Paid Media Account Rescue and Automation Install (10-14 days)
A fixed-scope engagement that audits a client's paid search and social accounts, installs a monitoring and bid automation layer, and hands over a creative testing cadence the client can keep running. It converts a stalled or inherited ad account into a managed retainer with a documented optimization rhythm. Time: 10-14 days.
By InnovaAI ResearchPublished
How do you implement it?
Paid Media Account Rescue and Automation Install (10-14 days)
A fixed-scope engagement that audits a client's paid search and social accounts, installs a monitoring and bid automation layer, and hands over a creative testing cadence the client can keep running. It converts a stalled or inherited ad account into a managed retainer with a documented optimization rhythm.
- Read-only or admin access to every ad account in scope (Google Ads, Microsoft Ads, Meta, LinkedIn) plus the analytics property and conversion tracking; a signed scope that separates one-time remediation from ongoing management; historical spend and conversion data covering at least 90 days; a named client-side approver who can authorize budget and tracking changes; agreement on which KPIs define success (CPA, ROAS, or qualified lead volume).
- 1.Pull 90 days of spend, conversion, and search term data into a single working sheet
- 2.Map every active campaign to a business objective and flag orphans
- 3.Confirm the client's true cost-per-acquisition target and margin floor
- 1.Run a wasted-spend audit on search terms, placements, and audience overlap
- 2.Check conversion tracking end to end, including offline and call conversions
- 3.Document disapproved ads, broken URLs, and policy flags
- 1.Score the account against a fixed checklist of structural best practices
- 2.Rank findings by dollar impact rather than by ease of fix
- 3.Present the top ten issues with estimated monthly waste attached
- 1.Rebuild campaign and ad group structure where naming or intent is muddled
- 2.Consolidate overlapping audiences and negative keyword lists
- 3.Set budget pacing rules so no campaign can overspend its daily cap
- 1.Configure the chosen platform's automated rules for bid and budget adjustments
- 2.Set alert thresholds for CPA and ROAS deviation outside a defined band
- 3.Schedule daily anomaly checks so the client sees issues before the weekly call
- 1.Draft the audience hypothesis for each campaign group in one page
- 2.Build a creative testing matrix covering angle, format, and offer
- 3.Define the minimum sample size before any variant is called a winner
- 1.Launch the first test batch across the highest-spend campaign groups
- 2.Set the review cadence and name who approves the next round
- 3.Log baseline metrics so lift is measurable against a fixed starting point
- 1.Audit the primary landing pages against the ad copy promise
- 2.Fix the three highest-traffic pages for message match and load speed
- 3.Add a conversion path for visitors who are not ready to buy
- 1.Build the client-facing dashboard with spend, CPA, and pipeline in one view
- 2.Write the weekly report template the delivery team will reuse
- 3.Set the monthly business review agenda and attendees
- 1.Run a live handover session with the client's in-house marketer
- 2.Record a short walkthrough of the automation rules and alert settings
- 3.Confirm who owns each recurring task after the engagement closes
- 1.Review the first week of test results and kill losing variants
- 2.Adjust bid rules where the automation overrode a deliberate strategy
- 3.Document what the account looked like before and after remediation
- 1.Deliver the final audit pack and the 90-day optimization roadmap
- 2.Present the retainer proposal with scope tied to the roadmap phases
- 3.Agree the reporting rhythm and the escalation path for spend anomalies
The audit and remediation work is priced against the wasted spend it recovers, so a client burning $40,000 a month with 15% leakage is looking at a six-figure annual recovery against a five-figure fee. Once the automation layer and reporting cadence are installed, the account runs on rules and alerts rather than manual checks, which lets one strategist carry more accounts at the same retainer. The margin comes from selling the strategy and creative testing layer while the bidding engine handles the repetitive work.
- Wasted-spend and account structure audit with dollar impact per finding
- Configured automation rules, budget pacing caps, and CPA/ROAS alert thresholds
- Creative testing matrix with baseline metrics and a defined review cadence
- Client-facing performance dashboard and reusable weekly report template
- 90-day optimization roadmap plus a retainer proposal scoped to its phases
The client's accounts run on documented automation rules with alerting active, the dashboard and weekly report template are in the client's hands, and the client has signed or declined the retainer proposal tied to the 90-day roadmap.