Start with the job your team can fulfil
Specify service types, operating area, job size, available appointments and the work you will not accept. Advertising into a full installation calendar creates a different problem from a lack of demand. The proposed plan starts with capacity and commercial fit.
A complete operating scope
Campaign management should have a written boundary. The scope can include landing pages, approved ads, form qualification and reporting, with a named person on the client side who handles new enquiries.
- Service and territory plan
- Offer and landing page alignment
- Lead qualification and routing rules
- Source-to-sale reporting definitions
- Recurring review of rejected and lost opportunities
Channels chosen for your business
Paid acquisition can be scoped for Facebook, Instagram, TikTok and Google Search where suitable. Organic visibility on your website and Google Maps is a separate local-search scope. Channel access, creative, spend and team capacity need confirmation. No package automatically includes every platform, and no partner certification is claimed.
Connect sales feedback
Record whether an enquiry was reachable, in area and relevant. Then record assessment booked, proposal sent, won or lost. This feedback helps distinguish targeting issues from missed follow-up or quotation problems. Do not optimise only for cheap submissions.
Dependencies and boundaries
Ad platform access, account ownership, consent, spend limits, creative approval and the lead acceptance definition are agreed first. Media spend, management fees and any CRM scope are separate line items unless the proposal explicitly combines them.
Availability and expectations
Management capacity and platform fit need confirmation for each engagement. This preview does not activate campaigns or make a volume, cost-per-lead or revenue promise. The first useful deliverable is an agreed measurement and handling plan.
