Marketing agency · Paid media
Paid media campaign launch
Launch every client ad campaign on the approved budget, with working tracking and a second pair of eyes before anything goes live. The client approves the budget and the ads through a shared link, and the campaigns stay paused until the launch is approved.
- Duration: 2 to 3 weeks, including the first week live
- How often: For every new paid campaign
- Steps: 9 steps
- AI agents: 1 AI agent
- Approvals: 1 approval
Free plan, no credit card needed.
What changes with this template
Without it
Campaigns go live with broken tracking, and the first week of data is lost.
The budget was agreed on a call, and the platforms say something else.
One person builds and launches, with no second check.
Ad copy for every platform is written from scratch.
With it
Tracking is tested with a real conversion before any campaign is built.
The client records the budget, and a second person checks the platforms against it.
Campaigns stay paused until the head of paid media approves the launch.
An AI agent drafts headlines and descriptions, and the paid media manager corrects them.
The template, step by step
Each step says who does it: someone on your team, an AI agent, or the client through a shared link. An approval keeps every later step locked until it is given.
- Done by your team
- Done by an AI agent
- Done by the client, through a shared link
Starts when
The client approves a paid campaign in the media plan. The paid media manager starts a run with the client, the platforms and the launch date.
- 1
Write the campaign brief
Day 1Paid media manager · Team
Record the objective, the offer, the audience and the platforms from the media plan, and send the client the shared link.
Checklist
- Audience and locations defined
- Landing page agreed
- Conversion to track agreed
Fields to fill in
- Client name (required)
- Platforms (required)
- Objective, offer and audience (required)
- Launch date (required)
- 2
Confirm the budget and grant account access
Days 1 to 3Client contact · Shared link
Through the shared link, the client confirms the monthly budget, shares the landing page link and grants access to the ad accounts.
Checklist
- Ad account access granted
- Payment method set up in the ad accounts
Fields to fill in
- Approved monthly budget (required)
- Link to the landing page (required)
- 3
Set up and test conversion tracking
Days 3 to 4Analytics specialist · Team
Set up the conversion tags and record a test conversion. If the client's developer has to fix something, mark the run blocked and note what they need to do.
Checklist
- Tags fire on the thank-you page
- Test conversion recorded
- Tracking parameters on every link
Fields to fill in
- Conversion tracking works (required)
- Tracking notes
- 4
Draft the ad copy
Day 4Ad copywriter · AI agent
The ad copywriter drafts headlines and descriptions for each platform from the brief, within each platform's character limits.
Fields to fill in
- Draft headlines (required)
- Draft descriptions (required)
Checked by: The paid media manager corrects the copy in step 5, before the client sees it in step 6.
- 5
Build the campaigns, paused
Days 5 to 6Paid media manager · Team
Correct the draft copy, then build the campaigns, audiences and ads in each platform and leave them paused.
Checklist
- Ad copy checked against the brief and platform rules
- Audiences and locations set
- Budgets match the approved budget
- Campaigns paused
Fields to fill in
- Final ad copy (required)
- Link to the ad previews (required)
- 6
Client approves the ads
Days 7 to 8Client contact · Shared link
The paid media manager emails the client the ad previews. Through the shared link, the client records their decision, with the changes they need if they do not approve yet.
Checklist
- Offer and prices correct
- Brand and legal wording correct
Fields to fill in
- Decision (required)
- Changes needed
- 7
Approve the launch
Hidden from the shared linkDay 9Head of paid media · Team
Check the build as a second pair of eyes: budgets, landing pages, audiences, the client's changes and the tracking test.
Checklist
- Daily budgets add up to the approved budget
- Every ad links to the right landing page
- Client changes made
- Tracking confirmed in step 3
Approval: The campaigns stay paused until the head of paid media approves the launch.
- 8
Launch and check delivery
Launch dayPaid media manager · Team
Set the campaigns live and check on the same day that the platforms have approved the ads and spend has started.
Checklist
- Campaigns set live
- Ads approved by the platforms
- Spend has started
Fields to fill in
- Go-live date (required)
- 9
Review the first week
Week 1 after launchPaid media manager · Team
Check spend against the approved budget, conversions and the audiences or search terms, make the first changes and send the client a short update.
Checklist
- Spend on pace with the budget
- Conversions recorded
- Client update sent
Fields to fill in
- Spend in week one (required)
- Conversions in week one (required)
- Changes made
Done when
The campaigns are live on the approved budget, conversion tracking is confirmed, and the first-week review is recorded.
Make it yours. Rename steps, change owners and add checklist items, fields or approvals. The template is a starting point for the way your team works.
The AI agents in this template
An agent only works on its own steps, and a person on your team checks what it did. Anything an agent writes to a connected app waits for approval unless you allow it.
Ad copywriter
Drafts headlines and descriptions for each platform from the campaign brief.
What it does
- Reads the objective, offer and audience in the brief
- Writes headline and description options for each platform in the brief
- Keeps to the character limits in its step instructions
- Records the drafts in its step
Checked by: The paid media manager corrects the copy in step 5, before the client sees it in step 6.
Questions this template answers
Build everything paused, then have a second person check budgets, links and tracking before anything goes live. Step 5 builds the campaigns paused, and step 7 is the head of paid media's approval gate on the launch.
Record a real test conversion before launch, and stop when it does not show up. Step 3 records the test conversion, and the run is marked blocked when the client's developer still has to fix the tracking.
Ask for the budget before you build and for the ads before you launch, each in writing. In step 2 the client records the approved budget through the shared link, and in step 6 they record their decision on the ads.
Let AI draft headlines and descriptions within each platform's limits, and let a specialist choose and correct them. The ad copywriter drafts in step 4, and the paid media manager corrects the copy in step 5 before the client sees it.
Record the budget the client approved and check the platform budgets against it before launch and after the first week. Step 2 records the budget, step 7 checks that the daily budgets add up to it, and step 9 records the first week's spend.
Check that spend is on pace, conversions are recorded and the ads are approved, then update the client. Step 8 confirms delivery on launch day, and step 9 records the first week's spend, conversions and changes.
Run this workflow in OKiDO
Set up the steps, owners and approvals once, then start a run for every new case.