Understand your business
01 / 05
Tell us what you offer, where you operate and the type of customers you want to attract. Share any existing campaigns, current challenges and practical limits on the work you can take on.
Agree the goal and scope
02 / 05
Choose the outcome that matters and discuss the channel, budget and responsibilities needed to support it. Make sure everyone understands what is included and what requires additional work.
Prepare the message and customer journey
03 / 05
Develop a clear offer and the campaign assets agreed in the scope. Review the destination page and what will happen when someone contacts your business.
Complete the checks before launch
04 / 05
Review account access, campaign settings, approvals and any applicable platform requirements. Confirm that the contact route works and your team is ready to respond to inquiries.
Review what the campaign is teaching us
05 / 05
Look at the available performance information alongside feedback about customer inquiries. Identify what is working, what needs more evidence and which changes deserve priority.
YOUR ROLE
Your knowledge of the customer matters
Accurate business information, timely approvals and honest lead feedback make the work more useful. Tell us when an inquiry is a good fit, when customers misunderstand an offer or when your priorities change.
