside the agreed scope, like another channel or new pages, gets quoted before it starts. You can pause spend, change budgets or end the arrangement on the notice terms you signed, and your accounts and data stay with you either way.