Implementation BlueprintExecution layer

Bïrch Performance Retainer Build (6-8 days)

A repeatable delivery playbook that turns Bïrch's nested rules, bulk launcher, and creative insights into a monthly managed ad-management retainer for e-commerce and DTC clients spending $10K+/month. Time: 6-8 days.

By InnovaAI ResearchPublished

Ad Management

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Blueprint

Bïrch Performance Retainer Build (6-8 days)

A repeatable delivery playbook that turns Bïrch's nested rules, bulk launcher, and creative insights into a monthly managed ad-management retainer for e-commerce and DTC clients spending $10K+/month.

Prerequisites
  • Client ad accounts on at least two of Meta, Google, TikTok, Snapchat, or Instagram with admin access granted to the agency
  • Client ad budget of $10K+/month, the spend band Bïrch's calculator prices against
  • Slack workspace and Google Sheets access for Bïrch integrations and client reporting
  • A named agency operator who owns rule logic and creative review, roughly 4h/month per client
  • Agreed retainer scope covering rule maintenance, creative fatigue review, and monthly reporting
Execution Timeline
  • 1.Audit the client's active campaigns across each connected platform and log current spend, CPA, and creative count per account
  • 2.Map which campaigns qualify for automated rules versus manual oversight, flagging high-volume sets for the Bïrch launcher
  • 1.Create the client workspace in Bïrch and connect Meta, Google, TikTok, Snapchat, and Instagram ad accounts
  • 2.Confirm the Overview dashboard reflects live spend before building any rules
  • 1.Build nested rules for budget pacing and underperformer pausing, using pre-built rule strategies as the starting template
  • 2.Set rule actions for alerts versus auto-pause so the client sees a documented escalation path
  • 1.Configure custom metrics that match the client's KPI definitions rather than platform defaults
  • 2.Wire Slack alerts to the client channel and a Google Sheets export for the reporting pack
  • 1.Run a first bulk launch through the Bïrch Launcher for the next creative batch
  • 2.Set up creative insights views for top ads and fatigued ads, then define the refresh threshold that triggers a new launch
  • 1.Connect AppsFlyer or Hyros where the client runs app or attribution-heavy campaigns, and reconcile numbers against platform reporting
  • 2.Draft the monthly report template pulling Bïrch activity and performance data
  • 1.Walk the client through the workspace, rule logic, and the Slack alert flow in a 45-minute handover
  • 2.Agree the monthly review cadence and the creative refresh SLA
  • 1.Stress-test rules against a simulated budget shift and confirm no runaway pausing
  • 2.Lock the retainer scope, publish the SOP, and start the first billing cycle
$99-$199/mo in Bïrch subscription per client workspace (Pro at $99/mo or $91/mo annual for up to $10K monthly ad spend, scaling on the Hub tier for higher event volume), against a $670/mo starter retainer fee6-8 days
ROI Logic

A Pro workspace at $99/mo ($91/mo billed annually) supports a client at up to $10K monthly ad spend, so a $670/mo retainer clears roughly $570/mo gross before the 4h of operator time. Because Bïrch cuts manual ad management time by about 70%, one operator can carry several client workspaces, and the Hub tier's event-based pricing only bites on accounts with heavy creative refresh, which the retainer fee should absorb.

Deliverables
  • Configured Bïrch workspace per client with connected ad accounts and Overview dashboard
  • Documented nested rule library covering budget pacing, underperformer pausing, and creative refresh triggers
  • Custom metrics set aligned to client KPI definitions
  • Slack alert map and Google Sheets reporting export
  • Monthly performance and creative fatigue report built from Bïrch activity and insights data
Definition of Done

The client's Bïrch workspace runs nested rules and Slack alerts unattended for one full billing cycle, with the monthly report delivered from Bïrch data and no manual campaign edits required from the agency operator.

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