A simple path from first message to running campaigns

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.

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.

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.