Process · Four steps, every project

From first call to monthly report.

No surprises. You know what happens at each step, what you receive and what we need from you.

The four steps

One clear path.

Scroll through each step. The plan is always written and agreed before any work starts.

Step 01

Discovery call

A video call to understand your offer, your audience, your current numbers and your goals. If we are not the right fit, we tell you on the call.

What happens

  • Review of your offer and funnel
  • Current results and bottlenecks

You get

  • An honest first opinion
  • A yes or no on working together
Step 02

Strategy

A written plan with channels, messages, funnel structure and timeline. Scope and deliverables are agreed before any work starts.

What happens

  • Audience and message research
  • Funnel and channel design

You get

  • A written proposal
  • Scope, deliverables and timeline
Step 03

Build & launch

We write, design, configure and launch the campaigns and systems in the plan, in your own accounts.

What happens

  • Copy, creatives and pages
  • Tracking, automations, campaigns

You get

  • Everything live in your accounts
  • A launch checklist signed off
Step 04

Optimize & report

Weekly adjustments and a monthly report with cost per lead, booked calls, sales and next steps.

What happens

  • Weekly budget and creative changes
  • Monthly review call

You get

  • A monthly report
  • A plan for the next month
Reporting

One report. One number on top.

Every month you receive a report built around the cost of winning a new client. Everything else in it explains how that number moved.

  • Cost per new client, first and largest
  • Leads, booked calls and sales by channel
  • Best and worst ads of the month
  • What we changed and what comes next
Working together

How we stay in sync.

Remote by design, with clear channels and a fixed rhythm.

Email first

Questions and approvals by email, with replies within two business days.

Video calls

Discovery, strategy and monthly review calls by video.

Shared folder

Plans, copy, creatives and reports in one shared space.

Your accounts

We work inside your accounts, with access you can revoke at any time.

Before we start

What we need from you.

A short checklist. The sooner it is complete, the sooner your campaigns go live.

Access to your ad accounts

Partner access to Meta Business Manager, pages and pixel.

Details of your offer

What you sell, to whom, how it is delivered and what makes it different.

Brand assets

Logo, photos, videos and any content you already have.

Access to your tools

Email platform, CRM, calendar and website, depending on the scope.

Your current numbers

Leads, calls and sales from recent months, even if they are rough.

One decision maker

A person who can approve copy and creatives within a few days.

Process questions

Good to know

The questions people ask before the first call.

No. It is a working conversation about your offer and your numbers. If we are not the right fit, we say so and, when we can, point you to what would help.

Once the written proposal is accepted and the checklist above is complete. The timeline for each project is set in the proposal.

You do. Copy, creatives, pages, automations and data live in your accounts and stay there if we stop working together.

Yes. Some clients hire the strategy and run it with their own team. The scope is always defined in the proposal.

Step one is a conversation.

Tell us about your business and we will reply within two business days.

Contact us