Paid media launch: accounts, tracking, and goals
Collect ad account access, pixel or tag status, conversion definitions, offers, and guardrails before spending goes live.
What this template is for
Paid media launches fail when pixels are wrong, conversions double-count, or no one agrees what “success” means. This intake aligns media, creative, and analytics before budget turns on.
When to use it
- New retainer or project with paid social/search.
- Account restructures after a rebrand or domain change.
Tips
- Handle access invites in email; use this form for strategic answers only.
Checklist preview
What this template asks for
These items are cloned into your workspace when you use the template. Edit anything before you send.
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Primary campaign objective for the first 30 days
Required Select -
Monthly media budget range and any hard caps
Required Long answer -
Ad account IDs and business manager links (paste text)
Long answerMeta, Google, LinkedIn, TikTok, etc.
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Conversion events we should optimize toward (with values if known)
Required Long answer -
Landing page URLs and thank-you page URLs for each offer
Required Long answer -
Creative guardrails (words to avoid, regulated claims, brand palette)
Long answer -
Competitor ads or keywords you want to avoid bidding on
Long answer
Add this to your workspace, then send when you are ready
We save it as a template so you can adjust items, choose a client, and send like any other request.