A clear client journey from first conversation to ongoing optimization

We follow a structured six-stage process. Timing varies based on complexity, access to accounts and assets, platform review, and the scope of work agreed in writing. We do not promise fixed timelines, platform approval, or specific performance outcomes.

Stage 01

Discovery Call & Marketing Audit

We begin with a conversation focused on your business goals, current marketing activity, constraints, and available data. The audit helps both sides determine whether there is a practical fit and what a realistic next step might look like.

What we do: Review existing campaigns or plans, ask structured questions about objectives and measurement, and outline initial observations.

What you may provide: Overview of current spend and channels, access to relevant accounts if appropriate, and clarity on primary business goals.

Typical deliverables: Verbal or written summary of findings and a recommendation on whether to proceed to strategy work.

What happens next: If there is mutual fit, we move to research and a formal proposal. Submitting an inquiry does not guarantee acceptance.

Variables affecting timing: Availability of decision-makers, completeness of existing data, and complexity of the current setup.

Stage 02

Research, Strategy & Proposal

We conduct the research needed to form channel recommendations, audience hypotheses, and a clear scope of work. A written proposal defines deliverables, responsibilities, and commercial terms before any campaign spend begins.

What we do: Audience and market research as needed, channel prioritization, budget framework recommendations, and proposal preparation.

What you may provide: Brand materials, product or service details, competitive context, and feedback on draft recommendations.

Typical deliverables: Strategy outline and a formal proposal or statement of work.

What happens next: Upon written agreement, we begin creative, landing-page, or account preparation as scoped.

Variables affecting timing: Scope complexity, research depth required, and revision cycles on the proposal.

Stage 03

Creative, Landing Page or Website Preparation

Assets and conversion paths are prepared to support the planned campaigns. This may include ad creative, landing pages, form setup, and tracking instrumentation depending on the agreed scope.

What we do: Produce or refine creative, build or update landing pages, configure forms and events, and prepare assets for platform requirements.

What you may provide: Brand guidelines, product imagery or footage, legal or compliance copy, and timely approvals.

Typical deliverables: Approved creative sets, live or staging landing pages, and verified tracking where in scope.

What happens next: Once assets and tracking are ready, we proceed to ad account setup and launch.

Variables affecting timing: Approval speed, asset availability, technical access, and compliance review needs.

Stage 04

Ad Account Setup & Campaign Launch

Campaigns are structured according to the agreed strategy, tracking is verified, and ads are submitted for platform review. Launch occurs after necessary approvals and final checks.

What we do: Build campaign structure, apply targeting and budgets, upload creative, verify conversion tracking, and manage the launch process.

What you may provide: Platform access or billing setup, final approvals on ads and destinations, and confirmation of internal readiness to handle inquiries.

Typical deliverables: Live campaigns within the agreed scope and confirmation of tracking status.

What happens next: Monitoring begins, followed by the first reporting and optimization cycle.

Variables affecting timing: Platform review duration, account history, billing verification, and any policy questions raised by the platform.

Stage 05

Reporting, Testing & Optimization

Regular review cycles focus on what the data shows. We run structured tests, refine targeting and creative based on observed performance, and report in plain language.

What we do: Monitor performance, propose and execute tests, adjust bids and budgets within agreed parameters, and deliver periodic reports with interpretation.

What you may provide: Feedback on lead or sales quality, business changes that affect campaigns, and timely responses to recommendations.

Typical deliverables: Scheduled reports, test summaries, and recommended next actions.

What happens next: Optimization continues; when opportunities are proven, discussion may turn to scaling.

Variables affecting timing: Data volume needed for meaningful tests, platform changes, and client feedback cycles.

Stage 06

Scaling Proven Opportunities

When elements of a campaign show consistent, decision-useful performance, we discuss expanding budget, audiences, or channels while protecting efficiency. Scaling is deliberate, not automatic.

What we do: Identify candidates for increased investment, model capacity and risk, and implement expansion with continued monitoring.

What you may provide: Budget flexibility parameters, capacity to handle additional volume, and agreement on risk tolerance.

Typical deliverables: Scaling plan and updated reporting focus.

What happens next: Ongoing optimization continues at the new level; underperforming expansions are scaled back.

Variables affecting timing: Stability of prior results, market conditions, and operational capacity on the client side.

Communication, approvals, and responsibilities

Communication expectations

We maintain scheduled reporting and are available for questions within agreed response windows. Urgent issues related to live campaigns are prioritized. We prefer clear, written records of decisions that affect budget or scope.

Approvals and feedback

Creative, landing pages, and significant strategy changes require client approval before launch or major revision. Delayed feedback extends timelines. We document approved versions to reduce ambiguity.

Tracking and reporting

We establish conversion definitions and reporting cadence early. Reports focus on decision-useful metrics and include context about limitations. We do not present incomplete data as definitive proof of success or failure.

Compliance checkpoints

Before launch and when offers or creative change, we review against known platform policies. Final approval decisions rest with the platforms. Restricted categories receive additional scrutiny.

Start with a marketing audit

The first step is a structured conversation about your goals, current activity, and whether a coordinated approach may be appropriate.

Book Your Marketing Audit