1
Set a specific, measurable advertising objective
Write one primary objective for the period β lead volume, CPA target, or revenue β with a number and deadline attached. Resist listing multiple objectives; channel selection and budget follow from one clear goal.
π‘ If you cannot describe success in a single sentence with a number in it, your objective is not specific enough to make useful channel decisions.
2
Define your target audience profile
Complete the audience section with demographics, location radius, behavioral signals, and the problem your business solves for them. This profile drives every targeting decision across paid and organic channels.
π‘ Pull data from your three best existing customers β location, age, job, and how they found you β before filling in the audience section. Real customers outperform assumed personas.
3
Select two to three channels to test first
Choose channels based on where your target audience spends time and your current budget. For most local service businesses, Google Search and one social platform cover 80% of reachable demand.
π‘ Resist adding a fourth channel until you have 90 days of CPA data on your first two β spreading budget too thin prevents any single channel from reaching optimization volume.
4
Fill in the paid search section with specific keywords and a landing page URL
List your top five to ten target keywords, assign match types, set a daily budget, and confirm the landing page URL matches the ad's specific offer β not the homepage.
π‘ Use Google Keyword Planner to confirm monthly search volume before committing budget. Keywords with fewer than 100 monthly searches rarely generate enough traffic to optimize.
5
Complete the paid social section with audience and creative details
Select the platform your audience uses most, choose a campaign objective (conversions over traffic for most businesses), define your audience targeting type, and specify the ad format and first line of copy.
π‘ Test two ad creatives simultaneously with identical targeting. After 200 impressions each, pause the lower-CTR version and run the winner for the rest of the budget period.
6
Allocate your monthly budget across channels
Fill in the budget allocation table with dollar amounts per channel, reserving at least 10% for testing new formats or audiences. Tie each allocation back to the CPA target from Step 1.
π‘ Start paid search and paid social at equal budgets for the first 60 days. The channel that hits your CPA target first gets the larger allocation in Month 3.
7
Set up measurement before launching any ads
Configure conversion tracking in Google Ads and Meta Business Manager, connect Google Analytics to your website, and set the specific metrics and decision thresholds in the measurement section of the guide.
π‘ If conversion tracking is not in place before launch, your first 30 days of data are permanently lost. Set up tracking first, even if it delays the launch by one day.
8
Schedule a monthly review and apply the optimization rules
Block 90 minutes on the last Friday of each month to review ROAS by channel against your CPA threshold. Apply the decision rules from the measurement section β pause underperformers, scale winners β before the next month's budget is committed.
π‘ Document every budget change and the reason for it. After six months, the change log reveals patterns β seasonal dips, creative fatigue cycles β that inform next year's plan.