What happens after you send the form

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

Who owns what

• Ad accounts. Yours, opened in your business name with your billing details.
• Pixels and tags. Yours, inside your Meta business account and your Google Tag Manager container.
• Analytics and conversion data. Yours, in your GA4 property and ad accounts.
• Inquiry data. Yours, in your CRM or inbox.
• Landing pages. On your website, or a page builder account in your name if that is agreed.

The partner gets user access to each one through the platform's own roles, and you can remove it at any time.

Reading your reports

Ask for reports that answer a few plain questions. How much was spent on each platform and campaign? How many form fills, tracked calls or other conversions were recorded? What did each one cost? What changed since the last report, and why? The numbers should match what you see in Google Ads, Meta or GA4 when you log in yourself. Inquiry quality is something only you can judge, so tell the partner which inquiries turned into real conversations. That feedback shapes the next round of changes.