Plan for a clean handover
The business should understand its accounts, assets, reporting, and next responsibilities when work changes hands. Document access and recurring costs so progress does not depend on one supplier or employee. Record the starting conditions so comparisons remain fair.
Treat activity scores as clues, not proof of intent. Check fit and sales feedback before assigning expensive follow-up. Document responsibilities so delivery does not depend on assumptions.
Make the plan fit your market
Confirm which parts of Aurora your business actually serves, whether customers visit or request delivery, and when staff can respond. Use your own inquiry history to choose service areas; city population alone does not show demand. Use accurate service coverage for customers in Aurora.
Agree who answers calls and forms, what counts as a suitable inquiry, and how results return to the marketing team. Missed calls can make an effective campaign look weak. Agree a secure handover process for accounts and source files.
- Current accounts and assets
- Verified business information
- Customer questions
- Budget and team capacity
Discuss Your Priorities