Paid Media Account Audit and Automation Overlay (7-12 days)
A fixed-scope engagement that audits a client's live Google, Meta, and Microsoft accounts for wasted spend and hidden settings, then layers a rule-based automation and monitoring overlay on the chosen platform so the retainer runs on exceptions instead of daily checks. Time: 7-12 days.
By InnovaAI ResearchPublished
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Paid Media Account Audit and Automation Overlay (7-12 days)
A fixed-scope engagement that audits a client's live Google, Meta, and Microsoft accounts for wasted spend and hidden settings, then layers a rule-based automation and monitoring overlay on the chosen platform so the retainer runs on exceptions instead of daily checks.
- Read-only admin access to every active ad account plus analytics and conversion tracking
- Written baseline of the last 90 days of spend, CPA, and ROAS by channel
- Named client owner who can approve budget and bid rule changes
- Agreed definition of a qualified conversion, signed off before any audit findings are shared
- 1.Pull 90-day spend, CPA, and ROAS by channel into one working sheet
- 2.Map account structure, campaign types, and conversion actions
- 3.Confirm the client's target CPA or ROAS and the tolerance band around it
- 1.Run the settings audit: Search Partners, Display expansion, broad match defaults, ad rotation, bid thresholds
- 2.Flag disapproved ads, broken tracking, and duplicate conversion actions
- 3.Log every finding with the dollar exposure attached
- 1.Score each account against a 100-point best-practice checklist
- 2.Rank findings by recoverable spend, not by severity label
- 3.Draft the fix list with owner and effort estimate per item
- 1.Review the client's creative assets against platform auto-enhancement defaults
- 2.Document which automatic modifications are switched on and which should be off
- 3.Agree a creative approval rule so delivered ads match what the client signed off
- 1.Configure budget pacing alerts and CPA/ROAS deviation thresholds in the chosen platform
- 2.Set up 24/7 monitoring rules with named escalation contacts
- 3.Test each alert with a synthetic trigger before going live
- 1.Build the automation rules for bid adjustments, budget shifts, and negative keyword hygiene
- 2.Cap every rule so no single automated action can move more than an agreed share of daily budget
- 3.Stage rules in monitor-only mode for a 48-hour observation window
- 1.Review monitor-only logs and remove rules that fire on noise
- 2.Promote validated rules to active status
- 3.Record the rule library in a shared document the client can read
- 1.Build the white-label reporting template with spend, CPA, ROAS, and recovered-budget lines
- 2.Schedule the weekly and monthly report cadence
- 3.Set the review meeting rhythm for the first 30 days
- 1.Run a fraud and invalid-traffic check on search and display placements
- 2.Cross-check referral and analytics data against platform-reported conversions
- 3.Note any attribution gap that affects how the client judges performance
- 1.Present findings, fixes applied, and the automation overlay to the client
- 2.Hand over the rule library, alert configuration, and reporting template
- 3.Agree the monthly retainer scope that keeps the overlay maintained
The audit surfaces recoverable spend in the first week, so the fee is usually justified against a single month of wasted budget. The automation overlay converts a labor-heavy retainer into an exception-driven one, letting an agency hold the same fee while cutting account-management hours per client. The reporting template and rule library also make the work resellable under white-label terms to other agencies.
- Settings and tracking audit workbook with dollar exposure per finding
- Account scorecard against a 100-point best-practice checklist
- Automation rule library with caps and escalation owners
- White-label reporting template with weekly and monthly cadence
- 30-day optimization roadmap tied to the client's CPA or ROAS target
The client signs off on the audit workbook, every validated automation rule is live with a named escalation owner, and the first scheduled report has been delivered on the agreed template.