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Marketing & research · Ready to configure

Watch paid-media performance and surface costly changes

Compare spend and conversion signals, explain material changes, and prepare recommended actions for approval.

Companion
Paid Media
Setup time
25–45 minutes
Cadence
Daily
Last reviewed

Setup

How to configure this playbook

  1. 01

    Connect read-only data

    Start with reporting access to advertising and analytics accounts.

  2. 02

    Set thresholds

    Define material changes, budget boundaries, and the conversion source of truth.

  3. 03

    Validate attribution

    Confirm that tracking issues are separated from real performance changes.

  4. 04

    Keep changes gated

    Review every proposed campaign action before execution.

Starter instruction

Give Paid Media a clear first brief.

Compare yesterday and the trailing seven days across the approved advertising and analytics accounts. Flag material changes in spend, conversion rate, acquisition cost, and tracking quality. Explain the evidence, separate data problems from performance problems, and recommend a next action. Do not change budgets, bids, targeting, creative, or campaign status without approval.

Adjust names, sources, and approval limits before the first run.

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