From your brief to a quote, in plain steps

Launch sequence

Nothing goes live until tracking is in place and you have signed off.

1. Tracking first: conversion tags, GA4 events and form routing are set up and tested.
2. Pages next: landing pages and forms are built or fixed, then checked on phones and desktops.
3. Campaigns after that: ads, keywords or audiences, budgets and schedules are built in your accounts.
4. Launch last: you approve, campaigns go live and the partner confirms conversions are recording.

Scoping checklist

Having these ready makes the first conversation shorter and the quote more accurate.

• What you sell, and which products or services you want to advertise first
• The areas you serve or ship to
• Your monthly ad budget, or a range you are comfortable with
• A list of ad accounts you already own on Google, Microsoft, Meta or LinkedIn
• Who has admin access to GA4, Google Tag Manager and your website
• The CRM or inbox where inquiries should land
• Who answers new inquiries, and how quickly they usually do
• How often you want reports, and who should receive them

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.

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.