What happens after you send the form

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

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.