Creative Supply Intake (Onboarding)

Creative Supply Intake (Onboarding)

1. 01

   Inventory the client's existing creative assets before any campaign build starts

   Count usable video, static, and UGC clips by format and aspect ratio, then flag gaps against the platform mix (Meta feed, TikTok 9:16, LinkedIn 1:1). Most onboarding delays trace to a client who assumed assets existed.

2. 02

   Confirm who owns creative production in the retainer scope

   Decide in writing whether the agency sources creators, the client ships raw footage, or a creator network supplies finished ad variants. Billo-style creator networks and Aspire-style influencer pipelines both require lead time, so lock the owner on day one.

3. 03

   Map the client's first-party audience data before touching platform targeting

   Export CRM segments, past purchaser lists, and site pixel events, then verify match rates. Proprietary audience data is the part of this category that does not commoditize, so treat it as a deliverable, not a setup task.

4. 04

   Set the measurement contract: primary event, attribution window, and reporting cadence

   Agree on one primary conversion event and a 7-day click window before launch. Forrester's 2027 predictions work flags that clients will demand P&L-linked proof rather than pilot activity, so the reporting definition belongs in onboarding, not week six.

5. 05

   Audit every AI or automation tool in the creative pipeline for terms and output review

   A ClipJury audit found 105 of 175 AI tools changed monetization-relevant terms between June and October 2026, so log the terms version date for any tool generating client-facing ad copy or visuals. Pair that with a named human reviewer for anything published.

6. 06

   Build the creative testing backlog with a named hypothesis per variant

   Write 8 to 12 test concepts, each tied to a hook, angle, or audience assumption, and assign a minimum spend threshold per variant. Creative volume is the lever; untested volume is just spend.

7. 07

   Publish the launch readiness sign-off to the client contact

   One page covering asset counts, audience sources, tracking verification, budget split by platform, and the first review date. Get written approval so scope disputes later have a reference point.