How We Work
Onboarding built to protect,
not to disrupt
Switching agencies is uncomfortable. Revenue is at stake, institutional knowledge risks being lost, and there is always a dip people warn you about. Our onboarding is designed to minimise that risk while building something better underneath.
Migration Philosophy
How we think about transitions
Every client we take on has history. Previous structures, bidding strategies, and audience data that took time to build. We do not wipe the slate clean on day one.
No cliff-edge transitions
We phase changes to protect revenue during the switch. If something can wait a week to reduce risk, it waits a week.
Parallel running where needed
For high-spend accounts, we run old and new structures in parallel before cutting over. Performance continuity matters more than speed.
Transparent baselines
We document performance before we start so there is no ambiguity about what changed and why. This protects both sides.
Your team stays informed
Weekly updates from day one. Not just what we are doing, but why. Your internal stakeholders should never be surprised.
The Phases
What onboarding actually looks like
This is the shape of our onboarding. How long each phase takes depends on the state of the account, the complexity of the catalogue and how quickly access and margin data arrive. The order and the philosophy stay the same; the calendar does not.
Commercial Discovery
Before we touch the account, we need to understand your business. Not just your campaigns.
Outcome: A shared understanding of your commercial reality, not just your campaign structure.
Diagnostic Audit
A full commercial audit of your account. Not a surface-level health check.
Outcome: A prioritised list of opportunities ranked by commercial impact, not just volume.
Restructure and Implementation
We start making changes, but methodically. The goal is to improve without disrupting revenue.
Outcome: An account that starts to reflect your commercial priorities, with guard rails in place.
Optimisation and Governance
By now the foundations are in place. This phase is about refinement and establishing the ongoing rhythm.
Outcome: A mature operating rhythm where every action is tied to a commercial outcome.
Ready to start?
A commercial review takes 30 minutes. No pitch deck, no pressure. Just an honest conversation about where your account is and where it could be.
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