What happens after you send the form

What happens between yes and launch

After you accept a quote, the work moves through four steps.

1. Onboarding: the partner sends a short list of what they need, such as brand assets, offers, areas served and who answers inquiries.
2. Access: you invite the partner to your accounts with the user roles each platform provides.
3. Build and approval: campaigns, ads, landing pages and tracking are built, and you sign them off.
4. Launch and check: ads go live, test inquiries confirm tracking works, and spend is watched closely at first.

Your side of the scoping

The partner can only scope what they can see. These items help.

• View access to existing ad accounts, if you want them looked at before the quote
• Your GA4 property and Google Tag Manager container details
• A list of forms on your site and where each one sends its submissions
• Any call tracking or chat tools in use
• Customer segments or job titles you want to reach on social platforms
• Products, services or areas you do not want to advertise
• Any industry rules on ad wording that apply to you

Admin access, set the right way

Give access through each platform's user roles. In Google Ads you can link the partner's manager account or invite a user with admin or standard access. In Meta, you assign the partner's business to your ad account and pixel. LinkedIn Campaign Manager and Microsoft Advertising have similar user roles, as do GA4 and Google Tag Manager. Keep at least two people from your own business as admins on every account, so access never depends on one person or on the partner. Billing details stay in your name throughout.

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.