Strategic Paid Advertising Plan
Process
1. Discovery
- •Business type, products/services, target audience
- •Current advertising status (active platforms, spend, performance)
- •Goals: brand awareness, lead generation, e-commerce sales, app installs
- •Budget range (monthly/quarterly)
- •Timeline and urgency
- •In-house team capacity vs agency needs
2. Competitive Analysis
- •Identify top 3-5 competitors
- •Analyze their ad presence across platforms (Google Ads Transparency, Meta Ad Library)
- •Estimate competitor spend levels and platform mix
- •Identify messaging themes and creative approaches
- •Note keyword/audience gaps (opportunities competitors are missing)
3. Platform Selection
- •Load industry template from
assets/directory - •Match business type to recommended platform mix
- •Read
ads/references/budget-allocation.mdfor platform selection matrix - •Read
ads/references/conversion-tracking.mdfor tracking setup requirements - •Assess platform fit based on:
- •Target audience demographics per platform
- •Product/service type suitability
- •Budget requirements per platform (minimums)
- •Sales cycle length and attribution needs
- •Creative capabilities and content availability
4. Campaign Architecture
Naming Convention
code
[Platform]_[Objective]_[Audience]_[Geo]_[Date]
Example: META_CONV_Prospecting_US_2026Q1
Campaign Structure Template
code
Account
├── Brand Campaign (always-on, protect brand terms)
├── Non-Brand Prospecting
│ ├── Campaign 1: [Top Funnel - Awareness]
│ │ ├── Ad Group/Set 1: [Audience A]
│ │ └── Ad Group/Set 2: [Audience B]
│ ├── Campaign 2: [Mid Funnel - Consideration]
│ │ ├── Ad Group/Set 1: [Interest-based]
│ │ └── Ad Group/Set 2: [Lookalike/Similar]
│ └── Campaign 3: [Bottom Funnel - Conversion]
│ ├── Ad Group/Set 1: [High-intent]
│ └── Ad Group/Set 2: [Custom audience]
├── Retargeting
│ ├── Website Visitors (7-30 days)
│ ├── Engaged Users (video views, social engagement)
│ └── Cart Abandoners / Form Starters
└── Testing
└── New audiences, formats, or messaging
5. Budget Planning
Monthly Budget Distribution
Read ads/references/budget-allocation.md for the 70/20/10 framework.
| Tier | Allocation | Purpose |
|---|---|---|
| Proven (70%) | Primary platforms with proven ROI | Revenue engine |
| Scaling (20%) | Platforms showing promise | Growth engine |
| Testing (10%) | New platforms or strategies | Innovation |
Budget Pacing
- •Month 1-2: heavy testing, expect higher CPA (learning)
- •Month 3-4: optimize based on data, tighten targeting
- •Month 5-6: scale winners, kill losers, expand
- •Ongoing: 70/20/10 maintenance with quarterly reviews
6. Creative Strategy
Content Pillars
- •Pain Point: address specific problems your audience faces
- •Social Proof: testimonials, case studies, reviews
- •Product Demo: show the product/service in action
- •Offer: promotions, free trials, lead magnets
- •Education: teach something valuable related to your product
Creative Production Plan
| Priority | Asset Type | Platforms | Quantity |
|---|---|---|---|
| P1 | Product/service videos (15-30s) | Meta, TikTok, YouTube | 5-10 |
| P2 | Static images with copy | Google, Meta, LinkedIn | 10-15 |
| P3 | Carousel/collection | Meta, LinkedIn | 3-5 |
| P4 | UGC/testimonial video | TikTok, Meta | 3-5 |
| P5 | Long-form video (1-3 min) | YouTube | 2-3 |
7. Tracking Setup Plan
Before launching any ads, ensure tracking is configured:
| Platform | Client-Side | Server-Side | Priority |
|---|---|---|---|
| gtag.js | Enhanced Conversions, GTM SS | P1 | |
| Meta | Pixel | CAPI | P1 |
| Insight Tag | CAPI (2025) | P2 | |
| TikTok | Pixel | Events API + ttclid | P2 |
| Microsoft | UET Tag | Enhanced Conversions | P2 |
8. Implementation Roadmap
Phase 1 — Foundation (Weeks 1-2)
- •Install all tracking pixels and server-side tracking
- •Set up conversion events and goals
- •Create campaign structure and naming conventions
- •Build initial audiences (custom, lookalike/predictive)
- •Produce first batch of creative assets
Phase 2 — Launch (Weeks 3-4)
- •Launch campaigns on primary platform(s) first
- •Set conservative budgets and bidding (Maximize Clicks / Lowest Cost)
- •Monitor daily for the first 7 days
- •Verify conversion tracking is firing correctly
Phase 3 — Optimize (Weeks 5-8)
- •Analyze initial data (minimum 2 weeks of data)
- •Adjust bidding strategies based on conversion volume
- •Kill underperforming ad groups/creatives (3x Kill Rule)
- •Launch secondary platforms
- •Begin A/B testing (creative, landing pages, audiences)
Phase 4 — Scale (Weeks 9-12)
- •Scale winning campaigns (20% rule)
- •Expand to testing platforms (10% budget)
- •Implement advanced strategies (ABM, Shopping feeds, Smart+)
- •Monthly performance reviews
Industry Templates
Load from assets/ directory based on detected or specified business type:
- •
saas.md— SaaS companies - •
ecommerce.md— E-commerce stores - •
local-service.md— Local service businesses - •
b2b-enterprise.md— B2B enterprise - •
info-products.md— Info products and courses - •
mobile-app.md— Mobile app companies - •
real-estate.md— Real estate - •
healthcare.md— Healthcare - •
finance.md— Financial services - •
agency.md— Marketing agencies - •
generic.md— General business template
Output
Deliverables
- •
ADS-STRATEGY.md— Complete strategic advertising plan - •
CAMPAIGN-ARCHITECTURE.md— Campaign structure with naming conventions - •
BUDGET-PLAN.md— Budget allocation with monthly pacing - •
CREATIVE-BRIEF.md— Creative production plan with specifications - •
TRACKING-SETUP.md— Tracking implementation checklist - •
IMPLEMENTATION-ROADMAP.md— Phased rollout timeline
KPI Targets
| Metric | Month 1 | Month 3 | Month 6 | Month 12 |
|---|---|---|---|---|
| ROAS | Baseline | Target -20% | Target | Target +20% |
| CPA | Baseline | Target +30% | Target | Target -10% |
| CVR | Baseline | +10% | +20% | +30% |
| CTR | Baseline | +15% | +25% | +30% |
| Budget | Testing | Optimizing | Scaling | Maintaining |