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. Keep enough history to separate a planned test from an unrelated change.
Separate brand demand from new-customer discovery and compare equivalent periods. National totals can hide expensive or unsuitable local traffic. Agree who can make decisions before the schedule is set.
Make the plan fit your market
Confirm which parts of Portland 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. Review how customers in Portland contact the business and receive a reply.
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