From your brief to a quote, in plain steps

Inside a typical engagement

Timelines depend on scope, though the order rarely changes.

1. Discovery: the partner learns what you sell, who buys it and how inquiries are handled now.
2. Plan: a short written plan sets out channels, campaign structure, pages, tracking and reporting.
3. Build: the partner works inside your accounts and shares drafts for approval.
4. Launch: campaigns start, conversions are verified and the first reporting period begins.

Information the partner will ask for

Expect questions along these lines.

• Which channels you want: search, social or both
• The ad accounts you own, and the email addresses that administer them
• Landing pages you have now, and whether they can be edited
• What counts as an inquiry for you: form, call, chat or booked meeting
• The CRM you use, if any: HubSpot, Salesforce, Pipedrive or another
• Brand assets: logo, colors, photos and any approved wording
• Who on your side approves ads and pages
• The reporting cadence you want

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.

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.