Paid Ads
Campaign strategy, audience targeting, budget optimization, and performance management across all major advertising platforms.
Table of Contents
Keywords
paid ads, PPC, pay-per-click, Google Ads, Meta Ads, Facebook Ads, Instagram Ads, LinkedIn Ads, Twitter Ads, TikTok Ads, paid media, ROAS, CPA, CPC, CPM, audience targeting, retargeting, remarketing, budget optimization, bid strategy, ad campaigns, conversion tracking, lookalike audiences, campaign structure, ad performance, paid search, paid social
Clarify First
Before building the campaign, confirm these inputs. If any is unknown or vague, ASK — do not assume:
Campaign objective — leads, sales, traffic, or awareness (drives platform selection, campaign type, bid strategy, and success metrics)
Target audience — who they are and their intent signal (drives platform selection and targeting setup)
Monthly budget — total spend available (determines viable platforms, bid-strategy stage, and budget-phase allocation)
Conversion action & offer — the action you are paying for and the offer behind it (drives campaign structure, tracking, and ad-to-page match)
Stop rule: ask only the 2-3 that most change the output. If the user says "just draft it," proceed and list your assumptions at the top of the artifact.
Quick Start
Launch a Campaign
Define campaign goal (leads, sales, traffic, awareness)
Select platform based on audience and intent
Set up conversion tracking and verify with test conversion
Build campaign structure with proper naming conventions
Define audience targeting
Set budget and bid strategy
Create ad creative (use Ad Creative skill)
Launch and monitor for 7 days before making changes
Optimize an Existing Campaign
Pull performance data for last 14-30 days
Identify primary issue (high CPA, low CTR, low ROAS)
Use the optimization levers in the Performance Optimization section
Make one change at a time, wait 3-5 days between changes
Document every change and its impact
Platform Selection Guide
Platform Comparison
Platform
Best For
Audience Signal
Typical CPC
Minimum Budget
Google Search
High-intent demand capture
Search keywords (what they want now)
$1-8 (B2B: $5-20)
$1,500/mo
Google Display
Awareness, retargeting
Browsing behavior, interests
$0.30-1.50
$1,000/mo
Google Performance Max
Multi-format automation
Mixed signals, Google's ML
Varies
$2,000/mo
Meta (FB/IG)
Demand generation, B2C, visual products
Interests, behaviors, lookalikes
$0.50-3.00
$1,000/mo
LinkedIn
B2B, decision-maker targeting
Job title, company, industry, seniority
$5-15
$2,000/mo
Twitter/X
Tech audiences, thought leadership
Followers, interests, keywords
$0.50-3.00
$500/mo
TikTok
18-34 demographics, brand awareness
Interests, behaviors, creator affinity
$0.30-1.50
$1,000/mo
Reddit
Niche communities, tech/gaming
Subreddit targeting
$0.50-2.00
$500/mo
Platform Selection Decision Tree
Is the audience actively searching for your solution?
├── Yes → Google Search Ads
└── No → Do you know their job title or company?
├── Yes → LinkedIn Ads (B2B) or Meta Ads (B2C)
└── No → Is your product visual or lifestyle?
├── Yes → Meta Ads (Instagram) or TikTok
└── No → Is your audience technical?
├── Yes → Reddit Ads or Twitter/X
└── No → Meta Ads (Facebook) or Google Display
Campaign Structure Framework
Account Hierarchy
Account
├── Campaign 1: [Objective] - [Product/Offer]
│ ├── Ad Group/Set 1: [Audience Segment A]
│ │ ├── Ad 1: [Creative Variant 1]
│ │ ├── Ad 2: [Creative Variant 2]
│ │ └── Ad 3: [Creative Variant 3]
│ └── Ad Group/Set 2: [Audience Segment B]
│ ├── Ad 1: [Creative Variant 1]
│ └── Ad 2: [Creative Variant 2]
└── Campaign 2: [Objective] - [Product/Offer]
Naming Conventions
[Platform]_[Objective]_[Audience]_[Offer]_[Date]
Examples:
GOOG_Search_Brand_FreeTrial_2026Q1
META_Conv_Lookalike-Customers_Demo_Mar26
LI_LeadGen_CMOs-SaaS-500_Whitepaper_2026Q1
TIKTOK_Aware_18-34-Tech_BrandVideo_Mar26
Campaign Types by Objective
Objective
Google
Meta
LinkedIn
Awareness
Display, YouTube, PMax
Reach, Video Views
Brand Awareness
Consideration
Search, Display
Traffic, Engagement
Website Visits
Conversion
Search, PMax
Conversions, Leads
Lead Gen Forms
Retargeting
Display, Search (RLSA)
Custom Audiences
Matched Audiences
Audience Targeting by Platform
Google Ads Targeting
Targeting Type
Use When
How
Keyword targeting
Capturing search intent
Exact, phrase, and broad match keywords
Audience targeting
Layering intent signals
In-market, affinity, custom intent
RLSA
Retargeting in search
Website visitor lists on search campaigns
Customer Match
Targeting known contacts
Upload email lists for matched targeting
Similar audiences
Expanding from known customers
Google's lookalike from customer lists
Keyword match type strategy:
Exact match [keyword]: Highest intent, lowest volume, highest CPC
Phrase match "keyword": Medium intent, medium volume
Broad match keyword: Lowest intent, highest volume, lowest CPC (use with smart bidding)
Meta Ads Targeting
Targeting Type
Use When
How
Interest targeting
Cold prospecting
Layer 2-3 related interests
Lookalike audiences
Expanding from customers
1-3% lookalike from best customers (by LTV)
Custom audiences
Retargeting
Website visitors, email lists, video viewers
Broad targeting
Trusting Meta's ML
No targeting restrictions, let the algorithm find converters
Detailed targeting
Narrow audience needed
Combine demographics + interests + behaviors
Lookalike best practices:
Seed with best customers (by LTV), not all customers
Start with 1% lookalike (most similar), expand to 3-5% once proven
Create separate lookalikes from different seeds (customers, trial users, email subscribers)
LinkedIn Ads Targeting
Targeting Type
Use When
How
Job title
Targeting decision-makers
Specific titles (CMO, VP Marketing, Head of Growth)
Job function
Broader role targeting
Marketing, Engineering, Finance
Company size
Enterprise vs. SMB
Employee count ranges
Industry
Vertical-specific campaigns
LinkedIn's industry categories
Seniority
C-suite vs. individual contributor
Manager, Director, VP, CXO
Skills
Technical targeting
Listed skills on profiles
Company list
ABM targeting
Upload target account lists
LinkedIn targeting rules:
Minimum audience size: 50,000 for awareness, 20,000 for conversion
Layer 2-3 targeting dimensions maximum (more layers = too narrow)
Exclude competitors, agencies, and job seekers if not relevant
Budget Allocation Strategy
Budget by Campaign Phase
Phase 1: Testing (Weeks 1-4)
Allocation
Purpose
40%
Proven/safe campaigns (brand search, retargeting)
40%
Testing new audiences and creative
20%
Experimental channels or formats
Phase 2: Optimization (Weeks 5-8)
Allocation
Purpose
60%
Winning combinations from testing
25%
Iterating on promising but unproven
15%
New tests
Phase 3: Scaling (Weeks 9+)
Allocation
Purpose
70%
Proven performers
20%
Expansion (new audiences, lookalikes, broader targeting)
10%
Ongoing testing
Budget Scaling Rules
Increase budget by 20-30% at a time, never more
Wait 3-5 days between increases for algorithm learning
Monitor CPA for 48 hours after increase — if CPA spikes, hold
Never double a budget overnight (disrupts algorithm learning)
If CPA increases > 30% after scaling, revert and investigate
Budget Minimums by Platform
Platform
Minimum Viable Monthly Budget
Optimal Monthly Budget
Google Search
$1,500
$5,000+
Google Display
$1,000
$3,000+
Meta Ads
$1,000
$3,000+
LinkedIn Ads
$2,000
$5,000+
TikTok Ads
$1,000
$3,000+
Reddit Ads
$500
$2,000+
Bid Strategy Progression
Strategy Ladder
Stage
Strategy
When to Use
Requirements
1
Manual CPC
Starting out, need control
None
2
Max Clicks
Building traffic data
Budget cap set
3
Target CPA
Optimizing for conversions
30+ conversions/month
4
Target ROAS
Optimizing for revenue
50+ conversions/month + revenue data
5
Value-based
Maximizing revenue
Conversion value tracking, 100+ conversions/month
Bid Strategy Rules
Start with Manual CPC or Max Clicks until you have conversion data
Switch to automated bidding after 30+ conversions in 30 days
Set CPA targets 10-20% above your actual target (give the algorithm room)
Never change bid strategy and creative at the same time
Allow 14 days of learning phase after switching strategies
Retargeting Playbook
Funnel-Based Retargeting
Funnel Stage
Audience
Message
Window
Frequency
Top
Blog readers, video viewers
Educational, social proof
30-90 days
1-2x/week
Middle
Pricing/feature page visitors
Case studies, demos, comparisons
7-30 days
3-5x/week
Bottom
Cart/trial abandoners
Urgency, objection handling, offer
1-7 days
Daily OK
Retargeting Audience Setup
Audience
Source
Platform
Priority
All website visitors (30 days)
Pixel
All platforms
Medium
Pricing page visitors (14 days)
Pixel
All platforms
High
Cart/trial abandoners (7 days)
Pixel + Events
All platforms
Highest
Email subscribers (non-customers)
Email list
Meta, LinkedIn
Medium
Video viewers (50%+ watched)
Platform event
Meta, YouTube
Medium
Blog readers (engaged, 60s+)
Pixel + Events
All platforms
Low-Medium
Exclusions (Critical)
Always exclude:
Existing paying customers (unless running upsell campaigns)
Recent converters (7-14 day exclusion window)
Bounced visitors (under 10 seconds on site)
Irrelevant page visitors (careers, support, legal)
Competitor employees (LinkedIn)
Performance Optimization
Optimization Decision Tree
Is CPA above target?
├── CTR is low (< 1% search, < 0.5% social)
│ ├── Creative fatigue? → Refresh creative
│ ├── Audience mismatch? → Refine targeting
│ └── Ad relevance low? → Improve message match
├── CTR is good, conversion rate low
│ ├── Landing page issue? → Audit page (speed, copy, CTA)
│ ├── Offer mismatch? → Align ad promise with page offer
│ └── Audience too broad? → Narrow targeting
└── CTR and CVR are good, CPA still high
├── CPM too high? → Try different placements/platforms
├── Competition driving up bids? → Adjust bid strategy
└── Attribution issue? → Check conversion tracking
Key Metrics by Objective
Objective
Primary Metrics
Benchmarks (B2B SaaS)
Awareness
CPM, Reach, Video View Rate
CPM: $5-15, VVR: 15-25%
Consideration
CTR, CPC, Time on Site
CTR: 1-3%, CPC: $2-8
Conversion
CPA, ROAS, Conversion Rate
CPA: $50-200, CR: 2-5%
Retargeting
CPA, ROAS, Frequency
CPA: 30-50% lower than prospecting
Creative Fatigue Detection
Signal
Threshold
Action
CTR declining week over week
20%+ decline over 2 weeks
Refresh creative
Frequency above threshold
> 3 (display), > 5 (retargeting)
Expand audience or refresh
CPA increasing with stable CTR
15%+ increase over 2 weeks
Test new creative angles
Engagement rate dropping
30%+ decline
Full creative overhaul
Weekly Optimization Routine
Task
Time
What to Check
Budget pacing
5 min
Spend vs. plan, daily/weekly trends
CPA/ROAS check
10 min
Performance vs. targets, by campaign
Top/bottom performers
10 min
Pause worst, scale best
Audience analysis
10 min
Which segments are converting?
Creative performance
10 min
CTR by creative, fatigue signals
Frequency check
5 min
Any audiences over-exposed?
Landing page CVR
5 min
Post-click conversion rate
Competitor check
5 min
New competitors in auction?
Attribution and Measurement
Attribution Reality Check
What Platforms Report
Reality
"This campaign drove 100 conversions"
Platform attribution is inflated by 20-50%
"ROAS is 5x"
Likely includes assisted conversions that would have converted anyway
Last-click attribution
Ignores all touchpoints before the final click
View-through conversions
Often just people who would have converted regardless
Practical Attribution Approach
Use UTM parameters consistently — Tag every campaign, ad, and link
Track in GA4 as source of truth — Compare platform data to GA4
Calculate blended CAC — Total marketing spend / Total new customers
Use incrementality testing — Hold-out tests to measure true lift
Compare platform data vs. CRM data — The gap is your attribution inflation
UTM Standards
utm_source: google | meta | linkedin | twitter | tiktok | reddit
utm_medium: cpc | paid-social | display | video | sponsored
utm_campaign: [campaign-name-lowercase-hyphenated]
utm_content: [ad-variant-identifier]
utm_term: [keyword] (search only)
Pre-Launch Checklist
Tracking
Landing Page
Campaign Setup
Creative
Best Practices
Tracking first, creative second — Never launch without verified conversion tracking. A campaign without attribution is guesswork.
Start narrow, expand gradually — Begin with your highest-intent, most-defined audience. Expand after proving the funnel works.
One change at a time — Changing audience, creative, and bid strategy simultaneously makes it impossible to know what worked.
Give algorithms time — Do not judge campaign performance before the learning phase completes (typically 50 conversions or 7 days).
Creative is the biggest lever — On most platforms, creative quality matters more than targeting precision. Test creative aggressively.
Match ad to landing page — The #1 conversion killer is mismatched expectations between ad and landing page.
Budget concentration beats distribution — $3,000 on one proven platform outperforms $500 spread across six platforms.
Build retargeting from day one — Install pixels and build audiences even before you spend on retargeting.
Compare platform data to reality — Platform-reported conversions are always higher than actual. Use CRM and GA4 as the source of truth.
Document everything — Every campaign change, test result, and learning should be recorded. Institutional knowledge prevents repeating mistakes.
Integration Points
Ad Creative — Use for writing ad copy, generating headlines, and creating creative variations. Paid Ads handles the campaign strategy; Ad Creative handles the copy.
Landing Page Generator — Use for building the landing pages ads drive traffic to.
Campaign Analytics — Use for measuring campaign performance, attribution analysis, and ROI calculation.
Marketing Context — Use as foundation for audience targeting and messaging alignment.
Marketing Psychology — Apply psychological principles to improve ad creative and landing page conversion.
Copywriting — Use for optimizing landing page copy to improve post-click conversion rates.
Troubleshooting
Symptom
Likely Cause
Fix
CPA above target with low CTR
Creative fatigue or audience mismatch
Refresh creative. Use ad_copy_scorer.py to validate new copy.
CPA above target with good CTR
Landing page conversion issue
Audit post-click experience: message match, page speed, form friction.
CTR dropping week over week
Creative fatigue (>3 frequency)
Refresh creative every 2-4 weeks. Expand audience to reduce frequency.
Budget not spending
Audience too narrow or bid too low
Check audience size with audience_sizer.py. Increase bid 10-20%.
Platform reports inflated conversions
Attribution window too wide
Compare platform data to GA4/CRM. Use incrementality testing for true lift.
Performance Max underperforming
Insufficient conversion data
Need 30+ conversions in 30 days for PMax to optimize. Start with Search campaigns.
CPA spikes after budget increase
Algorithm learning disrupted
Never increase budget more than 20-30% at a time. Wait 3-5 days between changes.
Success Criteria
CPA within target range for campaign objective (B2B SaaS: $50-200 for qualified leads)
ROAS above 3x for revenue-focused campaigns
CTR above platform benchmarks: 2-5% search, 0.5-2% social
Conversion tracking verified with test conversion before launch
Budget allocation: 70% proven / 20% expansion / 10% testing (at scale)
All campaigns have proper UTM tagging and GA4 attribution configured
Weekly optimization routine completed with documented changes
Scope & Limitations
In Scope: Campaign strategy, platform selection, audience targeting, budget allocation, bid strategies, retargeting, performance optimization, attribution, pre-launch checklists.
Out of Scope: Ad copy writing (use ad-creative), landing page design (use landing-page-generator), creative design/production, marketing automation, CRM configuration.
Limitations: Budget minimums and CPC benchmarks are directional estimates. Actual costs vary by industry, geography, and competition. Platform-reported metrics are typically 20-50% inflated versus CRM truth.
Python Automation Tools
1. Ad Copy Scorer (scripts/ad_copy_scorer.py)
Scores ad copy against platform specs, compliance rules, and conversion best practices.
python scripts/ad_copy_scorer.py --headline "Cut churn by 30%" --description "See how 1200 SaaS teams reduced churn" --platform google
python scripts/ad_copy_scorer.py --file ads.json --json
2. CPC / CPA / ROAS Calculator (scripts/cpc_calculator.py)
Calculates key advertising metrics from campaign data with industry benchmarks.
python scripts/cpc_calculator.py --spend 5000 --clicks 1200 --conversions 45 --revenue 12000 --platform meta
python scripts/cpc_calculator.py --file campaign.json --json
3. Audience Sizer (scripts/audience_sizer.py)
Estimates target audience size and recommends budget based on platform and targeting criteria.
python scripts/audience_sizer.py --platform linkedin --targeting "CMOs at SaaS companies 50-500 employees"
python scripts/audience_sizer.py --file targeting.json --json
1 --- 2 name: paid-ads-4 3 description: Plan, execute, and optimize paid ad campaigns across Google, Meta, LinkedIn, Twitter/X, and TikTok, covering targeting, budget, bid strategies, and retargeting. Use when running PPC campaigns, setting up ad accounts, or optimizing ROAS/CPA. 4 license: MIT 5 --- 6 # Paid Ads
7
8 Campaign strategy, audience targeting, budget optimization, and performance management across all major advertising platforms.
9
10 ---
11
12 ## Table of Contents
13
14 - [Keywords](#keywords)
15 - [Quick Start](#quick-start)
16 - [Platform Selection Guide](#platform-selection-guide)
17 - [Campaign Structure Framework](#campaign-structure-framework)
18 - [Audience Targeting by Platform](#audience-targeting-by-platform)
19 - [Budget Allocation Strategy](#budget-allocation-strategy)
20 - [Bid Strategy Progression](#bid-strategy-progression)
21 - [Retargeting Playbook](#retargeting-playbook)
22 - [Performance Optimization](#performance-optimization)
23 - [Attribution and Measurement](#attribution-and-measurement)
24 - [Pre-Launch Checklist](#pre-launch-checklist)
25 - [Best Practices](#best-practices)
26 - [Integration Points](#integration-points)
27
28 ---
29
30 ## Keywords
31
32 paid ads, PPC, pay-per-click, Google Ads, Meta Ads, Facebook Ads, Instagram Ads, LinkedIn Ads, Twitter Ads, TikTok Ads, paid media, ROAS, CPA, CPC, CPM, audience targeting, retargeting, remarketing, budget optimization, bid strategy, ad campaigns, conversion tracking, lookalike audiences, campaign structure, ad performance, paid search, paid social
33
34 ---
35
36 ## Clarify First
37
38 Before building the campaign, confirm these inputs. If any is unknown or vague, ASK — do not assume:
39
40 - [ ] **Campaign objective** — leads, sales, traffic, or awareness (drives platform selection, campaign type, bid strategy, and success metrics)
41 - [ ] **Target audience** — who they are and their intent signal (drives platform selection and targeting setup)
42 - [ ] **Monthly budget** — total spend available (determines viable platforms, bid-strategy stage, and budget-phase allocation)
43 - [ ] **Conversion action & offer** — the action you are paying for and the offer behind it (drives campaign structure, tracking, and ad-to-page match)
44
45 Stop rule: ask only the 2-3 that most change the output. If the user says "just draft it," proceed and list your assumptions at the top of the artifact.
46
47 ## Quick Start
48
49 ### Launch a Campaign
50
51 1. Define campaign goal (leads, sales, traffic, awareness)
52 2. Select platform based on audience and intent
53 3. Set up conversion tracking and verify with test conversion
54 4. Build campaign structure with proper naming conventions
55 5. Define audience targeting
56 6. Set budget and bid strategy
57 7. Create ad creative (use Ad Creative skill)
58 8. Launch and monitor for 7 days before making changes
59
60 ### Optimize an Existing Campaign
61
62 1. Pull performance data for last 14-30 days
63 2. Identify primary issue (high CPA, low CTR, low ROAS)
64 3. Use the optimization levers in the Performance Optimization section
65 4. Make one change at a time, wait 3-5 days between changes
66 5. Document every change and its impact
67
68 ---
69
70 ## Platform Selection Guide
71
72 ### Platform Comparison
73
74 | Platform | Best For | Audience Signal | Typical CPC | Minimum Budget |
75 |----------|----------|----------------|-------------|----------------|
76 | **Google Search** | High-intent demand capture | Search keywords (what they want now) | $1-8 (B2B: $5-20) | $1,500/mo |
77 | **Google Display** | Awareness, retargeting | Browsing behavior, interests | $0.30-1.50 | $1,000/mo |
78 | **Google Performance Max** | Multi-format automation | Mixed signals, Google's ML | Varies | $2,000/mo |
79 | **Meta (FB/IG)** | Demand generation, B2C, visual products | Interests, behaviors, lookalikes | $0.50-3.00 | $1,000/mo |
80 | **LinkedIn** | B2B, decision-maker targeting | Job title, company, industry, seniority | $5-15 | $2,000/mo |
81 | **Twitter/X** | Tech audiences, thought leadership | Followers, interests, keywords | $0.50-3.00 | $500/mo |
82 | **TikTok** | 18-34 demographics, brand awareness | Interests, behaviors, creator affinity | $0.30-1.50 | $1,000/mo |
83 | **Reddit** | Niche communities, tech/gaming | Subreddit targeting | $0.50-2.00 | $500/mo |
84
85 ### Platform Selection Decision Tree
86
87 ```
88 Is the audience actively searching for your solution?
89 ├── Yes → Google Search Ads
90 └── No → Do you know their job title or company?
91 ├── Yes → LinkedIn Ads (B2B) or Meta Ads (B2C)
92 └── No → Is your product visual or lifestyle?
93 ├── Yes → Meta Ads (Instagram) or TikTok
94 └── No → Is your audience technical?
95 ├── Yes → Reddit Ads or Twitter/X
96 └── No → Meta Ads (Facebook) or Google Display
97 ```
98
99 ---
100
101 ## Campaign Structure Framework
102
103 ### Account Hierarchy
104
105 ```
106 Account
107 ├── Campaign 1: [Objective] - [Product/Offer]
108 │ ├── Ad Group/Set 1: [Audience Segment A]
109 │ │ ├── Ad 1: [Creative Variant 1]
110 │ │ ├── Ad 2: [Creative Variant 2]
111 │ │ └── Ad 3: [Creative Variant 3]
112 │ └── Ad Group/Set 2: [Audience Segment B]
113 │ ├── Ad 1: [Creative Variant 1]
114 │ └── Ad 2: [Creative Variant 2]
115 └── Campaign 2: [Objective] - [Product/Offer]
116 ```
117
118 ### Naming Conventions
119
120 ```
121 [Platform]_[Objective]_[Audience]_[Offer]_[Date]
122
123 Examples:
124 GOOG_Search_Brand_FreeTrial_2026Q1
125 META_Conv_Lookalike-Customers_Demo_Mar26
126 LI_LeadGen_CMOs-SaaS-500_Whitepaper_2026Q1
127 TIKTOK_Aware_18-34-Tech_BrandVideo_Mar26
128 ```
129
130 ### Campaign Types by Objective
131
132 | Objective | Google | Meta | LinkedIn |
133 |-----------|--------|------|----------|
134 | Awareness | Display, YouTube, PMax | Reach, Video Views | Brand Awareness |
135 | Consideration | Search, Display | Traffic, Engagement | Website Visits |
136 | Conversion | Search, PMax | Conversions, Leads | Lead Gen Forms |
137 | Retargeting | Display, Search (RLSA) | Custom Audiences | Matched Audiences |
138
139 ---
140
141 ## Audience Targeting by Platform
142
143 ### Google Ads Targeting
144
145 | Targeting Type | Use When | How |
146 |---------------|----------|-----|
147 | Keyword targeting | Capturing search intent | Exact, phrase, and broad match keywords |
148 | Audience targeting | Layering intent signals | In-market, affinity, custom intent |
149 | RLSA | Retargeting in search | Website visitor lists on search campaigns |
150 | Customer Match | Targeting known contacts | Upload email lists for matched targeting |
151 | Similar audiences | Expanding from known customers | Google's lookalike from customer lists |
152
153 **Keyword match type strategy:**
154 - **Exact match** [keyword]: Highest intent, lowest volume, highest CPC
155 - **Phrase match** "keyword": Medium intent, medium volume
156 - **Broad match** keyword: Lowest intent, highest volume, lowest CPC (use with smart bidding)
157
158 ### Meta Ads Targeting
159
160 | Targeting Type | Use When | How |
161 |---------------|----------|-----|
162 | Interest targeting | Cold prospecting | Layer 2-3 related interests |
163 | Lookalike audiences | Expanding from customers | 1-3% lookalike from best customers (by LTV) |
164 | Custom audiences | Retargeting | Website visitors, email lists, video viewers |
165 | Broad targeting | Trusting Meta's ML | No targeting restrictions, let the algorithm find converters |
166 | Detailed targeting | Narrow audience needed | Combine demographics + interests + behaviors |
167
168 **Lookalike best practices:**
169 - Seed with best customers (by LTV), not all customers
170 - Start with 1% lookalike (most similar), expand to 3-5% once proven
171 - Create separate lookalikes from different seeds (customers, trial users, email subscribers)
172
173 ### LinkedIn Ads Targeting
174
175 | Targeting Type | Use When | How |
176 |---------------|----------|-----|
177 | Job title | Targeting decision-makers | Specific titles (CMO, VP Marketing, Head of Growth) |
178 | Job function | Broader role targeting | Marketing, Engineering, Finance |
179 | Company size | Enterprise vs. SMB | Employee count ranges |
180 | Industry | Vertical-specific campaigns | LinkedIn's industry categories |
181 | Seniority | C-suite vs. individual contributor | Manager, Director, VP, CXO |
182 | Skills | Technical targeting | Listed skills on profiles |
183 | Company list | ABM targeting | Upload target account lists |
184
185 **LinkedIn targeting rules:**
186 - Minimum audience size: 50,000 for awareness, 20,000 for conversion
187 - Layer 2-3 targeting dimensions maximum (more layers = too narrow)
188 - Exclude competitors, agencies, and job seekers if not relevant
189
190 ---
191
192 ## Budget Allocation Strategy
193
194 ### Budget by Campaign Phase
195
196 **Phase 1: Testing (Weeks 1-4)**
197
198 | Allocation | Purpose |
199 |-----------|---------|
200 | 40% | Proven/safe campaigns (brand search, retargeting) |
201 | 40% | Testing new audiences and creative |
202 | 20% | Experimental channels or formats |
203
204 **Phase 2: Optimization (Weeks 5-8)**
205
206 | Allocation | Purpose |
207 |-----------|---------|
208 | 60% | Winning combinations from testing |
209 | 25% | Iterating on promising but unproven |
210 | 15% | New tests |
211
212 **Phase 3: Scaling (Weeks 9+)**
213
214 | Allocation | Purpose |
215 |-----------|---------|
216 | 70% | Proven performers |
217 | 20% | Expansion (new audiences, lookalikes, broader targeting) |
218 | 10% | Ongoing testing |
219
220 ### Budget Scaling Rules
221
222 - Increase budget by 20-30% at a time, never more
223 - Wait 3-5 days between increases for algorithm learning
224 - Monitor CPA for 48 hours after increase — if CPA spikes, hold
225 - Never double a budget overnight (disrupts algorithm learning)
226 - If CPA increases > 30% after scaling, revert and investigate
227
228 ### Budget Minimums by Platform
229
230 | Platform | Minimum Viable Monthly Budget | Optimal Monthly Budget |
231 |----------|------------------------------|----------------------|
232 | Google Search | $1,500 | $5,000+ |
233 | Google Display | $1,000 | $3,000+ |
234 | Meta Ads | $1,000 | $3,000+ |
235 | LinkedIn Ads | $2,000 | $5,000+ |
236 | TikTok Ads | $1,000 | $3,000+ |
237 | Reddit Ads | $500 | $2,000+ |
238
239 ---
240
241 ## Bid Strategy Progression
242
243 ### Strategy Ladder
244
245 | Stage | Strategy | When to Use | Requirements |
246 |-------|----------|-------------|-------------|
247 | 1 | Manual CPC | Starting out, need control | None |
248 | 2 | Max Clicks | Building traffic data | Budget cap set |
249 | 3 | Target CPA | Optimizing for conversions | 30+ conversions/month |
250 | 4 | Target ROAS | Optimizing for revenue | 50+ conversions/month + revenue data |
251 | 5 | Value-based | Maximizing revenue | Conversion value tracking, 100+ conversions/month |
252
253 ### Bid Strategy Rules
254
255 - Start with Manual CPC or Max Clicks until you have conversion data
256 - Switch to automated bidding after 30+ conversions in 30 days
257 - Set CPA targets 10-20% above your actual target (give the algorithm room)
258 - Never change bid strategy and creative at the same time
259 - Allow 14 days of learning phase after switching strategies
260
261 ---
262
263 ## Retargeting Playbook
264
265 ### Funnel-Based Retargeting
266
267 | Funnel Stage | Audience | Message | Window | Frequency |
268 |-------------|----------|---------|--------|-----------|
269 | Top | Blog readers, video viewers | Educational, social proof | 30-90 days | 1-2x/week |
270 | Middle | Pricing/feature page visitors | Case studies, demos, comparisons | 7-30 days | 3-5x/week |
271 | Bottom | Cart/trial abandoners | Urgency, objection handling, offer | 1-7 days | Daily OK |
272
273 ### Retargeting Audience Setup
274
275 | Audience | Source | Platform | Priority |
276 |----------|--------|----------|----------|
277 | All website visitors (30 days) | Pixel | All platforms | Medium |
278 | Pricing page visitors (14 days) | Pixel | All platforms | High |
279 | Cart/trial abandoners (7 days) | Pixel + Events | All platforms | Highest |
280 | Email subscribers (non-customers) | Email list | Meta, LinkedIn | Medium |
281 | Video viewers (50%+ watched) | Platform event | Meta, YouTube | Medium |
282 | Blog readers (engaged, 60s+) | Pixel + Events | All platforms | Low-Medium |
283
284 ### Exclusions (Critical)
285
286 Always exclude:
287 - Existing paying customers (unless running upsell campaigns)
288 - Recent converters (7-14 day exclusion window)
289 - Bounced visitors (under 10 seconds on site)
290 - Irrelevant page visitors (careers, support, legal)
291 - Competitor employees (LinkedIn)
292
293 ---
294
295 ## Performance Optimization
296
297 ### Optimization Decision Tree
298
299 ```
300 Is CPA above target?
301 ├── CTR is low (< 1% search, < 0.5% social)
302 │ ├── Creative fatigue? → Refresh creative
303 │ ├── Audience mismatch? → Refine targeting
304 │ └── Ad relevance low? → Improve message match
305 ├── CTR is good, conversion rate low
306 │ ├── Landing page issue? → Audit page (speed, copy, CTA)
307 │ ├── Offer mismatch? → Align ad promise with page offer
308 │ └── Audience too broad? → Narrow targeting
309 └── CTR and CVR are good, CPA still high
310 ├── CPM too high? → Try different placements/platforms
311 ├── Competition driving up bids? → Adjust bid strategy
312 └── Attribution issue? → Check conversion tracking
313 ```
314
315 ### Key Metrics by Objective
316
317 | Objective | Primary Metrics | Benchmarks (B2B SaaS) |
318 |-----------|----------------|----------------------|
319 | Awareness | CPM, Reach, Video View Rate | CPM: $5-15, VVR: 15-25% |
320 | Consideration | CTR, CPC, Time on Site | CTR: 1-3%, CPC: $2-8 |
321 | Conversion | CPA, ROAS, Conversion Rate | CPA: $50-200, CR: 2-5% |
322 | Retargeting | CPA, ROAS, Frequency | CPA: 30-50% lower than prospecting |
323
324 ### Creative Fatigue Detection
325
326 | Signal | Threshold | Action |
327 |--------|-----------|--------|
328 | CTR declining week over week | 20%+ decline over 2 weeks | Refresh creative |
329 | Frequency above threshold | > 3 (display), > 5 (retargeting) | Expand audience or refresh |
330 | CPA increasing with stable CTR | 15%+ increase over 2 weeks | Test new creative angles |
331 | Engagement rate dropping | 30%+ decline | Full creative overhaul |
332
333 ### Weekly Optimization Routine
334
335 | Task | Time | What to Check |
336 |------|------|---------------|
337 | Budget pacing | 5 min | Spend vs. plan, daily/weekly trends |
338 | CPA/ROAS check | 10 min | Performance vs. targets, by campaign |
339 | Top/bottom performers | 10 min | Pause worst, scale best |
340 | Audience analysis | 10 min | Which segments are converting? |
341 | Creative performance | 10 min | CTR by creative, fatigue signals |
342 | Frequency check | 5 min | Any audiences over-exposed? |
343 | Landing page CVR | 5 min | Post-click conversion rate |
344 | Competitor check | 5 min | New competitors in auction? |
345
346 ---
347
348 ## Attribution and Measurement
349
350 ### Attribution Reality Check
351
352 | What Platforms Report | Reality |
353 |---------------------|---------|
354 | "This campaign drove 100 conversions" | Platform attribution is inflated by 20-50% |
355 | "ROAS is 5x" | Likely includes assisted conversions that would have converted anyway |
356 | Last-click attribution | Ignores all touchpoints before the final click |
357 | View-through conversions | Often just people who would have converted regardless |
358
359 ### Practical Attribution Approach
360
361 1. **Use UTM parameters consistently** — Tag every campaign, ad, and link
362 2. **Track in GA4 as source of truth** — Compare platform data to GA4
363 3. **Calculate blended CAC** — Total marketing spend / Total new customers
364 4. **Use incrementality testing** — Hold-out tests to measure true lift
365 5. **Compare platform data vs. CRM data** — The gap is your attribution inflation
366
367 ### UTM Standards
368
369 ```
370 utm_source: google | meta | linkedin | twitter | tiktok | reddit
371 utm_medium: cpc | paid-social | display | video | sponsored
372 utm_campaign: [campaign-name-lowercase-hyphenated]
373 utm_content: [ad-variant-identifier]
374 utm_term: [keyword] (search only)
375 ```
376
377 ---
378
379 ## Pre-Launch Checklist
380
381 ### Tracking
382
383 - [ ] Pixel/tag installed and firing correctly
384 - [ ] Conversion events defined and tested with real test conversion
385 - [ ] UTM parameters added to all ad destination URLs
386 - [ ] GA4 goals/events configured to match conversion events
387 - [ ] Attribution window set appropriately (7 or 28 day)
388
389 ### Landing Page
390
391 - [ ] Page loads under 3 seconds on mobile
392 - [ ] Page is mobile-responsive
393 - [ ] Headline matches the ad message
394 - [ ] CTA is above the fold on mobile
395 - [ ] Form works and submits to CRM/email system
396 - [ ] Thank you page/event fires conversion tracking
397
398 ### Campaign Setup
399
400 - [ ] Budget set correctly (daily or lifetime)
401 - [ ] Bid strategy selected and configured
402 - [ ] Audience targeting reviewed (not too broad or narrow)
403 - [ ] Negative keywords added (Google Search)
404 - [ ] Exclusions configured (existing customers, competitors)
405 - [ ] Ad schedule set (if time-specific targeting needed)
406 - [ ] Geographic targeting verified
407 - [ ] Device targeting reviewed
408
409 ### Creative
410
411 - [ ] 3+ creative variants per ad group/set
412 - [ ] All creative meets platform specifications
413 - [ ] Copy validated against platform policies
414 - [ ] Landing page URL correct for each ad
415
416 ---
417
418 ## Best Practices
419
420 1. **Tracking first, creative second** — Never launch without verified conversion tracking. A campaign without attribution is guesswork.
421
422 2. **Start narrow, expand gradually** — Begin with your highest-intent, most-defined audience. Expand after proving the funnel works.
423
424 3. **One change at a time** — Changing audience, creative, and bid strategy simultaneously makes it impossible to know what worked.
425
426 4. **Give algorithms time** — Do not judge campaign performance before the learning phase completes (typically 50 conversions or 7 days).
427
428 5. **Creative is the biggest lever** — On most platforms, creative quality matters more than targeting precision. Test creative aggressively.
429
430 6. **Match ad to landing page** — The #1 conversion killer is mismatched expectations between ad and landing page.
431
432 7. **Budget concentration beats distribution** — $3,000 on one proven platform outperforms $500 spread across six platforms.
433
434 8. **Build retargeting from day one** — Install pixels and build audiences even before you spend on retargeting.
435
436 9. **Compare platform data to reality** — Platform-reported conversions are always higher than actual. Use CRM and GA4 as the source of truth.
437
438 10. **Document everything** — Every campaign change, test result, and learning should be recorded. Institutional knowledge prevents repeating mistakes.
439
440 ---
441
442 ## Integration Points
443
444 - **Ad Creative** — Use for writing ad copy, generating headlines, and creating creative variations. Paid Ads handles the campaign strategy; Ad Creative handles the copy.
445 - **Landing Page Generator** — Use for building the landing pages ads drive traffic to.
446 - **Campaign Analytics** — Use for measuring campaign performance, attribution analysis, and ROI calculation.
447 - **Marketing Context** — Use as foundation for audience targeting and messaging alignment.
448 - **Marketing Psychology** — Apply psychological principles to improve ad creative and landing page conversion.
449 - **Copywriting** — Use for optimizing landing page copy to improve post-click conversion rates.
450
451 ---
452
453 ## Troubleshooting
454
455 | Symptom | Likely Cause | Fix |
456 |---------|-------------|-----|
457 | CPA above target with low CTR | Creative fatigue or audience mismatch | Refresh creative. Use `ad_copy_scorer.py` to validate new copy. |
458 | CPA above target with good CTR | Landing page conversion issue | Audit post-click experience: message match, page speed, form friction. |
459 | CTR dropping week over week | Creative fatigue (>3 frequency) | Refresh creative every 2-4 weeks. Expand audience to reduce frequency. |
460 | Budget not spending | Audience too narrow or bid too low | Check audience size with `audience_sizer.py`. Increase bid 10-20%. |
461 | Platform reports inflated conversions | Attribution window too wide | Compare platform data to GA4/CRM. Use incrementality testing for true lift. |
462 | Performance Max underperforming | Insufficient conversion data | Need 30+ conversions in 30 days for PMax to optimize. Start with Search campaigns. |
463 | CPA spikes after budget increase | Algorithm learning disrupted | Never increase budget more than 20-30% at a time. Wait 3-5 days between changes. |
464
465 ---
466
467 ## Success Criteria
468
469 - CPA within target range for campaign objective (B2B SaaS: $50-200 for qualified leads)
470 - ROAS above 3x for revenue-focused campaigns
471 - CTR above platform benchmarks: 2-5% search, 0.5-2% social
472 - Conversion tracking verified with test conversion before launch
473 - Budget allocation: 70% proven / 20% expansion / 10% testing (at scale)
474 - All campaigns have proper UTM tagging and GA4 attribution configured
475 - Weekly optimization routine completed with documented changes
476
477 ---
478
479 ## Scope & Limitations
480
481 **In Scope:** Campaign strategy, platform selection, audience targeting, budget allocation, bid strategies, retargeting, performance optimization, attribution, pre-launch checklists.
482
483 **Out of Scope:** Ad copy writing (use ad-creative), landing page design (use landing-page-generator), creative design/production, marketing automation, CRM configuration.
484
485 **Limitations:** Budget minimums and CPC benchmarks are directional estimates. Actual costs vary by industry, geography, and competition. Platform-reported metrics are typically 20-50% inflated versus CRM truth.
486
487 ---
488
489 ## Python Automation Tools
490
491 ### 1. Ad Copy Scorer (`scripts/ad_copy_scorer.py`)
492 Scores ad copy against platform specs, compliance rules, and conversion best practices.
493
494 ```bash
495 python scripts/ad_copy_scorer.py --headline "Cut churn by 30%" --description "See how 1200 SaaS teams reduced churn" --platform google
496 python scripts/ad_copy_scorer.py --file ads.json --json
497 ```
498
499 ### 2. CPC / CPA / ROAS Calculator (`scripts/cpc_calculator.py`)
500 Calculates key advertising metrics from campaign data with industry benchmarks.
501
502 ```bash
503 python scripts/cpc_calculator.py --spend 5000 --clicks 1200 --conversions 45 --revenue 12000 --platform meta
504 python scripts/cpc_calculator.py --file campaign.json --json
505 ```
506
507 ### 3. Audience Sizer (`scripts/audience_sizer.py`)
508 Estimates target audience size and recommends budget based on platform and targeting criteria.
509
510 ```bash
511 python scripts/audience_sizer.py --platform linkedin --targeting "CMOs at SaaS companies 50-500 employees"
512 python scripts/audience_sizer.py --file targeting.json --json
513 ```