elinking-111 Ads Client Onboarding
Create the operating baseline for paid ads work before strategy or execution. The goal is to prevent missing access, unclear goals, bad tracking, and approval bottlenecks.
Workflow
- Confirm engagement type: audit, launch, optimization, creative sprint, tracking setup, or full management.
- Collect business context:
- Offer, ICP, countries, languages, sales cycle, margin, LTV, target CPA/ROAS, budget, seasonality.
- Request access:
- Ad accounts, analytics, tag manager, CRM, website/CMS, product feed, app/MMP, creative libraries, landing pages, payment/revenue data.
- Validate tracking before media recommendations.
- Collect assets:
- Brand guide, logos, product screenshots, past creative, testimonials, claims/disclaimers, landing pages, competitor list.
- Define ways of working:
- Approval owner, naming conventions, reporting cadence, experiment cadence, change-log process, emergency contact, budget-change authorization.
- Produce onboarding pack and launch readiness status.
Access Checklist
| Area | Examples |
|---|---|
| Ad platforms | Google Ads/MCC, Meta Business Manager, TikTok, LinkedIn, Microsoft, Apple Ads |
| Analytics | GA4, Looker/dashboard, Mixpanel, Amplitude |
| Tracking | GTM, server GTM, CAPI/Events API, MMP, offline conversions |
| Revenue | Stripe, Shopify, CRM, backend purchase export |
| Creative | Brand assets, ad account library, UGC, product images/videos |
| Website/app | Landing page CMS, product feed, app store listings |
Output
Create:
## Paid Ads Onboarding Pack
### Readiness Status
Green / Yellow / Red
### Missing Access
| Item | Owner | Why Needed | Priority |
### Goals and Constraints
...
### First 14 Days Plan
...
### Approval Workflow
...
Do not proceed to aggressive media recommendations if tracking, goals, or account access are incomplete.