Ownership and Agency Pack

This pack gives you a checklist to make sure your company owns its ad accounts, website, profiles and phone numbers, plus a shared report to hold every vendor to the same numbers.

OWNED

Own your accounts before you need to

If an agency owns your domain or ad accounts, it can leave with your history. Fix it while the relationship is good. Your company should own each account, and the agency should get partner or user access.

Ownership checklist

Asset	Who should own it	How to check	How to fix it
Domain	Your company, in a registrar account you log into	Search your domain at lookup.icann.org to see the registrar. Some contact details can be hidden, so also log in at the registrar.	Have the agency move the domain into your registrar account.
Google Ads	Your company, with your own login at Admin level	Look for your login in the account's users list.	An agency links through its manager account. An Admin on your side can unlink a manager at any time.
Meta ad account	Your business portfolio	Check which business portfolio the ad account sits in.	An ad account created inside an agency's business portfolio can't be transferred. Start a new one in your own portfolio and give the agency partner access.
Google Business Profile	You, as primary owner	Business Profile settings, then People and access.	The current primary owner switches you in. A new owner waits 7 days before managing all features.
Tracking phone numbers	An account in your company's name	Ask the vendor who holds the numbers.	Port them, using the steps below.
Website hosting and CRM data	Your company login	Log in yourself.	Have the agency add you as owner and itself as a user.

Two questions before you sign

Get both answers in writing. If the answer to the first is the agency, or the second is no, keep looking.

Before we sign, please answer these two in writing:
1. If we part ways, who owns the ad accounts, the website and the data?
2. Will you report booked jobs from our calendar, by lead source?

How to move your tracking numbers

Ask the vendor whether you own the numbers or lease them. Some providers lease numbers and limit or charge for porting.
Ask what happens to your call recordings when you leave. Your contract decides that.
Open phone service in your company's name with the new provider. The new provider starts the port, and you keep the old service active until it's done.
Ask the old vendor for what the new provider needs. One large call tracking vendor sends a Customer Service Record and says ports take 4 to 6 weeks.
After the port, call each number from an unrelated phone to confirm it rings through. Then cancel the old numbers.

SHARED

One report across all your vendors

When one vendor runs Google and another runs Facebook, each reports its own wins and nobody sees both. You can't tell which dollar booked which job. If you split vendors, require one shared report that puts spend next to booked and sold jobs.

Your vendors fill in spend and leads. Booked and sold jobs come from your own calendar and CRM, by lead source, so no vendor grades its own work. Tag each lead with its source at intake to make that possible.

Weekly report template

Week	Vendor	Channel
[Week of]	[Vendor]	Google Ads
[Week of]	[Vendor]	Meta
[Week of]	Total	All

Cost per booked job is spend divided by booked jobs. Cost per sold job is spend divided by sold jobs.

Line to add to each vendor agreement

Each week by [Day], [Vendor] adds its spend and leads for the prior week
to [Company]'s shared report. Booked jobs and sold jobs come from
[Company]'s calendar and CRM, by lead source. [Company] owns the report.

Want this set up for you? Legacy builds it inside your accounts.

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