A five-stage process for taking over an ad account — what happens, when, and what you receive at each stage.
Deliverable: Audit report + immediate priority fixes
Deliverable: Full campaign preview
Deliverable: Immediate live tracking
Deliverable: Live dashboard + weekly reports
Deliverable: Long-term growth roadmap
Why this order
Every optimisation decision depends on conversion data being accurate. Fixing structure before fixing tracking means optimising confidently toward the wrong thing.
Your existing performance history is valuable. Tearing an account down immediately discards learning data that took months to accumulate.
Most agency onboarding takes a month before anything runs. The diagnostic work happens first, not instead.
After day 90
The framework gets an account to a stable, profitable baseline. After that the work becomes recurring rather than structural.
Search term mining, negative keyword work, bid and budget allocation, impression share monitoring.
Ad copy and creative testing, conversion tracking re-verification, feed quality checks, competitor auction insights.
Structural review against changing margins and product mix, seasonality planning, new format assessment.
Next step
Written findings within 24 hours. No obligation, and the report is yours whatever you decide.
