Paid Media Oversight Retainer Build (10-14 days)
A productized offer that installs a monitoring, audit, and creative-testing layer on top of client ad accounts, so agencies sell strategy and oversight rather than bidding labor. Built for retainers priced at a fixed monthly fee or a percentage of ad spend. Time: 10-14 days.
By InnovaAI ResearchPublished
How do you implement it?
Paid Media Oversight Retainer Build (10-14 days)
A productized offer that installs a monitoring, audit, and creative-testing layer on top of client ad accounts, so agencies sell strategy and oversight rather than bidding labor. Built for retainers priced at a fixed monthly fee or a percentage of ad spend.
- Read-only or admin access to every active ad account the client wants covered, plus historical spend data for at least 90 days
- A named client-side owner who can approve budget shifts and landing page changes within 48 hours
- A chosen management platform with white-label reporting enabled, or a documented plan to run reporting from a spreadsheet
- Baseline metrics locked before kickoff: cost per qualified lead, conversion rate, and monthly spend by channel
- A signed scope that states what the retainer does not cover, including creative production volume and media buying fees
- 1.Inventory every live campaign, ad group, and audience across the client's channels
- 2.Pull 90 days of spend, conversion, and search term data into one working file
- 3.Confirm the client's definition of a qualified lead in writing
- 1.Run a structural audit on the chosen platform: tracking, disapprovals, budget pacing, and wasted spend
- 2.Flag accounts with no structural change in the past 14 days for immediate review
- 3.Score each finding by monthly dollar impact
- 1.Rebuild conversion tracking and verify every event fires on the client's site
- 2.Document the attribution window the client will be reported against
- 3.Set alert rules for spend anomalies and tracking failures
- 1.Draft the audience hypothesis for each channel, one page per channel
- 2.Map existing creative to funnel stage and mark gaps
- 3.Agree the first three creative tests and the metric each one moves
- 1.Configure automated bid and budget rules inside the management platform
- 2.Set guardrails so automation cannot exceed a daily spend ceiling
- 3.Schedule the weekly optimization pass and assign an owner
- 1.Build the white-label client dashboard with spend, cost per lead, and pipeline contribution
- 2.Add a monthly narrative template the account lead fills in by hand
- 3.Test the dashboard on mobile before sending
- 1.Launch the first creative test with a fixed budget and a 14-day read window
- 2.Set the decision rule in advance: what result kills the variant
- 3.Log the test in a shared experiment register
- 1.Review the client's top three landing pages for mobile friction and form length
- 2.Ship one CRO change per page and note the change date
- 3.Confirm checkout or form completion works end to end on a real device
- 1.Write the 30-day optimization calendar with named owners and dates
- 2.Define the escalation path for accounts that drift more than 15% on cost per lead
- 3.Set the monthly business review agenda
- 1.Run the first client-facing review using the new dashboard and narrative
- 2.Present the audit findings with dollar values attached
- 3.Collect the client's priorities for the next 30 days
- 1.Hand the operating checklist to the delivery team with access credentials stored in the client vault
- 2.Record a 10-minute walkthrough of the dashboard and alert rules
- 3.Confirm the retainer invoice schedule and the reporting cadence
- 1.Publish the first monthly report and archive the baseline for comparison
- 2.Book the next two review sessions
- 3.Send the client a one-page summary of what changes in month two
The setup fee covers the audit, tracking rebuild, and dashboard build, which are one-time costs the agency can reuse across every account it onboards. The monthly retainer is priced against the client's ad spend and the cost of unmanaged drift: a single account left without structural changes for two weeks can quietly waste budget before anyone notices. Because the platform handles bidding and pacing, the agency's billable hours go to audience hypotheses, creative testing, and landing page work, which clients cannot get from the ad platform itself.
- Account audit with findings ranked by monthly dollar impact
- White-label client dashboard covering spend, cost per lead, and pipeline contribution
- Audience hypothesis document and a 90-day creative testing calendar
- Experiment register with decision rules and read windows for each test
- Monthly reporting template and a 30-day optimization calendar with named owners
The client dashboard is live, the first monthly report has been delivered, and at least one creative test is running with a pre-agreed decision rule and read date.