Ad Account Access
Google Ads account access obtained
Campaigns already set up and running. Manager-level access confirmed.
LSA (Local Services Ads) account access
Needs verification — confirm we have been granted access and can manage bids/budget.
Google Analytics / GA4 access
Confirm GA4 property exists. Grant editor access to our agency account.
Google Search Console access
Verify domain ownership is confirmed. Add our account as owner/full user.
Google Business Profile (GBP) access
Need manager access to the GBP listing for local SEO management.
Meta (Facebook/Instagram) Business Manager access
Add our agency as a partner in Business Manager with ad account and page permissions.
PPC & Campaign Audit
Audit existing Google Ads campaigns from Perry Marketing
Review campaign structure, ad copy, targeting, bidding strategy, and spend history.
Document all current landing page URLs (Perry Marketing hosted)
Identify every external landing page in active campaigns — on domains NOT owned by the client.
Map campaigns → landing pages → conversion tracking
Understand the full funnel for each active campaign before any changes are made.
Confirm Perry Marketing transition plan & handoff timeline
Establish what Perry will hand off, what they retain, and the official end date of their management.
Website & Domain Ownership
Confirm client owns their primary domain
Verify registrar login, renewal date, and that DNS is in client's control — not Perry's.
Get hosting & CMS credentials for main website
WordPress, Webflow, etc. — backend access needed to build landing pages on client's own domain.
Plan & build internal landing pages on client's own domain
Replace Perry's externally-hosted landing pages. Client owns all content and IP.
Set up call tracking & form conversion tracking on internal pages
Tracking must be rebuilt and verified on new pages before campaigns are redirected.
Migrate ad campaigns to internal landing pages
Only after new pages are live, tested, and tracking confirmed. Staged rollout recommended.
SEO Foundation
Initial SEO audit — technical, on-page, local
Crawl errors, page speed, meta tags, schema markup, mobile friendliness.
Keyword research — plumbing services + service area targeting
Identify organic target keywords and align with existing PPC ad group structure.
GBP optimization — categories, services, photos, posts
Requires GBP manager access (see Ad Account Access above).
Citation / NAP audit — Name, Address, Phone consistency
Check Yelp, Angi, HomeAdvisor, BBB, and major local directories.
Social Media
Audit existing social profiles — Facebook, Instagram, etc.
Check branding consistency, bio, contact info, and posting history.
Confirm admin access to all social accounts
Need page admin or Business Manager access — not just "Editor" on individual pages.
Develop social media content strategy & content calendar
Define posting cadence, content pillars (tips, reviews, before/after, promos), and client approval workflow.
Reporting & Client Setup
Set up client reporting dashboard
Connect GA4, Google Ads, and GBP into a unified report (Looker Studio or similar).
Define KPIs & document baseline metrics
Capture current spend, cost-per-lead, call volume, and organic rankings before our management begins.
Schedule kickoff / onboarding call with client
Align on goals, timeline, communication cadence, and content approval process.
Collect brand assets — logo, colors, fonts
High-res logo in SVG/PNG, color hex codes, and any existing brand guidelines.