Operating ProcedureExecution layer

Advirtis Client Campaign Onboarding (Delivery)

A sequence with 6 steps: Register agency brand in Advirtis white-label portal.

By InnovaAI ResearchPublished Updated

sequence

Advirtis Client Campaign Onboarding (Delivery)

  1. 01

    Register agency brand in Advirtis white-label portal

    Upload logo, set default domain, and configure email templates so all client-facing communications appear under your agency name.

  2. 02

    Submit pilot client account credentials and goals via the client intake form

    Provide Google Ads, Facebook Ads, or LinkedIn Ads access, monthly budget, target KPIs, and any audience exclusions. Advirtis assigns a dedicated project manager within 48 hours.

  3. 03

    Review campaign structure proposal from Advirtis project manager

    The PM shares a draft campaign setup (ad groups, keywords, creatives) for approval before launch. Adjust targeting or budget allocation as needed.

  4. 04

    Approve and launch campaigns in the Advirtis dashboard

    Once approved, Advirtis activates campaigns and provides a branded reporting dashboard link. Monitor initial performance for the first 7 days.

  5. 05

    Set monthly reporting cadence and deliverable schedule

    Configure automated monthly performance summaries with recommendations. Advirtis sends reports via white-labeled email or dashboard access.

  6. 06

    Conduct first monthly optimization review with Advirtis PM

    Review campaign data, adjust bids, pause underperforming ads, and expand keyword lists. Document changes in the shared campaign log.