The concept in practice.
Confirm ownership first
List advertising accounts, analytics, email platforms, domains, feeds and integrations.
Read this sectionConfirm ownership first
List advertising accounts, analytics, email platforms, domains, feeds and integrations. Check that your business has the required administrator access. Use platform roles instead of sharing personal passwords.
Preserve history and active journeys
A handover is not itself a reason to create new accounts or stop working flows. Collect change history, tests, measurement definitions and assets. Document active campaigns and automations and who monitors them during the transition.
Check measurement before making changes
Review events, conversion values, consent, integrations and reports. Agree a baseline with consistent periods and definitions. Otherwise a change in measurement can resemble an improvement or decline unrelated to advertising.
One purchase. Consistent measurement.
- event_name
- Purchase
- event_id
- DEMO-1042
- Browser + server
- Same event, matched
01The purchase is recorded with a stable ID, value and currency.
Agree the sequence
Set handover dates, contacts and initial priorities. Remove previous access once the handover has been checked. At Oaksmond, we use the history to inform decisions and assess changes before building on the setup.
From insight to action
See how it applies in practice.
Growth also needed a better purchasing process
We built Matraws' trade-in system with submission, assessment, offers and handling in one backend. The work addressed supply as a constraint.
Read the casePriorities and collaboration
Discuss your next step
Tell us where your business stands. We clarify the work needed and whether we are the right fit.
Choose a time30 minutes · No obligation
About the author
Nicklas Segatz Mortensen
Growth hacker and fractional CMO with 10+ years' experience and hundreds of millions in managed ad spend behind him. Background from larger Danish and international scale-ups, and from the agency world.
Meet the team