Clear steps, clear ownership, no surprises in scope

The engagement, step by step

Each stage ends with something for you to check or approve.

1. Scope. You approve a written list of channels, pages, tracking and reporting, with the partner's quote.
2. Access. You grant admin or standard access through each platform's user settings. No passwords are shared.
3. Build. You look over ad copy, audiences and landing page drafts and ask for changes.
4. Go-live. You confirm budgets, the partner launches, and test conversions are checked in each platform.

Before you request a quote

A few minutes with this list cuts down the back-and-forth later.

• Decide which service matters most right now
• Check that you are an admin on your ad accounts, or find out who is
• Note the monthly budget you plan to give the platforms
• List the pages ads would send people to
• Write down how inquiries reach your staff today
• Pick one person to approve copy and pages
• Think about how often you want to see the numbers

Access without sharing passwords

Each ad platform lets you invite another person or business to an account with a set role. Google Ads, Microsoft Advertising, Meta, LinkedIn, GA4 and Google Tag Manager all work this way. Use those invitations instead of handing over a login. They keep a record of who changed what, let you limit what each person can do and let you remove access in a few clicks. Admin roles are usually needed during setup, since conversion actions and audience lists require them. Once setup is done, ask whether a standard role is enough for day-to-day management.

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.