Separate tests from routine work
Routine delivery keeps the current plan running; a test answers a specific question. Record the expected change, the comparison, and the review date so an experiment does not become an unexplained ongoing expense. Note changes in budget, capacity, and offers when reviewing performance.
Separate inquiries, accepted leads, opportunities, and closed business. Long sales cycles need reporting that allows for delay. Separate production, approval, and publishing responsibilities.
Make the plan fit your market
Confirm which parts of Richmond 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. Describe the offer clearly for people comparing providers in Richmond.
Keep advertising accounts, analytics, domains, and customer records under business ownership. Document access and handover responsibilities before work begins. Keep private account details out of public briefs and examples.
- Current accounts and assets
- Verified business information
- Customer questions
- Budget and team capacity
Discuss Your Priorities