Before you send notice to your floor coating marketing agency, get admin access or a full export of ten things: the ad account, the pixel or dataset, the Business Manager, landing pages and domain, the CRM and lead history, call recordings, creative files, your Google Business Profile, review links, and phone numbers. To avoid a gap in leads, keep the old campaigns running through the notice period and do not turn them off until the new source has booked real estimates on your calendar.
What should I collect before I tell the agency?
Collect everything while you are still a paying client. Most agencies hand things over without a fight, and a handoff goes faster as a normal request than as part of a breakup call. Go line by line and write down where each item lives and whose name it is in.
| Asset | Why it matters | What to ask for | If you cannot get it |
|---|---|---|---|
| Meta ad account | Holds your campaign history and spend records | Admin access, or confirmation the account is in your Business Manager | Ask for exports of results by ad and by month |
| Pixel or dataset | Records who visited and submitted forms | Ownership or shared access to your Business Manager | Install a new one on your own pages and start fresh |
| Business Manager | The container that owns ad accounts, pages, and pixels | Confirm you are an admin of the one that owns your Facebook page | Make your own and request your page back |
| Landing pages and domain | Where your ads send homeowners | Domain registrar login, page files or a copy of the page | Rebuild the page; keep the winning headline and photos |
| CRM and lead history | Every homeowner who ever raised a hand | Full export with names, contact info, dates, statuses, and notes | Pull what you can from your own texts and email |
| Call recordings | Shows how leads were handled on the first call | Download of recordings and call logs | Ask for at least the last 90 days |
| Creative files | Your best performing ads, photos, and videos | Original files, plus which ads won | Pull your own job photos from your phone |
| Google Business Profile | Your reviews and map listing | You as primary owner | Request ownership through Google's process |
| Review links | The short links and cards homeowners use to review you | The direct review link from your own profile | Generate a new one from your profile |
| Phone numbers | Tracking numbers printed on trucks, signs, and listings | Whether the number can be ported to your own carrier account | Update every listing to your own number before cutover |
The pixel (Meta now calls it a dataset in Events Manager) carries the history of who filled out your forms. A new one starts with nothing. A concrete coating campaign with strong creative and fast calls can still book estimates on a fresh pixel, but if you can keep the old one, keep it.
Creative matters even more. Our benchmarks say it plainly: on Meta, the creative is the targeting. The before and after that worked for the last agency is the best starting point for whoever runs ads next.
Who actually owns the ad account?
It depends on how the agency set it up, and both setups are normal.
Some agencies build the ad account inside your Business Manager. In that case it is yours and you remove their access when you leave. Others run campaigns from their own ad account and deliver a result, such as leads or booked estimates. In that case the account, pixel, and campaign history may stay with them, and that is fair if that is what you signed. What you should still be able to get is your lead list, your creative, and a summary of what worked.
What should I check in my contract before giving notice?
Every agency writes these terms differently, so read yours instead of trusting what you remember from the sales call.
- Notice period. How many days of written notice, and does the clock start when you email or when they confirm?
- Auto renewal. Some agreements renew for another term unless you cancel inside a window. Check the date.
- Ownership. Who owns the landing pages, ad copy, photos, and videos?
- Final fees. Is there a final month of fees, a setup fee you still owe, or ad spend that posts after you leave?
- Transfer or exit fees. Any fee for handing over files or pages.
If the notice period is 30 days, you have 30 days of paid campaigns to use as your overlap. Use them.
How do I avoid a gap in leads when I switch?
Run both for a short stretch. Turning off the old agency the day the new source starts is how owners end up with an empty calendar.
| Phase | Old agency | New lead source | What you watch |
|---|---|---|---|
| Before notice | Running normally | Signed and setting up | Checklist above is complete |
| Notice period | Running through the end of the term | Ads or booking live | First booked estimates from the new source |
| Overlap | Still running if the contract allows | Producing estimates weekly | Show rate and close rate on new estimates |
| Cutover | Off, access removed | Carrying the calendar | No week with zero estimates |
Two rules make the overlap work. First, one person calls every lead from both sources, fast. About 90% of homeowners answer when called within one minute, and the answer rate drops quickly after that, so a switch is a bad time to let leads sit. Second, do not judge the new source on its first week. Judge it on booked estimates and shows over the first few weeks.
What do I do with the old leads?
Export them and sort them into four buckets. You already paid for these leads.
Estimates run, not sold.
These homeowners already met you. Call them first. Our guide on following up unsold floor coating estimates covers what to say.
Booked, did not show.
Call to rebook.
Never reached.
Call and text once more. Many of these were never called fast the first time.
Not qualified.
Renters, outside your service area, or not looking for coating. Leave them alone.
Only text people who agreed to be contacted, and honor opt outs. Work the old list with the same speed you use on new leads, as covered in speed to lead wins floor coating jobs.
How do I leave on good terms?
Be fair. Agencies get blamed for problems they did not cause, like leads that sat for a day before anyone called. Give written notice as your contract asks, and thank them for the handoff.
Still deciding what to hire next? Use our list of questions to ask before hiring a floor coating marketing agency. If you want to understand why so many coating owners make this move in the first place, read why floor coating contractors leave marketing agencies.
Frequently asked questions
Can my marketing agency keep my Facebook ad account?
It depends on how the account was set up and what your contract says. If the ad account lives in your own Business Manager, it is yours and you remove the agency's access. If the floor coating agency ran ads from its own account, the account and history may stay with them, but you should still ask for your lead list, creative files, and results by ad.
How long should I overlap two floor coating lead sources?
Overlap until the new source has booked and shown real estimates, not just produced form fills. For most epoxy and garage floor coating owners, the old agency's notice period is the natural overlap window. Do not turn off the old campaigns until you have seen a full week of booked estimates from the new source.
What happens to my Google reviews when I fire my agency?
Your reviews live on your Google Business Profile, not with the agency. The risk is ownership: if the agency set up the profile and is listed as primary owner, request ownership through Google's process before you give notice. Our guide to Google reviews for floor coating contractors covers how to keep them coming.
What if my next lead source runs from its own ad account?
Then there is no ad account to hand over. Some booked appointment services for floor coating contractors work this way, Appointly included: the contractor never creates an account, shares logins, or manages a campaign. In that setup the assets you need to own are your Google Business Profile, reviews, phone number, and lead history.
Ready for the next source to book estimates?
Switching agencies is mostly paperwork and timing. Get your assets, read your contract, overlap the sources, and work your old leads.
If you want booked estimates on your calendar instead of another agency report, Appointly runs the Meta ads from its own ad account, calls every lead within minutes, educates and qualifies the homeowner, and books confirmed floor coating estimates. It is not the right fit if you want to own and manage your own ad account. See the agency alternative for how it differs.
Book a strategy call and we will check whether your market is open, how many estimates a week your crew can run, and how to time the switch so your calendar does not go empty.
About the author
Patrick Mietka
Co-founder, Appointly Solutions
Patrick runs the Meta ad campaigns and the numbers behind every Appointly client. He has managed lead generation and appointment booking for floor coating and home service contractors across the US, and writes about what actually turns ad spend into booked estimates.