What happens during onboarding for ongoing support?
Onboarding has three steps: you fill in a questionnaire about your business, we review your current marketing, site and analytics, and we agree what to fix first. Then the regular reports, calls and improvements begin.
The questionnaire
You tell us about your business, your customers, your sector and what you want from the work, so our first call isn't spent on basics.
A look at what you have
We review your current marketing, website and analytics. In practice that means checking whether the tracking is firing, whether the numbers can be trusted and where leads get lost. Audits are read-only: we change nothing in your accounts until we've agreed it with you.
Access
We ask for access to your analytics, ad accounts and CRM. Your accounts stay yours, not ours.
Agreeing what to fix first
From the review we agree the most important fixes and what to improve next. We also agree the fee model before we start, usually a fixed monthly fee.
Then the regular work
After that you get regular reports and scheduled calls, with a chat channel for anything urgent, and small and big improvements driven by what the numbers show. The detail is on the ongoing management, support and reporting page.
Where this came up in our work
- Client work
Hear Me London
A London audiology clinic got local pages, an online hearing test that logs to a sheet and emails the clinic, and server-side tracking behind every booking: 378 online bookings in 15 months, over half from organic search.
Read the story - Client work
Sector7
An award-winning rebuild, 177% more new users in 2025 than 2024, and Jon calls it "executed flawlessly, on time and on budget".
Read the story - Client work
The Therapy Lounge
70% more enquiries, 6.6x return on ad spend in October 2025, and 316 enquiries tracked from April 2025 to October 2026.
Read the story
Also worth asking
Other answers about the same tools.
What is technical and tracking infrastructure?
It's the set-up that counts what happens on your site and sends it where it needs to go: tracking tags, analytics, ad-platform conversions, your CRM connection and cookie consent, plus the hosting and security around your website.
How do you set up website analytics and tracking?
We agree with you what counts as a conversion, then set up Google Tag Manager and GA4, plus server-side tracking through Stape for sites that spend on ads. Before we hand over, we check the data is actually arriving.
Why is tracking important for my marketing?
Without it you're guessing which ads, pages and emails bring customers. Ad platforms also bid on what you tell them, so missing or wrong conversions mean they find the wrong people.
What is ongoing management, support, and reporting?
It means we don't launch your marketing and leave. We keep running and improving your ads, website and tracking on a retainer, and send reports that show what's working and what we'd change.
What’s included in your performance reporting?
Spend, leads or sales, and cost per result by channel, using data we've checked first. Reports sit in a Looker Studio dashboard you can open any time, and each one ends with what we'd push, fix or stop.
Still have questions?Talk to us
Bring your numbers.
We'll tell you if the spend makes sense.
- A 15-minute callYour goals, your challenges, and whether we're the right fit.
- A 1-hour discovery callWe dig into your numbers. Worth a hundred emails.
- A concrete planAds, a custom build or both, as a one-off project or ongoing.