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I want ad accounts, billing and tracking set up under my control

Ad Account and Ads Manager Setup

Ad account setup puts ownership, access, billing and tracking in place before campaigns begin.

Own the ad accounts, billing, access and measurement needed to run campaigns without losing control of the setup. The business owns the account and access. The platform charges the business payment method directly. Tracking records the agreed customer action, such as a form, call, booking or purchase, when the website and platform can pass that action back.

What billing and tracking mean

BillingThe business payment method is attached to the business ad account. The advertising platform charges the media spend directly, and the business keeps access to its invoices, receipts and available spending controls. Campaign-management fees are separate from the platform budget.
TrackingA customer action is named as a conversion, the website or app is connected to the ad platform and a real test confirms whether that action is received. The result is a record of what the tracking system observed, not a promise that every sale can be attributed perfectly.

Customer actions that can be considered

  • A completed contact or quote-request form
  • A click on a phone number, or a completed call when separate call tracking is used
  • A completed appointment booking
  • An email or text signup
  • A completed purchase, with order value where the store can send it
  • A download, registration or other confirmation-page visit
  • An approved lead or sale recorded later in a CRM, when offline conversion import is separately configured

The written scope names the exact actions. A button click can be measured, but it is not called a lead or sale unless the completed action can also be confirmed.

Where tracking has limits

Privacy choices, blocked scripts, device changes, phone calls, in-person purchases and sales recorded outside the connected systems can leave gaps. Call tracking, CRM connections, offline conversion imports, consent configuration and website repairs are separate work when the standard website tag cannot observe the completed action.

How this gets fixed

The service is an ad account and Ads Manager setup

This is a one-time setup for one agreed advertising platform. The business manager and ad account are created under business ownership, the approved payment method is connected, administrator access is recorded and the website is connected to the platform.

One agreed primary conversion is configured and tested where the website and platform support it. Additional conversions, call tracking, consent work or website changes are named separately in the written scope.

What gets set up

  • One agreed advertising platform, owned by the business
  • Ad account, administrator access and business payment method
  • Access to the platform's invoices, receipts and available spending controls
  • The website connected to the advertising platform
  • One agreed primary conversion configured and tested where the systems support it
  • Audiences and exclusions needed for the agreed account setup
Scope

What this service includes

Included in your service
  • Why this is separate
  • Ads spent through somebody else's account are not yours
  • Tracking separates an observed customer action from a click alone
  • This is set up once. Running ads is a different service
Related work quoted separately
  • Running the ads. Writing, launching and managing campaigns is a separate service
  • Your ad budget, which goes on your own card and straight to the platform
  • Ad creative. Graphics and Static Post Design and Video Editing cover images and video
  • Ad copy, which is Copywriting
  • Any promise that a platform approves an account, an ad or an industry.Each one reviews and decides
  • Prying an ad account away from another agency, which is a platform request they make, not something anyone forces
  • Website, form, checkout or consent work needed before the agreed conversion can be recorded
  • Call tracking, CRM connections or offline conversion imports unless they are named in the written scope
  • Perfect attribution.Privacy choices, blocked scripts, device changes and offline actions can leave gaps
  • A cost per lead or a return on spend, which your market and the platform decide

What it covers

  • Each additional advertising platform
  • Each extra conversion tracked
  • Call tracking with a forwarding number
  • Ad account and tracking set up, one platform
    • One agreed advertising platform owned by the business
    • Ad account administrator access and business payment method connected
    • Website connected to the advertising platform
    • One agreed primary conversion configured and tested where supported
    • Billing invoice and available spending-control screens located
Your quote

What shapes your quote

Start with the standard service. Add only the work your business needs.

Standard starting point
  • One agreed advertising platform owned by the business
  • Ad account administrator access and business payment method connected
  • Website connected to the advertising platform
  • One agreed primary conversion configured and tested where supported
  • Billing invoice and available spending-control screens located
Add only what you need
  • Each additional advertising platform
  • Each additional conversion
  • Call tracking with a forwarding number
  • CRM connection or offline conversion import
  • Website form checkout consent or confirmation-page work needed before tracking can function
The process

How it runs, step by step

  • Tell me what is going on The form below. What you have now, and what you want instead.
  • A short call, if it needs one Only where the scope cannot be settled in writing.
  • You get the scope and the price In writing, with what is included and what is not.
  • You approve it Nothing starts before you have agreed the scope and the price.
  • The work happens You are told when something needs a decision from you, and nothing else.
  • Handover What was done, where it lives, and what to do next, written down.

More on how working together works.

FAQ

Questions about this service

My old agency runs the ads from their account. Is that normal?

It is common and it is worth changing. The account holds the conversion history the platform learns from, so leaving it behind means that learning starts again somewhere else.

What is conversion tracking actually for?

It records the agreed action after an ad interaction, such as a completed form, booking, purchase or signup. A phone-number click can be tracked as a click. Confirming a completed call requires separate call tracking.

What does billing setup include?

The business payment method is connected to the business ad account, administrator access is checked and the available invoice, receipt and spending-control screens are located. The platform charges the advertising budget directly. Management work is billed separately.

Which actions can you track?

Forms, phone-number clicks, bookings, email signups, registrations, downloads and purchases can be considered. The exact list depends on the website, checkout, booking tool and access available, so the written scope names each action before setup.

Can you track whether a phone call became a customer?

Not from a phone-number click alone. A forwarding-number system can record completed calls. Connecting the later sale requires a CRM or an offline conversion import and is separately scoped.

Can tracking identify every sale from an ad?

Privacy choices, blocked scripts, device changes, offline conversations and sales recorded outside the connected system create gaps. The setup tests what can be observed and labels what cannot.

Do I need a business manager if I only boost a few posts?

Boosting from the page skips most of the controls and most of the reporting. If the spend matters to you at all, the account structure is worth setting up once.

Whose card does the ad spend go on?

Yours, on your account, paid to the platform directly. Nothing runs through anyone else's billing.

Can you set this up and let me run the ads myself?

Yes, and that is a normal outcome here. You get the account, the tracking and the access, and you take it from there.

What if my account gets suspended?

Platforms suspend accounts for reasons they do not always explain, and an appeal goes through their process. A clean setup in your name with verified business details is the part that sits within your control.

Send me the details

I read it and reply with the scope and the price before any work starts.

Get a quote

Tell me the result you want and where I can see the business now. I use that information to identify the most useful service or package and decide whether I can quote it in writing. If one missing detail changes the work or price, I will ask for that detail or suggest a short call.

What would help most?

Pick at least one. More than one is fine.

Answer a few more if you want a more specific first reply

What happens next: I review the links and details, then reply within two business days with the best next step, any one question I still need answered, or a written quote when the scope is already clear.

Prefer regular email? [email protected]

Derek Packer

Your inquiry was received.

I will review what you sent and reply within two business days.

You will receive a copy of your inquiry. Look for an email from Derek Packer with the subject Inquiry Received — Here’s Your Copy. If it is not in your inbox, check spam, promotions or other folders. Still missing? Email [email protected].