Make spend easy to understand
Separate media costs, management fees, production, and tracking tools. Reporting should explain where spend went and which decisions the evidence supports, including tests that did not work. Agree a spending limit before approving additional tools or media.
Pass useful context to sales: need, account fit, source, and agreed next action. Avoid sending repeated low-information submissions. Agree what the team receives if the supplier relationship ends.
Ad and page agreement
Carry the offer and expectation from the advertisement to the destination. A generic homepage may make a visitor work too hard to find the advertised service. Ask customer-facing staff whether the inquiries fit the offer.
Allow for both media spend and management fees, and set a budget the business can test responsibly. Pause or adjust offers when staff cannot handle new inquiries. Keep a record of approved costs and outstanding decisions.
- Current accounts and assets
- Verified business information
- Customer questions
- Budget and team capacity
Discuss Your Priorities