| Paid media audit | Account structure, tracking, budget use, audiences, creative, landing pages, conversion definitions and reporting gaps | Audit report and priority roadmap | Discovery and baseline | Platform access, business goals, current spend ranges and conversion definitions |
| Channel strategy | Role of paid search, paid social, display, remarketing, shopping or marketplace ads by audience and funnel stage | Strategy document and channel matrix | Strategy design | Target markets, customer segments, offer details and budget boundaries |
| Campaign architecture | Campaign naming, structure, audiences, keywords, exclusions, placements, budgets and bidding approach | Campaign map and setup plan | Planning and setup | Approved objectives, markets, product or service information and compliance constraints |
| Tracking and measurement plan | Events, conversion actions, UTM rules, CRM fields, attribution assumptions and dashboard requirements | Measurement specification | Setup | Analytics, Tag Manager, CRM and ecommerce access where relevant |
| Ad copy and creative brief | Message angles, audience-fit copy, creative testing requirements, claim notes and review workflow | Copy matrix and creative brief | Production coordination | Brand guidelines, approved claims and creative assets |
| Launch QA checklist | Links, tracking, budgets, targeting, policy review, naming, exclusions and approval confirmation | Checklist and launch record | Pre-launch | Final approvals, platform access and live landing pages |
| Optimisation log | Budget changes, bid actions, keyword or audience changes, creative tests, notes and rationale | Shared log or report section | Ongoing management | Current data, budget decisions and stakeholder feedback |
| Performance report | Spend, traffic, conversions, quality indicators, learnings, decisions and next actions | Monthly or agreed-cadence report | Ongoing management | Data access, baseline definitions and review participation |
| Experiment backlog | Prioritised tests for audiences, offers, messaging, landing pages, bidding and budget allocation | Backlog and testing plan | Optimisation | Traffic volume, creative availability and approval speed |
| Transition and handover pack | Account inventory, access summary, documentation, open risks, active tests and recommended next steps | Handover document and working session | Transition or closeout | Destination owner, access process and final review |