The CLEAR Method: Our 7-Day Framework for Smooth Agency Transitions

The CLEAR Method: Our 7-Day Framework for Smooth Agency Transitions

Let's be honest - switching PPC agencies is about as fun as a root canal. The uncertainty. The stress. The nagging feeling that something's being missed.

That's why we developed the CLEAR Method - our systematic approach to turning chaotic agency transitions into smooth, predictable processes.

Here's exactly how we do it.

Day 1-2: C - Comprehensive Audit

Before we touch anything, we need to know exactly what we're dealing with.

Technical Audit:
• Conversion tracking setup
• Campaign structures
• Audience configurations
• Bidding strategies

Performance Review:
• Historical ROAS trends
• Seasonal patterns
• Budget allocation
• Waste identification

Competitive Analysis:
• Market position
• Share of voice
• Competitor strategies
• Growth opportunities

Day 3: L - Learning Transfer

No point reinventing the wheel. We capture all relevant insights from your experience.

Previous Agency Insights:
• What worked well
• Common roadblocks
• Failed experiments
• Successful strategies

Customer Journey Mapping:
• Key conversion paths
• Drop-off points
• Customer behaviour patterns
• Attribution models

Market Intelligence:
• Seasonal trends
• Competitive landscape
• Industry challenges
• Growth opportunities

Day 4: E - Expectations Setting

This is where we get crystal clear about what success looks like.

KPI Agreement:
• Primary metrics
• Secondary indicators
• Tracking methods
• Reporting frequency

Timeline Setting:
• Quick wins identified
• Medium-term goals
• Long-term objectives
• Milestone mapping

Communication Framework:
• Weekly update structure
• Monthly review format
• Quarterly planning sessions
• Emergency protocols

Day 5: A - Action Planning

Now we create a detailed roadmap for implementation.

30-Day Plan:
• Critical fixes
• Quick wins
• Basic optimisations
• Performance stabilisation

60-Day Plan:
• Strategic improvements
• Testing framework
• Scaling preparation
• Efficiency drives

90-Day Plan:
• Advanced strategies
• Market expansion
• Innovation implementation
• Growth acceleration

Day 6: R - Regular Check-ins

Setting up the communication infrastructure for ongoing success.

Weekly Updates:
• Performance metrics
• Action items
• Blockers removed
• Next steps

Monthly Reviews:
• Strategy assessment
• Results analysis
• Market changes
• Plan adjustments

Quarterly Planning:
• Long-term strategy
• Market opportunities
• Resource planning
• Growth forecasting

Day 7: Implementation

Putting it all together:
• Access handover
• Initial optimisations
• Reporting setup
• Team alignment

The Impact

Recent Client Results:
• 100% clarity on account status by day 3
• First optimisations implemented by day 7
• Average 32% efficiency improvement by day 30
• Zero surprise issues in first 90 days

Why This Matters

Poor agency transitions typically result in:
• Lost performance data
• Missed opportunities
• Wasted budget
• Stressed teams

The CLEAR Method prevents these issues by:
• Capturing all relevant information
• Setting proper expectations
• Creating clear action plans
• Establishing solid communication

Common Pushback

"This seems like overkill"
Actually, it's the opposite. This structured approach prevents the chaos that usually comes with agency switches.

"We need changes faster"
Speed without understanding leads to mistakes. Our process ensures quick wins while building for long-term success.

"Our last agency didn't need this"
And how did that work out? Proper planning prevents poor performance.

Ready for a Clear Transition?

If you're considering switching agencies and want to ensure a smooth transition, we can help.

Visit judeluxe.com/contact to learn more about our CLEAR onboarding process.

Because in PPC management, clear communication isn't just nice to have - it's essential for success.