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Google Ads Onboarding Process

Last Edited: 2026-06-29 01:32

Process SLAs

• Account Link/Creation: 2 Working Days from task assignment.
• Conversion Tracking & Landing Page Setup: 5 Working Days.
• Final Audit & Launch: 2 Working Days from page/tracking completion.

Global Priority Rule

• SEQUENCING HIERARCHY: Paid ads strategy should generally follow the sequence: GLSA first (see GLSA Onboarding Process), then Performance Max, then standard Google Search PPC. Standard PPC should not launch if client operations or budgets cannot support high-intent lead volume.

PROCESS MAP

GATE 0 — ONBOARDING AUTHORIZED

• Trigger: Client signs up for paid search marketing.
• Owner: Account Manager → PPC Strategist
• Entry Criteria:
  • Client billing profile verified.
  • Client has reviewed pricing and plans (https://www.hvacwebsites.com/web-ads-initial-sign-up).
• Exit Criteria (must all be true):
  • PPC Onboarding task created in ClickUp.

GATE 1 — CLIENT ALIGNMENT & STRATEGY

• Owner: PPC Strategist
• Required Inputs:
  • Client intake info.
• Exit Criteria (must all be true):
  • Initial diagnosis call completed (understanding contractor's brand, service limits, dispatch capacity).
  • Scope and expectations meeting scheduled with client and lead engineer (Mike).
  • Account direction confirmed: New Google Ads Account vs. Link Existing Google Ads Account.
  • (If existing) 10-digit Google Ads Customer ID (CID) requested from client.

➡️ Setup sequence must be locked before creating Google Ads instances.

GATE 2 — ACCOUNT PROVISIONING & ACCESS

• Owner: PPC Strategist
• Exit Criteria (must all be true):
  • Account access established:
    • New Account: Created under agency MCC account, billing setup complete.
    • Existing Account: Invitation sent from MCC, client accepted invitation. Invite to Manage PPC Accounts Procedure.
  • Developer/Analyst (Mike) granted Admin access to the client’s Google Tag Manager (GTM) container and Google Analytics (GA4) property.

GATE 3 — GBP CONNECTION & PHONE SETUP

• Owner: PPC Strategist & Analyst
• Required Inputs:
  • Active Google Ads account access from Gate 2.
• Exit Criteria (must all be true):
  • Google Business Profile (GBP) locations linked using correct campaign location labels.
  • Call tracking phone numbers verified and call assets linked in campaign settings (routing and shared vs. separate numbers PPC Tracking Setup Procedure).

GATE 4 — LANDING PAGE CREATION

• Owner: PPC Strategist (Design Coordination)
• Required Inputs:
  • Client service scope and target keywords from Gate 1.
• Exit Criteria (must all be true):
  • Campaign landing page created from standard PPC templates.
  • Layout built by Graphics and copy populated to match target services.
  • Dynamic contact forms and scheduler scripts validated.
  • Page published and URL shared with Mike.

GATE 5 — LAUNCH-READINESS AUDIT & SIGN-OFF

• Owner: PPC Strategist & Lead Engineer
• Required Inputs:
  • Populated landing pages, active account settings, and staged conversion tags.
• Exit Criteria (must all be true):
  • Pre-launch audit checklist completed and validated. Google Ads GLSA Audit Procedure.
  • Campaign toggled to Active.
  • Index links logged.

➡️ Process complete.