Ask how the services connect
Look for a plan that follows your business priorities. A website, social calendar, campaign and CRM should support a coherent customer journey. Ask which services matter first and what the team needs to learn before expanding the work.
- Ask for the proposed sequence and its purpose.
- Check how customer and sales feedback informs the plan.
- Identify the person coordinating the wider partnership.
Keep ownership and access clear
Agree who owns the domain, platform accounts, source assets, creative files and customer data. Define authorised access and a handover process. An account structure should help your business keep control while the team does the work.
- Confirm business ownership of relevant accounts.
- Document permissions and approval responsibilities.
- Agree what is handed over and in which formats.
Look for measurable, credible commitments
A useful partner can commit to agreed work, a reporting rhythm and clear decision points. Rankings, platform approvals and customer behaviour remain outside complete agency control. Ask how the team will report uncertainty and respond when something needs attention.
- Separate deliverables from outcomes that cannot be guaranteed.
- Review relevant enquiries and sales context alongside activity.
- Ask how the team handles exceptions, delays and corrections.
Plan for life after launch
Content changes, tools evolve and customer questions reveal new needs. Define update frequency, support coverage, maintenance and training. Clear scope makes it easier to improve the system and understand when new work needs a separate proposal.
- Agree support channels and coverage.
- Define maintenance, backups and update responsibilities.
- Include team training and a shared improvement roadmap.
Start with your priorities. QTriangle can connect the right services, people and tools into a practical growth package.
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