Four stages to go-live
A clear order keeps spend from starting before measurement is ready.
- Agreement: scope, fee, reporting cadence and notice terms are put in writing.
- Audit: existing campaigns, pages and tags are checked, and anything broken is noted.
- Build: the agreed campaigns, pages and tracking are set up in your accounts.
- Go-live: you approve, ads start running and each conversion type is tested with a real submission.
A buyer's scoping list
Use this to compare partners on the same terms.
- Channels in scope, named one by one
- Number of campaigns and landing pages included
- Which conversions will be tracked, and how
- Whether CRM or inbox routing is included
- Reporting frequency and format
- What is one-time setup and what is ongoing
- Notice period and how access is handed back
- Who owns pages, creative and copy once they are paid for
Account ownership and access
Every ad account, pixel, tag container and analytics property should be registered to your business and stay there. The partner works inside them as an invited user. Google Ads, Microsoft Advertising, Meta, LinkedIn Campaign Manager, GA4 and Google Tag Manager all let you add users with a set role from their account settings. No passwords change hands. Billing stays on your card. If the arrangement ends, you remove their user access, and everything they built, including campaigns, audiences, conversion actions and history, stays where it is.
Reporting and regular check-ins
A useful report can be read without a meeting. For each campaign it shows what was spent, how many clicks and conversions were recorded and what each conversion cost, plus a short note on what was changed and why. Ask for the numbers to come straight from the ad platforms and GA4, so you can check them yourself. Many arrangements add a regular check-in, monthly or quarterly, to look at what is working and what to try next. Those meetings are where budget shifts, new offers and new pages get decided.
You keep the accounts and the data. Ask a service partner to quote the hands-on work.
Ask for a quote