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. Note changes in budget, capacity, and offers when reviewing performance.
Privacy features can affect open measurements. Review clicks, completed actions, unsubscribes, and customer outcomes alongside delivery. Choose a decision maker who can resolve conflicting feedback.
Make the plan fit your market
Confirm which parts of Sacramento 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 Sacramento 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