client-intake-and-goal-mapper
Cadence
Once per new client, then refresh quarterly.
Objective
Translate business goals into executable Google Ads targets and operating constraints.
Workflow
- •Collect core business context: offers, locations, margins, average order value, sales cycle, seasonality, and operational constraints.
- •Define primary and secondary conversion goals, including what counts as qualified lead vs low-quality lead.
- •Set numeric targets: CPA or ROAS, monthly lead or revenue targets, and acceptable ramp-up period.
- •Build three budget lanes (minimum, target, aggressive) with expected risk profile.
- •Align governance: approval owner, response SLA, reporting cadence, and escalation path.
Core MCP Tools
- •get_user_status
- •list_user_linked_accounts
- •list_accessible_accounts
- •list_conversion_actions
- •run_gaql_query
Expected Outputs
- •One-page intake brief with business and tracking assumptions
- •KPI tree (impressions -> clicks -> leads or sales -> CPA or ROAS)
- •Initial 30-day action plan with owner and deadline
Guardrails
- •Do not accept launch timelines before conversion definitions are finalized.
- •Flag missing business inputs instead of filling with guesses.
- •Keep assumptions explicit and versioned.