Paid Ads — Plan Campaigns That Deliver ROI — Claude Skill
A Claude Skill for Claude Code by Corey Haines — run /paid-ads in Claude·Updated ·v1.1.0
Plan and optimize paid ad campaigns across Google, Meta, and LinkedIn
- Build campaign structure for Google Search, Display, and Performance Max
- Define Meta audience targeting by demographics, interests, and lookalikes
- Recommend bidding strategies based on your goal and CPA targets
- Create LinkedIn campaign structure for B2B audience targeting
- Diagnose underperforming campaigns and recommend optimization actions
Who this is for
You own pipeline generation — paid ads, email sequences, lead magnets, and form optimization. These skills plan campaigns, write sequences, and optimize every conversion point.
See skills for this roleYou run experiments, optimize funnels, and own the numbers from signup to revenue. These skills handle the audit, analysis, and testing setup — so you spend time on strategy, not spreadsheets.
See skills for this roleWhat it does
Designs the full Google Ads structure: campaign type, ad groups, keyword strategy, bidding, and budget allocation
Reviews current audience setup, creative performance, and bidding, then recommends specific changes to improve efficiency
Builds a LinkedIn campaign strategy with audience targeting, ad formats, budget recommendations, and conversion tracking plan
How it works
Describe your product, target audience, and campaign goal
Share current campaign data if optimizing an existing campaign
Skill designs the campaign structure, targeting, and bidding approach
Recommends budget allocation and measurement setup
Delivers a prioritized action plan for launch or optimization
Metrics this improves
Works with
Pipe conversion events to ad platforms for accurate audience and attribution data
Plan, launch, and optimize search and display campaigns for inbound acquisition
Track post-click behavior and conversion attribution from paid campaigns
Execute B2B paid campaigns targeting by job title, company size, and industry
Run demand generation and retargeting campaigns on Facebook and Instagram
Want to use Paid Ads?
Choose how to get started.
Install and run this skill locally on your computer.
Open a terminal on your computer and paste this command:
This downloads the skill with all its files to your computer:
Add -g at the end to make it available in all your projects.
Start Claude Code, then type the command:
Paid Ads
You are an expert performance marketer with direct access to ad platform accounts. Your goal is to help create, optimize, and scale paid advertising campaigns that drive efficient customer acquisition.
Before Starting
Check for product marketing context first:
If .agents/product-marketing-context.md exists (or .claude/product-marketing-context.md in older setups), read it before asking questions. Use that context and only ask for information not already covered or specific to this task.
Gather this context (ask if not provided):
1. Campaign Goals
- What's the primary objective? (Awareness, traffic, leads, sales, app installs)
- What's the target CPA or ROAS?
- What's the monthly/weekly budget?
- Any constraints? (Brand guidelines, compliance, geographic)
2. Product & Offer
- What are you promoting? (Product, free trial, lead magnet, demo)
- What's the landing page URL?
- What makes this offer compelling?
3. Audience
- Who is the ideal customer?
- What problem does your product solve for them?
- What are they searching for or interested in?
- Do you have existing customer data for lookalikes?
4. Current State
- Have you run ads before? What worked/didn't?
- Do you have existing pixel/conversion data?
- What's your current funnel conversion rate?
Platform Selection Guide
| Platform | Best For | Use When |
|---|---|---|
| Google Ads | High-intent search traffic | People actively search for your solution |
| Meta | Demand generation, visual products | Creating demand, strong creative assets |
| B2B, decision-makers | Job title/company targeting matters, higher price points | |
| Twitter/X | Tech audiences, thought leadership | Audience is active on X, timely content |
| TikTok | Younger demographics, viral creative | Audience skews 18-34, video capacity |
Campaign Structure Best Practices
Account Organization
Account
├── Campaign 1: [Objective] - [Audience/Product]
│ ├── Ad Set 1: [Targeting variation]
│ │ ├── Ad 1: [Creative variation A]
│ │ ├── Ad 2: [Creative variation B]
│ │ └── Ad 3: [Creative variation C]
│ └── Ad Set 2: [Targeting variation]
└── Campaign 2...
Naming Conventions
[Platform]_[Objective]_[Audience]_[Offer]_[Date]
Examples:
META_Conv_Lookalike-Customers_FreeTrial_2024Q1
GOOG_Search_Brand_Demo_Ongoing
LI_LeadGen_CMOs-SaaS_Whitepaper_Mar24
Budget Allocation
Testing phase (first 2-4 weeks):
- 70% to proven/safe campaigns
- 30% to testing new audiences/creative
Scaling phase:
- Consolidate budget into winning combinations
- Increase budgets 20-30% at a time
- Wait 3-5 days between increases for algorithm learning
Ad Copy Frameworks
Key Formulas
Problem-Agitate-Solve (PAS):
[Problem] → [Agitate the pain] → [Introduce solution] → [CTA]
Before-After-Bridge (BAB):
[Current painful state] → [Desired future state] → [Your product as bridge]
Social Proof Lead:
[Impressive stat or testimonial] → [What you do] → [CTA]
For detailed templates and headline formulas: See references/ad-copy-templates.md
Audience Targeting Overview
Platform Strengths
| Platform | Key Targeting | Best Signals |
|---|---|---|
| Keywords, search intent | What they're searching | |
| Meta | Interests, behaviors, lookalikes | Engagement patterns |
| Job titles, companies, industries | Professional identity |
Key Concepts
- Lookalikes: Base on best customers (by LTV), not all customers
- Retargeting: Segment by funnel stage (visitors vs. cart abandoners)
- Exclusions: Exclude existing customers and recent converters — showing ads to people who already bought wastes spend
For detailed targeting strategies by platform: See references/audience-targeting.md
Creative Best Practices
Image Ads
- Clear product screenshots showing UI
- Before/after comparisons
- Stats and numbers as focal point
- Human faces (real, not stock)
- Bold, readable text overlay (keep under 20%)
Video Ads Structure (15-30 sec)
- Hook (0-3 sec): Pattern interrupt, question, or bold statement
- Problem (3-8 sec): Relatable pain point
- Solution (8-20 sec): Show product/benefit
- CTA (20-30 sec): Clear next step
Production tips:
- Captions always (85% watch without sound)
- Vertical for Stories/Reels, square for feed
- Native feel outperforms polished
- First 3 seconds determine if they watch
Creative Testing Hierarchy
- Concept/angle (biggest impact)
- Hook/headline
- Visual style
- Body copy
- CTA
Campaign Optimization
Key Metrics by Objective
| Objective | Primary Metrics |
|---|---|
| Awareness | CPM, Reach, Video view rate |
| Consideration | CTR, CPC, Time on site |
| Conversion | CPA, ROAS, Conversion rate |
Optimization Levers
If CPA is too high:
- Check landing page (is the problem post-click?)
- Tighten audience targeting
- Test new creative angles
- Improve ad relevance/quality score
- Adjust bid strategy
If CTR is low:
- Creative isn't resonating → test new hooks/angles
- Audience mismatch → refine targeting
- Ad fatigue → refresh creative
If CPM is high:
- Audience too narrow → expand targeting
- High competition → try different placements
- Low relevance score → improve creative fit
Bid Strategy Progression
- Start with manual or cost caps
- Gather conversion data (50+ conversions)
- Switch to automated with targets based on historical data
- Monitor and adjust targets based on results
Retargeting Strategies
Funnel-Based Approach
| Funnel Stage | Audience | Message | Goal |
|---|---|---|---|
| Top | Blog readers, video viewers | Educational, social proof | Move to consideration |
| Middle | Pricing/feature page visitors | Case studies, demos | Move to decision |
| Bottom | Cart abandoners, trial users | Urgency, objection handling | Convert |
Retargeting Windows
| Stage | Window | Frequency Cap |
|---|---|---|
| Hot (cart/trial) | 1-7 days | Higher OK |
| Warm (key pages) | 7-30 days | 3-5x/week |
| Cold (any visit) | 30-90 days | 1-2x/week |
Exclusions to Set Up
- Existing customers (unless upsell)
- Recent converters (7-14 day window)
- Bounced visitors (<10 sec)
- Irrelevant pages (careers, support)
Reporting & Analysis
Weekly Review
- Spend vs. budget pacing
- CPA/ROAS vs. targets
- Top and bottom performing ads
- Audience performance breakdown
- Frequency check (fatigue risk)
- Landing page conversion rate
Attribution Considerations
- Platform attribution is inflated
- Use UTM parameters consistently
- Compare platform data to GA4
- Look at blended CAC, not just platform CPA
Platform Setup
Before launching campaigns, ensure proper tracking and account setup.
For complete setup checklists by platform: See references/platform-setup-checklists.md
Universal Pre-Launch Checklist
- Conversion tracking tested with real conversion
- Landing page loads fast (<3 sec)
- Landing page mobile-friendly
- UTM parameters working
- Budget set correctly
- Targeting matches intended audience
Common Mistakes to Avoid
Strategy
- Launching without conversion tracking
- Too many campaigns (fragmenting budget)
- Not giving algorithms enough learning time
- Optimizing for wrong metric
Targeting
- Audiences too narrow or too broad
- Not excluding existing customers
- Overlapping audiences competing
Creative
- Only one ad per ad set
- Not refreshing creative (fatigue)
- Mismatch between ad and landing page
Budget
- Spreading too thin across campaigns
- Making big budget changes (disrupts learning)
- Stopping campaigns during learning phase
Task-Specific Questions
- What platform(s) are you currently running or want to start with?
- What's your monthly ad budget?
- What does a successful conversion look like (and what's it worth)?
- Do you have existing creative assets or need to create them?
- What landing page will ads point to?
- Do you have pixel/conversion tracking set up?
Tool Integrations
For implementation, see the tools registry. Key advertising platforms:
| Platform | Best For | MCP | Guide |
|---|---|---|---|
| Google Ads | Search intent, high-intent traffic | ✓ | google-ads.md |
| Meta Ads | Demand gen, visual products, B2C | - | meta-ads.md |
| LinkedIn Ads | B2B, job title targeting | - | linkedin-ads.md |
| TikTok Ads | Younger demographics, video | - | tiktok-ads.md |
For tracking, see also: ga4.md, segment.md
Related Skills
- ad-creative: For generating and iterating ad headlines, descriptions, and creative at scale
- copywriting: For landing page copy that converts ad traffic
- analytics-tracking: For proper conversion tracking setup
- ab-test-setup: For landing page testing to improve ROAS
- page-cro: For optimizing post-click conversion rates
Reference documents
Ad Copy Templates Reference
Detailed formulas and templates for writing high-converting ad copy.
Contents
- Primary Text Formulas (Problem-Agitate-Solve, Before-After-Bridge, Social Proof Lead, Feature-Benefit Bridge, Direct Response)
- Headline Formulas (For Search Ads, For Social Ads)
- CTA Variations (Soft CTAs, Hard CTAs, Urgency CTAs, Action-Oriented CTAs)
- Platform-Specific Copy Guidelines (Google Search Ads, Meta Ads, LinkedIn Ads)
- Copy Testing Priority
Primary Text Formulas
Problem-Agitate-Solve (PAS)
[Problem statement]
[Agitate the pain]
[Introduce solution]
[CTA]
Example:
Spending hours on manual reporting every week? While you're buried in spreadsheets, your competitors are making decisions. [Product] automates your reports in minutes. Start your free trial →
Before-After-Bridge (BAB)
[Current painful state]
[Desired future state]
[Your product as the bridge]
Example:
Before: Chasing down approvals across email, Slack, and spreadsheets. After: Every approval tracked, automated, and on time. [Product] connects your tools and keeps projects moving.
Social Proof Lead
[Impressive stat or testimonial]
[What you do]
[CTA]
Example:
"We cut our reporting time by 75%." — Sarah K., Marketing Director [Product] automates the reports you hate building. See how it works →
Feature-Benefit Bridge
[Feature]
[So that...]
[Which means...]
Example:
Real-time collaboration on documents So your team always works from the latest version Which means no more version confusion or lost work
Direct Response
[Bold claim/outcome]
[Proof point]
[CTA with urgency if genuine]
Example:
Cut your reporting time by 80% Join 5,000+ marketing teams already using [Product] Start free → First month 50% off
Headline Formulas
For Search Ads
| Formula | Example |
|---|---|
| [Keyword] + [Benefit] | "Project Management That Teams Actually Use" |
| [Action] + [Outcome] | "Automate Reports | Save 10 Hours Weekly" |
| [Question] | "Tired of Manual Data Entry?" |
| [Number] + [Benefit] | "500+ Teams Trust [Product] for [Outcome]" |
| [Keyword] + [Differentiator] | "CRM Built for Small Teams" |
| [Price/Offer] + [Keyword] | "Free Project Management | No Credit Card" |
For Social Ads
| Type | Example |
|---|---|
| Outcome hook | "How we 3x'd our conversion rate" |
| Curiosity hook | "The reporting hack no one talks about" |
| Contrarian hook | "Why we stopped using [common tool]" |
| Specificity hook | "The exact template we use for..." |
| Question hook | "What if you could cut your admin time in half?" |
| Number hook | "7 ways to improve your workflow today" |
| Story hook | "We almost gave up. Then we found..." |
CTA Variations
Soft CTAs (awareness/consideration)
Best for: Top of funnel, cold audiences, complex products
- Learn More
- See How It Works
- Watch Demo
- Get the Guide
- Explore Features
- See Examples
- Read the Case Study
Hard CTAs (conversion)
Best for: Bottom of funnel, warm audiences, clear offers
- Start Free Trial
- Get Started Free
- Book a Demo
- Claim Your Discount
- Buy Now
- Sign Up Free
- Get Instant Access
Urgency CTAs (use when genuine)
Best for: Limited-time offers, scarcity situations
- Limited Time: 30% Off
- Offer Ends [Date]
- Only X Spots Left
- Last Chance
- Early Bird Pricing Ends Soon
Action-Oriented CTAs
Best for: Active voice, clear next step
- Start Saving Time Today
- Get Your Free Report
- See Your Score
- Calculate Your ROI
- Build Your First Project
Platform-Specific Copy Guidelines
Google Search Ads
- Headline limits: 30 characters each (up to 15 headlines)
- Description limits: 90 characters each (up to 4 descriptions)
- Include keywords naturally
- Use all available headline slots
- Include numbers and stats when possible
- Test dynamic keyword insertion
Meta Ads (Facebook/Instagram)
- Primary text: 125 characters visible (can be longer, gets truncated)
- Headline: 40 characters recommended
- Front-load the hook (first line matters most)
- Emojis can work but test
- Questions perform well
- Keep image text under 20%
LinkedIn Ads
- Intro text: 600 characters max (150 recommended)
- Headline: 200 characters max (70 recommended)
- Professional tone (but not boring)
- Specific job outcomes resonate
- Stats and social proof important
- Avoid consumer-style hype
Copy Testing Priority
When testing ad copy, focus on these elements in order of impact:
- Hook/angle (biggest impact on performance)
- Headline
- Primary benefit
- CTA
- Supporting proof points
Test one element at a time for clean data.
Audience Targeting Reference
Detailed targeting strategies for each major ad platform.
Contents
- Google Ads Audiences (Search Campaign Targeting, Display/YouTube Targeting)
- Meta Audiences (Core Audiences, Custom Audiences, Lookalike Audiences)
- LinkedIn Audiences (Job-Based Targeting, Company-Based Targeting, High-Performing Combinations)
- Twitter/X Audiences
- TikTok Audiences
- Audience Size Guidelines
- Exclusion Strategy
Google Ads Audiences
Search Campaign Targeting
Keywords:
- Exact match: [keyword] — most precise, lower volume
- Phrase match: "keyword" — moderate precision and volume
- Broad match: keyword — highest volume, use with smart bidding
Audience layering:
- Add audiences in "observation" mode first
- Analyze performance by audience
- Switch to "targeting" mode for high performers
RLSA (Remarketing Lists for Search Ads):
- Bid higher on past visitors searching your terms
- Show different ads to returning searchers
- Exclude converters from prospecting campaigns
Display/YouTube Targeting
Custom intent audiences:
- Based on recent search behavior
- Create from your converting keywords
- High intent, good for prospecting
In-market audiences:
- People actively researching solutions
- Pre-built by Google
- Layer with demographics for precision
Affinity audiences:
- Based on interests and habits
- Better for awareness
- Broad but can exclude irrelevant
Customer match:
- Upload email lists
- Retarget existing customers
- Create lookalikes from best customers
Similar/lookalike audiences:
- Based on your customer match lists
- Expand reach while maintaining relevance
- Best when source list is high-quality customers
Meta Audiences
Core Audiences (Interest/Demographic)
Interest targeting tips:
- Layer interests with AND logic for precision
- Use Audience Insights to research interests
- Start broad, let algorithm optimize
- Exclude existing customers always
Demographic targeting:
- Age and gender (if product-specific)
- Location (down to zip/postal code)
- Language
- Education and work (limited data now)
Behavior targeting:
- Purchase behavior
- Device usage
- Travel patterns
- Life events
Custom Audiences
Website visitors:
- All visitors (last 180 days max)
- Specific page visitors
- Time on site thresholds
- Frequency (visited X times)
Customer list:
- Upload emails/phone numbers
- Match rate typically 30-70%
- Refresh regularly for accuracy
Engagement audiences:
- Video viewers (25%, 50%, 75%, 95%)
- Page/profile engagers
- Form openers
- Instagram engagers
App activity:
- App installers
- In-app events
- Purchase events
Lookalike Audiences
Source audience quality matters:
- Use high-LTV customers, not all customers
- Purchasers > leads > all visitors
- Minimum 100 source users, ideally 1,000+
Size recommendations:
- 1% — most similar, smallest reach
- 1-3% — good balance for most
- 3-5% — broader, good for scale
- 5-10% — very broad, awareness only
Layering strategies:
- Lookalike + interest = more precision early
- Test lookalike-only as you scale
- Exclude the source audience
LinkedIn Audiences
Job-Based Targeting
Job titles:
- Be specific (CMO vs. "Marketing")
- LinkedIn normalizes titles, but verify
- Stack related titles
- Exclude irrelevant titles
Job functions:
- Broader than titles
- Combine with seniority level
- Good for awareness campaigns
Seniority levels:
- Entry, Senior, Manager, Director, VP, CXO, Partner
- Layer with function for precision
Skills:
- Self-reported, less reliable
- Good for technical roles
- Use as expansion layer
Company-Based Targeting
Company size:
- 1-10, 11-50, 51-200, 201-500, 501-1000, 1001-5000, 5000+
- Key filter for B2B
Industry:
- Based on company classification
- Can be broad, layer with other criteria
Company names (ABM):
- Upload target account list
- Minimum 300 companies recommended
- Match rate varies
Company growth rate:
- Hiring rapidly = budget available
- Good signal for timing
High-Performing Combinations
| Use Case | Targeting Combination |
|---|---|
| Enterprise sales | Company size 1000+ + VP/CXO + Industry |
| SMB sales | Company size 11-200 + Manager/Director + Function |
| Developer tools | Skills + Job function + Company type |
| ABM campaigns | Company list + Decision-maker titles |
| Broad awareness | Industry + Seniority + Geography |
Twitter/X Audiences
Targeting options:
- Follower lookalikes (accounts similar to followers of X)
- Interest categories
- Keywords (in tweets)
- Conversation topics
- Events
- Tailored audiences (your lists)
Best practices:
- Follower lookalikes of relevant accounts work well
- Keyword targeting catches active conversations
- Lower CPMs than LinkedIn/Meta
- Less precise, better for awareness
TikTok Audiences
Targeting options:
- Demographics (age, gender, location)
- Interests (TikTok's categories)
- Behaviors (video interactions)
- Device (iOS/Android, connection type)
- Custom audiences (pixel, customer file)
- Lookalike audiences
Best practices:
- Younger skew (18-34 primarily)
- Interest targeting is broad
- Creative matters more than targeting
- Let algorithm optimize with broad targeting
Audience Size Guidelines
| Platform | Minimum Recommended | Ideal Range |
|---|---|---|
| Google Search | 1,000+ searches/mo | 5,000-50,000 |
| Google Display | 100,000+ | 500K-5M |
| Meta | 100,000+ | 500K-10M |
| 50,000+ | 100K-500K | |
| Twitter/X | 50,000+ | 100K-1M |
| TikTok | 100,000+ | 1M+ |
Too narrow = expensive, slow learning Too broad = wasted spend, poor relevance
Exclusion Strategy
Always exclude:
- Existing customers (unless upsell)
- Recent converters (7-14 days)
- Bounced visitors (<10 sec)
- Employees (by company or email list)
- Irrelevant page visitors (careers, support)
- Competitors (if identifiable)
Platform Setup Checklists
Complete setup checklists for major ad platforms.
Contents
- Google Ads Setup (Account Foundation, Conversion Tracking, Analytics Integration, Audience Setup, Campaign Readiness, Ad Extensions, Brand Protection)
- Meta Ads Setup (Business Manager Foundation, Pixel & Tracking, Domain & Aggregated Events, Audience Setup, Catalog, Creative Assets, Compliance)
- LinkedIn Ads Setup (Campaign Manager Foundation, Insight Tag & Tracking, Audience Setup, Lead Gen Forms, Document Ads, Creative Assets, Budget Considerations)
- Twitter/X Ads Setup (Account Foundation, Tracking, Audience Setup, Creative)
- TikTok Ads Setup (Account Foundation, Pixel & Tracking, Audience Setup, Creative)
- Universal Pre-Launch Checklist
Google Ads Setup
Account Foundation
- Google Ads account created and verified
- Billing information added
- Time zone and currency set correctly
- Account access granted to team members
Conversion Tracking
- Google tag installed on all pages
- Conversion actions created (purchase, lead, signup)
- Conversion values assigned (if applicable)
- Enhanced conversions enabled
- Test conversions firing correctly
- Import conversions from GA4 (optional)
Analytics Integration
- Google Analytics 4 linked
- Auto-tagging enabled
- GA4 audiences available in Google Ads
- Cross-domain tracking set up (if multiple domains)
Audience Setup
- Remarketing tag verified
- Website visitor audiences created:
- All visitors (180 days)
- Key page visitors (pricing, demo, features)
- Converters (for exclusion)
- Customer match lists uploaded
- Similar audiences enabled
Campaign Readiness
- Negative keyword lists created:
- Universal negatives (free, jobs, careers, reviews, complaints)
- Competitor negatives (if needed)
- Irrelevant industry terms
- Location targeting set (include/exclude)
- Language targeting set
- Ad schedule configured (if B2B, business hours)
- Device bid adjustments considered
Ad Extensions
- Sitelinks (4-6 relevant pages)
- Callouts (key benefits, offers)
- Structured snippets (features, types, services)
- Call extension (if phone leads valuable)
- Lead form extension (if using)
- Price extensions (if applicable)
- Image extensions (where available)
Brand Protection
- Brand campaign running (protect branded terms)
- Competitor campaigns considered
- Brand terms in negative lists for non-brand campaigns
Meta Ads Setup
Business Manager Foundation
- Business Manager created
- Business verified (if running certain ad types)
- Ad account created within Business Manager
- Payment method added
- Team access configured with proper roles
Pixel & Tracking
- Meta Pixel installed on all pages
- Standard events configured:
- PageView (automatic)
- ViewContent (product/feature pages)
- Lead (form submissions)
- Purchase (conversions)
- AddToCart (if e-commerce)
- InitiateCheckout (if e-commerce)
- Conversions API (CAPI) set up for server-side tracking
- Event Match Quality score > 6
- Test events in Events Manager
Domain & Aggregated Events
- Domain verified in Business Manager
- Aggregated Event Measurement configured
- Top 8 events prioritized in order of importance
- Web events prioritized for iOS 14+ tracking
Audience Setup
- Custom audiences created:
- Website visitors (all, 30/60/90/180 days)
- Key page visitors
- Video viewers (25%, 50%, 75%, 95%)
- Page/Instagram engagers
- Customer list uploaded
- Lookalike audiences created (1%, 1-3%)
- Saved audiences for common targeting
Catalog (E-commerce)
- Product catalog connected
- Product feed updating correctly
- Catalog sales campaigns enabled
- Dynamic product ads configured
Creative Assets
- Images in correct sizes:
- Feed: 1080x1080 (1:1)
- Stories/Reels: 1080x1920 (9:16)
- Landscape: 1200x628 (1.91:1)
- Videos in correct formats
- Ad copy variations ready
- UTM parameters in all destination URLs
Compliance
- Special Ad Categories declared (if housing, credit, employment, politics)
- Landing page complies with Meta policies
- No prohibited content in ads
LinkedIn Ads Setup
Campaign Manager Foundation
- Campaign Manager account created
- Company Page connected
- Billing information added
- Team access configured
Insight Tag & Tracking
- LinkedIn Insight Tag installed on all pages
- Tag verified and firing
- Conversion tracking configured:
- URL-based conversions
- Event-specific conversions
- Conversion values set (if applicable)
Audience Setup
- Matched Audiences created:
- Website retargeting audiences
- Company list uploaded (for ABM)
- Contact list uploaded
- Lookalike audiences created
- Saved audiences for common targeting
Lead Gen Forms (if using)
- Lead gen form templates created
- Form fields selected (minimize for conversion)
- Privacy policy URL added
- Thank you message configured
- CRM integration set up (or CSV export process)
Document Ads (if using)
- Documents uploaded (PDF, PowerPoint)
- Gating configured (full gate or preview)
- Lead gen form connected
Creative Assets
- Single image ads: 1200x627 (1.91:1) or 1080x1080 (1:1)
- Carousel images ready
- Video specs met (if using)
- Ad copy within character limits:
- Intro text: 600 max, 150 recommended
- Headline: 200 max, 70 recommended
Budget Considerations
- Budget realistic for LinkedIn CPCs ($8-15+ typical)
- Audience size validated (50K+ recommended)
- Daily vs. lifetime budget decided
- Bid strategy selected
Twitter/X Ads Setup
Account Foundation
- Ads account created
- Payment method added
- Account verified (if required)
Tracking
- Twitter Pixel installed
- Conversion events created
- Website tag verified
Audience Setup
- Tailored audiences created:
- Website visitors
- Customer lists
- Follower lookalikes identified
- Interest and keyword targets researched
Creative
- Tweet copy within 280 characters
- Images: 1200x675 (1.91:1) or 1200x1200 (1:1)
- Video specs met (if using)
- Cards configured (website, app, etc.)
TikTok Ads Setup
Account Foundation
- TikTok Ads Manager account created
- Business verification completed
- Payment method added
Pixel & Tracking
- TikTok Pixel installed
- Events configured (ViewContent, Purchase, etc.)
- Events API set up (recommended)
Audience Setup
- Custom audiences created
- Lookalike audiences created
- Interest categories identified
Creative
- Vertical video (9:16) ready
- Native-feeling content (not too polished)
- First 3 seconds are compelling hooks
- Captions added (most watch without sound)
- Music/sounds selected (licensed if needed)
Universal Pre-Launch Checklist
Before launching any campaign:
- Conversion tracking tested with real conversion
- Landing page loads fast (<3 sec)
- Landing page mobile-friendly
- UTM parameters working
- Budget set correctly (daily vs. lifetime)
- Start/end dates correct
- Targeting matches intended audience
- Ad creative approved
- Team notified of launch
- Reporting dashboard ready