How a paid lead generation engagement usually runs

The engagement, step by step

Each stage ends with something for you to check or approve.

1. Scope. You approve a written list of channels, pages, tracking and reporting, with the partner's quote.
2. Access. You grant admin or standard access through each platform's user settings. No passwords are shared.
3. Build. You look over ad copy, audiences and landing page drafts and ask for changes.
4. Go-live. You confirm budgets, the partner launches, and test conversions are checked in each platform.

Checklist for the first conversation

Bring what you can. Gaps are normal.

• Your goals for paid ads, in your own words
• The ad spend you are prepared to commit, and for how long
• Accounts and tools already in place
• Pages and forms in use today
• Past campaigns, including what you stopped and why
• Who will be the main contact on your side
• Anything a previous provider told you that you want checked

Your accounts, their access

You own the accounts, and the partner is given access to them. Ad accounts, pixels, tag containers, analytics properties and the data in them are registered to your business. The partner is added as a user through each platform's role settings, with admin rights only where setup needs them. When the work ends, you remove the partner's access and keep everything they built. If anyone asks you to open an account in their name, or to share a password, ask why before agreeing.

Ending the arrangement

Arrangements end for ordinary reasons: a season finishes, budgets change, or you bring the work in-house. Check the notice period in your agreement and give it in writing. Before the partner leaves, ask for a handover note covering campaign structure, conversion actions, tags and any tools on their account. Then remove their user access from your ad, analytics and tag accounts. Campaigns and data stay where they are, so whoever takes over next starts from the same history. If campaigns should keep running in the meantime, agree who watches spend until the handover is done.