Separate visits from service calls
A shop needs customers who can reach its premises; a mobile business needs jobs it can cover profitably. We separate those journeys before choosing the message, page, or campaign area. The contact step should make that distinction clear. Agree whether the evidence supports keeping, changing, or stopping the approach.
Use one brief for website, content, advertising, and sales staff. Agree the promise and the customer information needed at each stage. Give the team a clear route for questions and corrections.
A fair comparison
Compare periods with similar trading days and note promotions or changes in capacity. A short spike should not set the next budget by itself. Agree whether the evidence supports keeping, changing, or stopping the approach.
Keep advertising accounts, analytics, domains, and customer records under business ownership. Document access and handover responsibilities before work begins. Document recurring costs and the person who controls each account.
- Current accounts and assets
- Verified business information
- Customer questions
- Budget and team capacity
Discuss Your Priorities